Pinnacle Financial Partners’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
Q1 | $4.14M | Buy |
133,991
+1,472
| +1% | +$45.4K | 0.08% | 182 |
|
|
2024
Q4 | $4.04M | Buy |
132,519
+6,021
| +5% | +$184K | 0.08% | 181 |
|
|
2024
Q3 | $4.18M | Buy |
126,498
+5,438
| +4% | +$180K | 0.08% | 182 |
|
|
2024
Q2 | $3.71M | Buy |
121,060
+10,604
| +10% | +$325K | 0.08% | 185 |
|
|
2024
Q1 | $3.25M | Buy |
110,456
+8,720
| +9% | +$257K | 0.07% | 189 |
|
|
2023
Q4 | $2.94M | Buy |
101,736
+3,927
| +4% | +$113K | 0.07% | 184 |
|
|
2023
Q3 | $2.61M | Sell |
97,809
-2,583
| -3% | -$68.9K | 0.07% | 183 |
|
|
2023
Q2 | $2.81M | Buy |
100,392
+8,156
| +9% | +$228K | 0.07% | 176 |
|
|
2023
Q1 | $2.57M | Buy |
92,236
+3,519
| +4% | +$98K | 0.07% | 183 |
|
|
2022
Q4 | $2.37M | Sell |
88,717
-22,696
| -20% | -$606K | 0.07% | 185 |
|
|
2022
Q3 | $2.74M | Buy |
111,413
+2,092
| +2% | +$51.5K | 0.1% | 166 |
|
|
2022
Q2 | $3.14M | Sell |
109,321
-387
| -0.4% | -$11.1K | 0.11% | 159 |
|
|
2022
Q1 | $3.58M | Buy |
109,708
+1,728
| +2% | +$56.4K | 0.11% | 158 |
|
|
2021
Q4 | $3.98M | Buy |
107,980
+7,631
| +8% | +$281K | 0.12% | 157 |
|
|
2021
Q3 | $3.75M | Buy |
100,349
+4,142
| +4% | +$155K | 0.13% | 152 |
|
|
2021
Q2 | $4.05M | Buy |
96,207
+3,561
| +4% | +$150K | 0.16% | 129 |
|
|
2021
Q1 | $3.77M | Buy |
92,646
+45,351
| +96% | +$1.85M | 0.17% | 126 |
|
|
2020
Q4 | $1.88M | Buy |
+47,295
| New | +$1.88M | 0.09% | 168 |
|