Perigon 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
Q3 | $967K | Sell |
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|
2025
Q2 | $930K | Buy |
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|
2025
Q1 | $778K | Buy |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $681K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $655K | Buy |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $364K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q4 | $116K | Buy |
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