Summit Wealth Partners’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 | $1.33M | Sell |
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|
2025
Q1 | $3.2M | Sell |
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|
2024
Q4 | $3.75M | Sell |
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|
2024
Q3 | $4.52M | Sell |
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|
2024
Q2 | $4.5M | Sell |
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|
2024
Q1 | $4.56M | Sell |
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|
2023
Q4 | $4.58M | Sell |
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|
2023
Q3 | $4.24M | Buy |
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|
2023
Q2 | $4.25M | Sell |
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|
2023
Q1 | $4.24M | Buy |
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|
2022
Q4 | $3.79M | Sell |
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|
2022
Q3 | $4.11M | Buy |
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|
2022
Q2 | $4.65M | Sell |
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|
2022
Q1 | $7.94M | Buy |
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|
2021
Q4 | $8.35M | Buy |
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|
2021
Q3 | $8.07M | Buy |
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|
2021
Q2 | $7.76M | Buy |
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