Robertson Stephens Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
33,366
-3,367
| -9% | -$116K | 0.04% | 250 |
|
|
2025
Q1 | $1.13M | Sell |
36,733
-46,828
| -56% | -$1.45M | 0.04% | 249 |
|
|
2024
Q4 | $2.55M | Sell |
83,561
-5,027
| -6% | -$153K | 0.09% | 172 |
|
|
2024
Q3 | $2.93M | Sell |
88,588
-10,670
| -11% | -$352K | 0.11% | 157 |
|
|
2024
Q2 | $3.04M | Sell |
99,258
-348
| -0.3% | -$10.7K | 0.15% | 115 |
|
|
2024
Q1 | $2.93M | Buy |
+99,606
| New | +$2.93M | 0.16% | 111 |
|