WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
74,634
+64,046
| +605% | +$2.21M | 0.19% | 110 |
|
|
2025
Q1 | $327K | Sell |
10,588
-2,555
| -19% | -$78.9K | 0.03% | 214 |
|
|
2024
Q4 | $401K | Buy |
13,143
+3,341
| +34% | +$102K | 0.04% | 192 |
|
|
2024
Q3 | $324K | Buy |
9,802
+482
| +5% | +$15.9K | 0.03% | 198 |
|
|
2024
Q2 | $285K | Buy |
9,320
+45
| +0.5% | +$1.38K | 0.04% | 154 |
|
|
2024
Q1 | $273K | Buy |
9,275
+450
| +5% | +$13.3K | 0.04% | 161 |
|
|
2023
Q4 | $255K | Sell |
8,825
-2,550
| -22% | -$73.6K | 0.04% | 168 |
|
|
2023
Q3 | $303K | Buy |
11,375
+9,872
| +657% | +$263K | 0.05% | 141 |
|
|
2023
Q2 | $42K | Sell |
1,503
-10,778
| -88% | -$301K | 0.01% | 204 |
|
|
2023
Q1 | $342K | Sell |
12,281
-14,878
| -55% | -$414K | 0.06% | 134 |
|
|
2022
Q4 | $778K | Sell |
27,159
-11,782
| -30% | -$337K | 0.05% | 199 |
|
|
2022
Q3 | $1.06M | Buy |
+38,941
| New | +$1.06M | 0.08% | 161 |
|
|
2022
Q1 | $12.9M | Buy |
+424,550
| New | +$12.9M | 0.89% | 37 |
|