Van Hulzen Asset 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
Q3 | – | Sell |
-27,501
| Closed | -$789K | – | 316 |
|
2022
Q2 | $789K | Buy |
27,501
+12,267
| +81% | +$352K | 0.09% | 132 |
|
2022
Q1 | $498K | Buy |
15,234
+1,619
| +12% | +$52.9K | 0.05% | 171 |
|
2021
Q4 | $502K | Sell |
13,615
-2,813
| -17% | -$104K | 0.05% | 181 |
|
2021
Q3 | $613K | Buy |
16,428
+1,778
| +12% | +$66.3K | 0.09% | 124 |
|
2021
Q2 | $616K | Buy |
14,650
+5,603
| +62% | +$236K | 0.09% | 123 |
|
2021
Q1 | $368K | Buy |
+9,047
| New | +$368K | 0.06% | 177 |
|