WMR
Wealth Management Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
312,094
+11,081
| +4% | +$382K | 3.67% | 11 |
|
|
2025
Q1 | $9.29M | Buy |
301,013
+1,154
| +0.4% | +$35.6K | 3.37% | 11 |
|
|
2024
Q4 | $9.14M | Buy |
299,859
+206,791
| +222% | +$6.3M | 3.37% | 11 |
|
|
2024
Q3 | $3.07M | Buy |
93,068
+3,157
| +4% | +$104K | 1.23% | 19 |
|
|
2024
Q2 | $2.75M | Buy |
89,911
+9,390
| +12% | +$288K | 1.18% | 19 |
|
|
2024
Q1 | $2.37M | Buy |
80,521
+11,830
| +17% | +$349K | 1.03% | 20 |
|
|
2023
Q4 | $1.98M | Buy |
68,691
+9,147
| +15% | +$264K | 0.93% | 21 |
|
|
2023
Q3 | $1.59M | Buy |
59,544
+10,232
| +21% | +$273K | 0.77% | 21 |
|
|
2023
Q2 | $1.38M | Buy |
49,312
+17,296
| +54% | +$483K | 0.8% | 19 |
|
|
2023
Q1 | $891K | Buy |
32,016
+3,005
| +10% | +$83.6K | 0.55% | 23 |
|
|
2022
Q4 | $774K | Buy |
29,011
+3,445
| +13% | +$91.9K | 0.5% | 25 |
|
|
2022
Q3 | $629K | Buy |
25,566
+3,432
| +16% | +$84.4K | 0.42% | 28 |
|
|
2022
Q2 | $635K | Buy |
22,134
+6,098
| +38% | +$175K | 0.39% | 28 |
|
|
2022
Q1 | $524K | Buy |
16,036
+2,361
| +17% | +$77.1K | 0.36% | 31 |
|
|
2021
Q4 | $504K | Buy |
+13,675
| New | +$504K | 0.32% | 34 |
|