Premier Path Wealth 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
Q2 | $2.99M | Sell |
86,827
-284
| -0.3% | -$9.79K | 0.42% | 52 |
|
2025
Q1 | $2.69M | Buy |
87,111
+4,968
| +6% | +$153K | 0.42% | 54 |
|
2024
Q4 | $2.5M | Buy |
82,143
+287
| +0.4% | +$8.75K | 0.38% | 57 |
|
2024
Q3 | $2.7M | Buy |
81,856
+3,539
| +5% | +$117K | 0.43% | 49 |
|
2024
Q2 | $2.4M | Buy |
78,317
+2,698
| +4% | +$82.6K | 0.41% | 53 |
|
2024
Q1 | $2.24M | Buy |
75,619
+17,446
| +30% | +$516K | 0.42% | 58 |
|
2023
Q4 | $1.71M | Buy |
+58,173
| New | +$1.71M | 0.38% | 57 |
|