LPAM
Lodestar Private Asset Management’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 | $10.3M | Buy |
297,337
+13,351
| +5% | +$460K | 1.18% | 28 |
|
|
2025
Q1 | $8.77M | Buy |
283,986
+2,261
| +0.8% | +$69.8K | 1.1% | 30 |
|
|
2024
Q4 | $8.59M | Buy |
281,725
+2,369
| +0.8% | +$72.2K | 1.07% | 29 |
|
|
2024
Q3 | $9.23M | Buy |
279,356
+559
| +0.2% | +$18.5K | 1.18% | 26 |
|
|
2024
Q2 | $8.54M | Sell |
278,797
-990
| -0.4% | -$30.3K | 1.18% | 24 |
|
|
2024
Q1 | $8.24M | Buy |
279,787
+1,793
| +0.6% | +$52.8K | 1.18% | 23 |
|
|
2023
Q4 | $8.03M | Buy |
277,994
+20,225
| +8% | +$584K | 1.23% | 22 |
|
|
2023
Q3 | $6.87M | Sell |
257,769
-20,723
| -7% | -$553K | 1.18% | 23 |
|
|
2023
Q2 | $7.78M | Sell |
278,492
-2,404
| -0.9% | -$67.2K | 1.31% | 24 |
|
|
2023
Q1 | $7.82M | Buy |
280,896
+6,708
| +2% | +$187K | 1.4% | 20 |
|
|
2022
Q4 | $7.32M | Buy |
+274,188
| New | +$7.32M | 1.4% | 21 |
|