OneDigital Investment Advisors’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
Q3 | $141M | Buy |
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|
2025
Q2 | $116M | Buy |
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|
2025
Q1 | $74.2M | Buy |
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|
2024
Q4 | $41.4M | Buy |
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|
2024
Q3 | $43.9M | Sell |
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|
2024
Q2 | $49.8M | Buy |
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|
2024
Q1 | $23.3M | Sell |
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|
2023
Q4 | $44M | Buy |
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|
2023
Q3 | $38.7M | Sell |
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|
2023
Q2 | $41.9M | Buy |
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|
2023
Q1 | $36.5M | Buy |
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|
2022
Q4 | $8.02M | Buy |
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|
2022
Q3 | $2.71M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $431K | Buy |
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|
2019
Q3 | $364K | Buy |
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|
2019
Q2 | $367K | Buy |
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|
2019
Q1 | $306K | Sell |
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|
2018
Q4 | $425K | Buy |
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