Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10M | Buy |
303,997
+5,962
| +2% | +$197K | 2.17% | 8 |
|
|
2024
Q2 | $9.13M | Buy |
298,035
+6,782
| +2% | +$208K | 2.09% | 9 |
|
|
2024
Q1 | $8.58M | Buy |
291,253
+27,735
| +11% | +$817K | 1.98% | 10 |
|
|
2023
Q4 | $7.61M | Sell |
263,518
-26,620
| -9% | -$769K | 1.81% | 12 |
|
|
2023
Q3 | $7.74M | Buy |
290,138
+8,107
| +3% | +$216K | 2.05% | 11 |
|
|
2023
Q2 | $7.88M | Buy |
282,031
+1,528
| +0.5% | +$42.7K | 2.05% | 11 |
|
|
2023
Q1 | $7.81M | Sell |
280,503
-53,131
| -16% | -$1.48M | 2.16% | 11 |
|
|
2022
Q4 | $8.9M | Buy |
333,634
+2,033
| +0.6% | +$54.2K | 2.61% | 9 |
|
|
2022
Q3 | $8.16M | Buy |
331,601
+8,909
| +3% | +$219K | 2.6% | 9 |
|
|
2022
Q2 | $9.26M | Sell |
322,692
-780
| -0.2% | -$22.4K | 2.9% | 9 |
|
|
2022
Q1 | $10.6M | Buy |
323,472
+150,351
| +87% | +$4.91M | 2.83% | 12 |
|
|
2021
Q4 | $6.38M | Buy |
+173,121
| New | +$6.38M | 2.65% | 6 |
|