N.E.W. Advisory Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $805K | Sell |
23,335
-154
| -0.7% | -$5.31K | 0.08% | 86 |
|
2025
Q1 | $725K | Buy |
23,489
+328
| +1% | +$10.1K | 0.06% | 106 |
|
2024
Q4 | $706K | Buy |
23,161
+3,041
| +15% | +$92.7K | 0.07% | 93 |
|
2024
Q3 | $665K | Buy |
20,120
+6,843
| +52% | +$226K | 0.07% | 94 |
|
2024
Q2 | $407K | Sell |
13,277
-595
| -4% | -$18.2K | 0.04% | 121 |
|
2024
Q1 | $409K | Buy |
13,872
+3,271
| +31% | +$96.4K | 0.05% | 117 |
|
2023
Q4 | $306K | Buy |
10,601
+1,852
| +21% | +$53.5K | 0.04% | 129 |
|
2023
Q3 | $233K | Buy |
8,749
+1,045
| +14% | +$27.9K | 0.03% | 138 |
|
2023
Q2 | $215K | Buy |
+7,704
| New | +$215K | 0.03% | 127 |
|