WP
WealthShield Partners’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 | $526K | Sell |
15,264
-1,421
| -9% | -$49K | 0.06% | 231 |
|
|
2025
Q1 | $515K | Sell |
16,685
-220
| -1% | -$6.79K | 0.07% | 218 |
|
|
2024
Q4 | $516K | Sell |
16,905
-655
| -4% | -$20K | 0.07% | 212 |
|
|
2024
Q3 | $580K | Sell |
17,560
-1,553
| -8% | -$51.3K | 0.08% | 199 |
|
|
2024
Q2 | $585K | Sell |
19,113
-23,769
| -55% | -$728K | 0.09% | 189 |
|
|
2024
Q1 | $1.26M | Sell |
42,882
-274,360
| -86% | -$8.08M | 0.2% | 125 |
|
|
2023
Q4 | $9.16M | Sell |
317,242
-15,978
| -5% | -$461K | 1.51% | 10 |
|
|
2023
Q3 | $8.89M | Sell |
333,220
-37,103
| -10% | -$990K | 1.34% | 13 |
|
|
2023
Q2 | $10.4M | Sell |
370,323
-11,122
| -3% | -$311K | 1.56% | 12 |
|
|
2023
Q1 | $10.6M | Buy |
+381,445
| New | +$10.6M | 1.71% | 9 |
|
|
2022
Q4 | – | Sell |
-379,446
| Closed | -$9.34M | – | 317 |
|
|
2022
Q3 | $9.34M | Buy |
379,446
+29,914
| +9% | +$736K | 1.85% | 6 |
|
|
2022
Q2 | $10M | Buy |
349,532
+24,671
| +8% | +$708K | 1.99% | 6 |
|
|
2022
Q1 | $10.6M | Buy |
+324,861
| New | +$10.6M | 1.7% | 10 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1177 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1198 |
|
|
2019
Q2 | – | Sell |
-46
| Closed | -$1K | – | 288 |
|
|
2019
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 262 |
|
|
2018
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 240 |
|
|
2018
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 256 |
|
|
2018
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 241 |
|
|
2018
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 235 |
|