Koss-Olinger Consulting’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
47,864
-1,519
| -3% | -$52.4K | 0.14% | 92 |
|
|
2025
Q1 | $1.52M | Buy |
49,383
+180
| +0.4% | +$5.56K | 0.13% | 92 |
|
|
2024
Q4 | $1.5M | Buy |
49,203
+393
| +0.8% | +$12K | 0.13% | 79 |
|
|
2024
Q3 | $1.61M | Buy |
48,810
+1,823
| +4% | +$60.2K | 0.14% | 83 |
|
|
2024
Q2 | $1.44M | Buy |
+46,987
| New | +$1.44M | 0.13% | 84 |
|
|
2024
Q1 | – | Sell |
-44,987
| Closed | -$1.3M | – | 327 |
|
|
2023
Q4 | $1.3M | Buy |
44,987
+10
| +0% | +$289 | 0.13% | 88 |
|
|
2023
Q3 | $1.2M | Buy |
44,977
+802
| +2% | +$21.4K | 0.18% | 69 |
|
|
2023
Q2 | $1.24M | Buy |
44,175
+2,616
| +6% | +$73.1K | 0.14% | 73 |
|
|
2023
Q1 | $1.16M | Buy |
41,559
+910
| +2% | +$25.3K | 0.14% | 79 |
|
|
2022
Q4 | $1.09M | Buy |
40,649
+3,244
| +9% | +$86.6K | 0.16% | 78 |
|
|
2022
Q3 | $921K | Buy |
+37,405
| New | +$921K | 0.16% | 58 |
|
|
2022
Q2 | – | Sell |
-29,750
| Closed | -$972K | – | 212 |
|
|
2022
Q1 | $972K | Buy |
29,750
+4,188
| +16% | +$137K | 0.16% | 62 |
|
|
2021
Q4 | $942K | Sell |
25,562
-1,425
| -5% | -$52.5K | 0.15% | 57 |
|
|
2021
Q3 | $1.01M | Buy |
26,987
+1,403
| +5% | +$52.4K | 0.16% | 56 |
|
|
2021
Q2 | $1.08M | Buy |
25,584
+2,194
| +9% | +$92.3K | 0.16% | 75 |
|
|
2021
Q1 | $952K | Buy |
+23,390
| New | +$952K | 0.16% | 77 |
|