Mason & Associates (California)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $243K | Hold |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $7.74M | Sell |
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|
2021
Q4 | $10.5M | Buy |
|