Spire Wealth Management’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 | – | 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% | 1719 |
|
|
2023
Q1 | $13.5K | Sell |
485
-253
| -34% | -$7.04K | ﹤0.01% | 1755 |
|
|
2022
Q4 | $20K | Sell |
738
-36
| -5% | -$976 | ﹤0.01% | 1376 |
|
|
2022
Q3 | $19K | Sell |
774
-495
| -39% | -$12.2K | ﹤0.01% | 1360 |
|
|
2022
Q2 | $36K | Sell |
1,269
-564
| -31% | -$16K | ﹤0.01% | 1437 |
|
|
2022
Q1 | $60K | Sell |
1,833
-33
| -2% | -$1.08K | ﹤0.01% | 1383 |
|
|
2021
Q4 | $69K | Sell |
1,866
-3,586
| -66% | -$133K | ﹤0.01% | 1574 |
|
|
2021
Q3 | $203K | Sell |
5,452
-874
| -14% | -$32.5K | 0.01% | 917 |
|
|
2021
Q2 | $266K | Buy |
6,326
+4,496
| +246% | +$189K | 0.01% | 824 |
|
|
2021
Q1 | $74K | Buy |
+1,830
| New | +$74K | ﹤0.01% | 1535 |
|