MBE Wealth Management’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 | $470K | Sell |
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|
2025
Q1 | $460K | Hold |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $494K | Hold |
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|
2024
Q2 | $458K | Sell |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $441K | Hold |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $717K | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $11.5M | Buy |
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|
2021
Q1 | $6.56M | Buy |
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|
2020
Q4 | $6.31M | Sell |
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|
2020
Q3 | $4.8M | Buy |
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|
2020
Q2 | $4.79M | Buy |
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|
2020
Q1 | $3.75M | Buy |
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