Twin Peaks Wealth Advisors’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 | $410K | Sell |
11,529
-688
| -6% | -$24.5K | 0.13% | 106 |
|
|
2025
Q1 | $366K | Sell |
12,217
-6,624
| -35% | -$198K | 0.17% | 103 |
|
|
2024
Q4 | $574K | Sell |
18,841
-2,416
| -11% | -$73.6K | 0.24% | 71 |
|
|
2024
Q3 | $702K | Sell |
21,257
-473
| -2% | -$15.6K | 0.32% | 62 |
|
|
2024
Q2 | $666K | Sell |
21,730
-367
| -2% | -$11.2K | 0.33% | 60 |
|
|
2024
Q1 | $651K | Sell |
22,097
-2,196
| -9% | -$64.7K | 0.36% | 58 |
|
|
2023
Q4 | $702K | Buy |
+24,293
| New | +$702K | 0.45% | 47 |
|