WCFA
Walkner Condon Financial Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,748
| Closed | -$249K | – | 223 |
|
|
2021
Q4 | $249K | Sell |
6,748
-5,767
| -46% | -$213K | 0.16% | 107 |
|
|
2021
Q3 | $465K | Buy |
12,515
+3,859
| +45% | +$143K | 0.23% | 89 |
|
|
2021
Q2 | $364K | Buy |
8,656
+3,128
| +57% | +$132K | 0.13% | 117 |
|
|
2021
Q1 | $225K | Buy |
+5,528
| New | +$225K | 0.09% | 159 |
|