WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $786K | Sell |
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|
2025
Q2 | $2.57M | Buy |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $42K | Sell |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $778K | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q1 | $12.9M | Buy |
|