Sowell Financial Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-46,852
Closed -$1.38M 575
2024
Q1
$1.38M Sell
46,852
-1,182
-2% -$33.7K 0.07% 295
2023
Q4
$1.39M Sell
48,034
-3,382
-7% -$92K 0.08% 276
2023
Q3
$1.37M Sell
51,416
-717
-1% -$20.2K 0.09% 254
2023
Q2
$1.46M Buy
+52,133
New +$1.44M 0.08% 280
2023
Q1
Sell
-32,885
Closed -$877K 849
2022
Q4
$877K Buy
+32,885
New +$854K 0.06% 334
2021
Q3
Sell
-12,260
Closed -$516K 563
2021
Q2
$516K Sell
12,260
-11,420
-48% -$472K 0.03% 413
2021
Q1
$976K Sell
23,680
-20,109
-46% -$849K 0.03% 422
2020
Q4
$1.74M Buy
43,789
+24,204
+124% +$890K 0.07% 230
2020
Q3
$659K Sell
19,585
-2,431
-11% -$80.8K 0.03% 393
2020
Q2
$658K Buy
+22,016
New +$602K 0.04% 377

Other funds holding XSOE