Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $1.82K | Hold |
|
|||||
|
2024
Q2 | $1.69K | Hold |
|
|||||
|
2024
Q1 | $1.62K | Hold |
|
|||||
|
2023
Q4 | $1.59K | Hold |
|
|||||
|
2023
Q3 | $1.47K | Hold |
|
|||||
|
2023
Q2 | $1.54K | Hold |
|
|||||
|
2023
Q1 | $1.53K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $15.5M | Buy |
|
|||||
|
2021
Q2 | $12.7M | Buy |
|
|||||
|
2021
Q1 | $8.08M | Buy |
|