Modera 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 | $324K | Hold |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $250K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q4 | $203K | Buy |
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