Patriot Financial Group Insurance Agency’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 | $505K | Sell |
14,632
-1,339
| -8% | -$46.2K | 0.06% | 310 |
|
|
2025
Q1 | $493K | Sell |
15,971
-12,032
| -43% | -$371K | 0.07% | 297 |
|
|
2024
Q4 | $854K | Buy |
28,003
+1,187
| +4% | +$36.2K | 0.11% | 205 |
|
|
2024
Q3 | $886K | Buy |
26,816
+526
| +2% | +$17.4K | 0.12% | 202 |
|
|
2024
Q2 | $805K | Buy |
26,290
+277
| +1% | +$8.49K | 0.12% | 191 |
|
|
2024
Q1 | $766K | Buy |
26,013
+1,037
| +4% | +$30.6K | 0.12% | 186 |
|
|
2023
Q4 | $721K | Sell |
24,976
-1,271
| -5% | -$36.7K | 0.14% | 180 |
|
|
2023
Q3 | $700K | Buy |
26,247
+487
| +2% | +$13K | 0.14% | 176 |
|
|
2023
Q2 | $720K | Sell |
25,760
-2,235
| -8% | -$62.5K | 0.14% | 177 |
|
|
2023
Q1 | $779K | Buy |
27,995
+1,179
| +4% | +$32.8K | 0.16% | 153 |
|
|
2022
Q4 | $715K | Buy |
26,816
+539
| +2% | +$14.4K | 0.1% | 149 |
|
|
2022
Q3 | $647K | Sell |
26,277
-8,496
| -24% | -$209K | 0.16% | 158 |
|
|
2022
Q2 | $997K | Sell |
34,773
-10,940
| -24% | -$314K | 0.2% | 105 |
|
|
2022
Q1 | $1.49M | Buy |
45,713
+5,488
| +14% | +$179K | 0.27% | 83 |
|
|
2021
Q4 | $1.48M | Sell |
40,225
-694
| -2% | -$25.6K | 0.25% | 91 |
|
|
2021
Q3 | $1.53M | Sell |
40,919
-8,861
| -18% | -$331K | 0.27% | 81 |
|
|
2021
Q2 | $2.09M | Buy |
49,780
+3,306
| +7% | +$139K | 0.38% | 52 |
|
|
2021
Q1 | $1.89M | Sell |
46,474
-11,658
| -20% | -$474K | 0.43% | 34 |
|
|
2020
Q4 | $2.31M | Buy |
58,132
+5,114
| +10% | +$203K | 0.58% | 24 |
|
|
2020
Q3 | $1.79M | Sell |
53,018
-325
| -0.6% | -$10.9K | 0.58% | 28 |
|
|
2020
Q2 | $1.6M | Buy |
53,343
+33,006
| +162% | +$987K | 0.61% | 27 |
|
|
2020
Q1 | $497K | Sell |
20,337
-3,493
| -15% | -$85.4K | 0.23% | 93 |
|
|
2019
Q4 | $744K | Buy |
23,830
+3,552
| +18% | +$111K | 0.28% | 71 |
|
|
2019
Q3 | $561K | Buy |
20,278
+484
| +2% | +$13.4K | 0.25% | 74 |
|
|
2019
Q2 | $577K | Buy |
19,794
+6,365
| +47% | +$186K | 0.25% | 67 |
|
|
2019
Q1 | $387K | Buy |
13,429
+6,532
| +95% | +$188K | 0.2% | 85 |
|
|
2018
Q4 | $176K | Buy |
6,897
+6,533
| +1,795% | +$167K | 0.12% | 139 |
|
|
2018
Q3 | $10K | Buy |
+364
| New | +$10K | 0.01% | 640 |
|