Legacy Financial Group (Iowa)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
17,375
-1,370
| -7% | -$47.2K | 0.08% | 69 |
|
|
2025
Q1 | $579K | Sell |
18,745
-7,022
| -27% | -$217K | 0.09% | 64 |
|
|
2024
Q4 | $785K | Sell |
25,767
-14,251
| -36% | -$434K | 0.13% | 57 |
|
|
2024
Q3 | $1.32M | Sell |
40,018
-264,671
| -87% | -$8.74M | 0.25% | 39 |
|
|
2024
Q2 | $9.33M | Sell |
304,689
-336,615
| -52% | -$10.3M | 1.84% | 16 |
|
|
2024
Q1 | $18.9M | Buy |
641,304
+608,483
| +1,854% | +$17.9M | 3.82% | 6 |
|
|
2023
Q4 | $948K | Sell |
32,821
-555,297
| -94% | -$16M | 4.3% | 7 |
|
|
2023
Q3 | $15.7M | Sell |
588,118
-36,096
| -6% | -$963K | 3.69% | 6 |
|
|
2023
Q2 | $17.4M | Buy |
624,214
+44,060
| +8% | +$1.23M | 4.5% | 5 |
|
|
2023
Q1 | $16.2M | Buy |
580,154
+74,779
| +15% | +$2.08M | 4.42% | 6 |
|
|
2022
Q4 | $13.5M | Buy |
505,375
+68,905
| +16% | +$1.84M | 4.04% | 7 |
|
|
2022
Q3 | $10.7M | Buy |
436,470
+26,985
| +7% | +$664K | 3.59% | 12 |
|
|
2022
Q2 | $11.7M | Buy |
409,485
+66,180
| +19% | +$1.9M | 3.71% | 9 |
|
|
2022
Q1 | $11.2M | Buy |
343,305
+89,687
| +35% | +$2.93M | 3.29% | 9 |
|
|
2021
Q4 | $9.17M | Sell |
253,618
-47,094
| -16% | -$1.7M | 3.94% | 10 |
|
|
2021
Q3 | $11.2M | Buy |
300,712
+33,193
| +12% | +$1.24M | 3.36% | 9 |
|
|
2021
Q2 | $11.3M | Buy |
267,519
+51,665
| +24% | +$2.17M | 3.4% | 8 |
|
|
2021
Q1 | $8.78M | Buy |
215,854
+54,865
| +34% | +$2.23M | 3.05% | 11 |
|
|
2020
Q4 | $6.39M | Buy |
+160,989
| New | +$6.39M | 2.46% | 13 |
|