AMERICAN FINANCIAL & TAX STRATEGIES INC XSOE Holdings History
AMERICAN FINANCIAL & TAX STRATEGIES INC's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Holding Summary
As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 282,926.00 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE), totaling $8.73 Mil. This investment constitutes 4.7% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0.53% of the outstanding WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE) stock.
The initial trade took place in 2023Q4. And since then AMERICAN FINANCIAL & TAX STRATEGIES INC has made 2 purchases of XSOE, at an average price of $27.39, for a total of 298,752.00 shares. In addition, there have been 2 sales at an average price of $31.04 for 15,826.00 shares. Based on historical transaction data and XSOE's current price of $34.42, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his XSOE holdings is $2.05 Mil, reflecting a 25.03% gain to date.
AMERICAN FINANCIAL & TAX STRATEGIES INC XSOE ($34.42) Holding Chart
AMERICAN FINANCIAL & TAX STRATEGIES INC XSOE ($34.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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