YWM
Yoder Wealth Management’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 | $1.99M | Sell |
57,736
-1,455
| -2% | -$50K | 1.03% | 31 |
|
|
2025
Q1 | $1.83M | Sell |
59,191
-1,640
| -3% | -$50.6K | 1.03% | 32 |
|
|
2024
Q4 | $1.85M | Sell |
60,831
-1,297
| -2% | -$39.5K | 1.02% | 31 |
|
|
2024
Q3 | $2.05M | Sell |
62,128
-3,390
| -5% | -$112K | 1.23% | 26 |
|
|
2024
Q2 | $2M | Sell |
65,518
-800
| -1% | -$24.5K | 1.3% | 25 |
|
|
2024
Q1 | $1.95M | Sell |
66,318
-6,165
| -9% | -$182K | 1.27% | 24 |
|
|
2023
Q4 | $2.09M | Sell |
72,483
-27,915
| -28% | -$806K | 1.48% | 23 |
|
|
2023
Q3 | $2.68M | Sell |
100,398
-5,809
| -5% | -$155K | 2.21% | 12 |
|
|
2023
Q2 | $2.97M | Sell |
106,207
-4,843
| -4% | -$135K | 2.34% | 12 |
|
|
2023
Q1 | $3.09M | Buy |
+111,050
| New | +$3.09M | 2.57% | 10 |
|