LFA
Legacy Financial Advisors’s WisdomTree True Emerging Markets Fund XC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22M | Sell |
638,635
-2,119
| -0.3% | -$72.9K | 3.43% | 4 |
|
2025
Q1 | $19M | Buy |
640,754
+21,823
| +4% | +$648K | 3.18% | 4 |
|
2024
Q4 | $19M | Buy |
618,931
+7,937
| +1% | +$244K | 3.15% | 5 |
|
2024
Q3 | $20.2M | Buy |
610,994
+18,656
| +3% | +$615K | 3.38% | 3 |
|
2024
Q2 | $19M | Sell |
592,338
-2,031
| -0.3% | -$65.2K | 3.39% | 4 |
|
2024
Q1 | $18.2M | Buy |
594,369
+43,716
| +8% | +$1.34M | 3.27% | 6 |
|
2023
Q4 | $16.3M | Buy |
550,653
+118,420
| +27% | +$3.5M | 3.13% | 7 |
|
2023
Q3 | $11.3M | Buy |
432,233
+41,832
| +11% | +$1.1M | 2.26% | 12 |
|
2023
Q2 | $10.7M | Buy |
390,401
+363,050
| +1,327% | +$9.99M | 2.01% | 14 |
|
2023
Q1 | $709K | Buy |
27,351
+16,091
| +143% | +$417K | 0.14% | 85 |
|
2022
Q4 | $279K | Buy |
+11,260
| New | +$279K | 0.06% | 187 |
|