Revolve 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 | $287K | Sell |
8,331
-1,108
| -12% | -$38.2K | 0.04% | 173 |
|
2025
Q1 | $291K | Sell |
9,439
-647
| -6% | -$20K | 0.04% | 165 |
|
2024
Q4 | $307K | Sell |
10,086
-78
| -0.8% | -$2.38K | 0.04% | 162 |
|
2024
Q3 | $336K | Sell |
10,164
-1,618
| -14% | -$53.4K | 0.05% | 144 |
|
2024
Q2 | $361K | Sell |
11,782
-405
| -3% | -$12.4K | 0.06% | 122 |
|
2024
Q1 | $359K | Sell |
12,187
-1,409
| -10% | -$41.5K | 0.06% | 117 |
|
2023
Q4 | $393K | Sell |
13,596
-2,872
| -17% | -$82.9K | 0.08% | 106 |
|
2023
Q3 | $439K | Sell |
16,468
-602
| -4% | -$16.1K | 0.1% | 92 |
|
2023
Q2 | $477K | Buy |
17,070
+939
| +6% | +$26.2K | 0.11% | 84 |
|
2023
Q1 | $449K | Buy |
16,131
+56
| +0.3% | +$1.56K | 0.11% | 87 |
|
2022
Q4 | $429K | Buy |
16,075
+4,868
| +43% | +$130K | 0.12% | 86 |
|
2022
Q3 | $276K | Sell |
11,207
-80
| -0.7% | -$1.97K | 0.09% | 97 |
|
2022
Q2 | $324K | Sell |
11,287
-5,576
| -33% | -$160K | 0.11% | 93 |
|
2022
Q1 | $551K | Buy |
+16,863
| New | +$551K | 0.16% | 71 |
|