Professional Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-62,524
| Closed | -$2.04M | – | 86 |
|
2023
Q1 | $2.04M | Buy |
62,524
+38,091
| +156% | +$1.24M | 1.21% | 19 |
|
2022
Q4 | $652K | Sell |
24,433
-1,087
| -4% | -$29K | 0.44% | 47 |
|
2022
Q3 | $628K | Sell |
25,520
-38
| -0.1% | -$935 | 0.39% | 47 |
|
2022
Q2 | $733K | Sell |
25,558
-36,966
| -59% | -$1.06M | 0.41% | 53 |
|
2022
Q1 | $2.04M | Buy |
62,524
+12,948
| +26% | +$423K | 0.88% | 28 |
|
2021
Q4 | $1.83M | Buy |
49,576
+2,802
| +6% | +$103K | 0.79% | 27 |
|
2021
Q3 | $1.75M | Buy |
46,774
+2,626
| +6% | +$98K | 1% | 19 |
|
2021
Q2 | $1.87M | Buy |
44,148
+2,658
| +6% | +$112K | 1.03% | 17 |
|
2021
Q1 | $1.69M | Buy |
41,490
+40,206
| +3,131% | +$1.64M | 1.05% | 17 |
|
2020
Q4 | $51K | Buy |
+1,284
| New | +$51K | 0.04% | 123 |
|