Stratos 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 | $5.76M | Buy |
167,071
+11,755
| +8% | +$405K | 0.08% | 257 |
|
|
2025
Q1 | $4.79M | Buy |
155,316
+8,507
| +6% | +$263K | 0.07% | 269 |
|
|
2024
Q4 | $4.47M | Buy |
146,809
+6,796
| +5% | +$207K | 0.06% | 299 |
|
|
2024
Q3 | $4.62M | Buy |
140,013
+7,204
| +5% | +$238K | 0.07% | 286 |
|
|
2024
Q2 | $4.07M | Buy |
132,809
+1,504
| +1% | +$46.1K | 0.07% | 291 |
|
|
2024
Q1 | $3.87M | Buy |
131,305
+5,851
| +5% | +$172K | 0.06% | 289 |
|
|
2023
Q4 | $3.62M | Buy |
125,454
+6,875
| +6% | +$199K | 0.07% | 282 |
|
|
2023
Q3 | $3.16M | Buy |
118,579
+2,018
| +2% | +$53.8K | 0.07% | 280 |
|
|
2023
Q2 | $3.26M | Buy |
116,561
+16,604
| +17% | +$464K | 0.07% | 267 |
|
|
2023
Q1 | $2.78M | Sell |
99,957
-186
| -0.2% | -$5.18K | 0.07% | 255 |
|
|
2022
Q4 | $2.67M | Buy |
100,143
+30,430
| +44% | +$812K | 0.07% | 284 |
|
|
2022
Q3 | $1.72M | Sell |
69,713
-30,547
| -30% | -$752K | 0.05% | 343 |
|
|
2022
Q2 | $2.88M | Sell |
100,260
-5,603
| -5% | -$161K | 0.07% | 250 |
|
|
2022
Q1 | $3.46M | Buy |
105,863
+16,990
| +19% | +$555K | 0.08% | 242 |
|
|
2021
Q4 | $3.28M | Sell |
88,873
-56,359
| -39% | -$2.08M | 0.07% | 255 |
|
|
2021
Q3 | $5.42M | Buy |
145,232
+2,500
| +2% | +$93.3K | 0.14% | 168 |
|
|
2021
Q2 | $6.01M | Buy |
142,732
+22,233
| +18% | +$935K | 0.15% | 153 |
|
|
2021
Q1 | $4.9M | Buy |
120,499
+30,077
| +33% | +$1.22M | 0.14% | 168 |
|
|
2020
Q4 | $3.59M | Buy |
90,422
+24,261
| +37% | +$962K | 0.11% | 204 |
|
|
2020
Q3 | $2.23M | Sell |
66,161
-14,206
| -18% | -$478K | 0.07% | 245 |
|
|
2020
Q2 | $2.4M | Buy |
+80,367
| New | +$2.4M | 0.09% | 230 |
|