Spire Wealth Management’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
2025 Q2	–	Sell	-485	Closed	-$15K	–	2595
2025 Q1	$15K	Hold	485	–	–	﹤0.01%	1709
2024 Q4	$14.8K	Hold	485	–	–	﹤0.01%	1723
2024 Q3	$16K	Hold	485	–	–	﹤0.01%	1504
2024 Q2	$14.9K	Hold	485	–	–	﹤0.01%	1530
2024 Q1	$14.3K	Hold	485	–	–	﹤0.01%	1609
2023 Q4	$13.4K	Hold	485	–	–	﹤0.01%	1660
2023 Q3	$12.9K	Hold	485	–	–	﹤0.01%	1653
2023 Q2	$13.6K	Hold	485	–	–	﹤0.01%	1720
2023 Q1	$13.5K	Sell	485 -253	-34%	-$7.1K	﹤0.01%	1755
2022 Q4	$20K	Sell	738 -36	-5%	-$935	﹤0.01%	1376
2022 Q3	$19K	Sell	774 -495	-39%	-$13.8K	﹤0.01%	1361
2022 Q2	$36K	Sell	1,269 -564	-31%	-$17K	﹤0.01%	1437
2022 Q1	$60K	Sell	1,833 -33	-2%	-$1.15K	﹤0.01%	1383
2021 Q4	$69K	Sell	1,866 -3,586	-66%	-$135K	﹤0.01%	1574
2021 Q3	$203K	Sell	5,452 -874	-14%	-$34.2K	0.01%	917
2021 Q2	$266K	Buy	6,326 +4,496	+246%	+$186K	0.01%	824
2021 Q1	$74K	Buy	+1,830	New	+$77.3K	﹤0.01%	1535