Number of Shares
251,986.00
Current Holdings Value*
$9.40 Mil
% of Portfolio
5.27%
Total Estimate Gain
$-1.59 Mil
% of Total Estimate Gain
-15.35%

Harborview Advisors, LLC's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Holding Summary

As of 2021-09-30, Harborview Advisors, LLC held 251,986.00 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE), totaling $9.40 Mil. This investment constitutes 5.27% of their stock portfolio, and Harborview Advisors, LLC now holds 0.25% of the outstanding WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE) stock.

The initial trade took place in 2021Q2. And since then Harborview Advisors, LLC has made 2 purchases of XSOE, at an average price of $41.03, for a total of 251,986.00 shares. Based on historical transaction data and XSOE's current price of $34.73, Harborview Advisors, LLC's estimated gain on his XSOE holdings is $-1.59 Mil, reflecting a -15.35% gain to date.

Harborview Advisors, LLC XSOE ($34.73) Holding Chart

Harborview Advisors, LLC XSOE ($34.73) 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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