USAdvisors 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-7,647
| Closed | -$250K | – | 127 |
|
2022
Q1 | $250K | Sell |
7,647
-926
| -11% | -$30.3K | 0.11% | 106 |
|
2021
Q4 | $316K | Sell |
8,573
-169
| -2% | -$6.23K | 0.13% | 95 |
|
2021
Q3 | $326K | Buy |
8,742
+36
| +0.4% | +$1.34K | 0.14% | 89 |
|
2021
Q2 | $366K | Sell |
8,706
-278
| -3% | -$11.7K | 0.2% | 80 |
|
2021
Q1 | $366K | Buy |
8,984
+1,450
| +19% | +$59.1K | 0.18% | 82 |
|
2020
Q4 | $310K | Buy |
+7,534
| New | +$310K | 0.15% | 73 |
|