Western Wealth 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 | $278K | Sell |
8,075
-119
| -1% | -$4.1K | 0.02% | 568 |
|
|
2025
Q1 | $253K | Sell |
8,194
-842
| -9% | -$26K | 0.02% | 578 |
|
|
2024
Q4 | $275K | Sell |
9,036
-7,270
| -45% | -$222K | 0.02% | 550 |
|
|
2024
Q3 | $539K | Buy |
16,306
+5,606
| +52% | +$185K | 0.03% | 444 |
|
|
2024
Q2 | $328K | Buy |
10,700
+204
| +2% | +$6.25K | 0.02% | 468 |
|
|
2024
Q1 | $309K | Sell |
10,496
-1,062
| -9% | -$31.3K | 0.02% | 497 |
|
|
2023
Q4 | $334K | Sell |
11,558
-1,428
| -11% | -$41.2K | 0.02% | 527 |
|
|
2023
Q3 | $346K | Buy |
12,986
+1,004
| +8% | +$26.8K | 0.03% | 468 |
|
|
2023
Q2 | $335K | Sell |
11,982
-1,850
| -13% | -$51.7K | 0.03% | 478 |
|
|
2023
Q1 | $385K | Sell |
13,832
-295
| -2% | -$8.21K | 0.04% | 439 |
|
|
2022
Q4 | $377K | Sell |
14,127
-20,919
| -60% | -$558K | 0.04% | 408 |
|
|
2022
Q3 | $861K | Sell |
35,046
-2,829
| -7% | -$69.5K | 0.05% | 341 |
|
|
2022
Q2 | $1.09M | Sell |
37,875
-2,284
| -6% | -$65.4K | 0.06% | 292 |
|
|
2022
Q1 | $1.31M | Buy |
40,159
+13,004
| +48% | +$425K | 0.06% | 285 |
|
|
2021
Q4 | $1M | Buy |
+27,155
| New | +$1M | 0.1% | 197 |
|
|
2021
Q2 | $1.37M | Buy |
32,535
+18,176
| +127% | +$766K | 0.14% | 158 |
|
|
2021
Q1 | $584K | Buy |
14,359
+1,845
| +15% | +$75K | 0.08% | 252 |
|
|
2020
Q4 | $496K | Buy |
12,514
+2,808
| +29% | +$111K | 0.07% | 255 |
|
|
2020
Q3 | $327K | Buy |
+9,706
| New | +$327K | 0.05% | 321 |
|