REDW Wealth’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 | $661K | Hold |
19,162
| – | – | 0.26% | 53 |
|
|
2025
Q1 | $592K | Hold |
19,162
| – | – | 0.22% | 55 |
|
|
2024
Q4 | $584K | Hold |
19,162
| – | – | 0.2% | 60 |
|
|
2024
Q3 | $633K | Sell |
19,162
-3,479
| -15% | -$115K | 0.16% | 76 |
|
|
2024
Q2 | $693K | Sell |
22,641
-169
| -0.7% | -$5.18K | 0.18% | 69 |
|
|
2024
Q1 | $672K | Sell |
22,810
-3,284
| -13% | -$96.7K | 0.18% | 70 |
|
|
2023
Q4 | $754K | Sell |
26,094
-9,756
| -27% | -$282K | 0.22% | 64 |
|
|
2023
Q3 | $956K | Hold |
35,850
| – | – | 0.29% | 49 |
|
|
2023
Q2 | $1M | Hold |
35,850
| – | – | 0.3% | 47 |
|
|
2023
Q1 | $998K | Buy |
35,850
+9,756
| +37% | +$272K | 0.32% | 45 |
|
|
2022
Q4 | $696K | Hold |
26,094
| – | – | 0.24% | 54 |
|
|
2022
Q3 | $642K | Buy |
+26,094
| New | +$642K | 0.25% | 53 |
|