Wealth Plan Investment Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 10,588 shares of XSOE stock, worth $346,651. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,588

Previous 13,143 19.44%

Holding current value

$346,651

Previous $400,000 18.5%

% of portfolio

0.03%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$29.72 - $31.94 $75,934 - $81,606	-2,555 Reduced 19.44%	10,588 $326,000
Q4 2024 Jan 30, 2025	BUY	$30.48 - $34.2 $101,833 - $114,262	3,341 Added 34.08%	13,143 $400,000
Q3 2024 Nov 05, 2024	BUY	$29.23 - $33.51 $14,088 - $16,151	482 Added 5.17%	9,802 $323,000
Q2 2024 Aug 09, 2024	BUY	$28.28 - $31.13 $1,272 - $1,400	45 Added 0.49%	9,320 $285,000
Q1 2024 May 16, 2024	BUY	$27.04 - $29.77 $12,168 - $13,396	450 Added 5.1%	9,275 $273,000
Q4 2023 Jan 05, 2024	SELL	$25.6 - $28.88 $65,280 - $73,644	-2,550 Reduced 22.42%	8,825 $254,000
Q3 2023 Nov 15, 2023	BUY	$26.52 - $29.84 $43,041 - $48,430	1,623 Added 16.64%	11,375 $303,000
Q3 2023 Nov 09, 2023	BUY	$26.52 - $29.84 $218,763 - $246,150	8,249 Added 548.84%	9,752 $260,000
Q2 2023 Aug 14, 2023	BUY	$26.67 - $29.16 $39,284 - $42,952	1,473 Added 4910.0%	1,503 $42,000
Q2 2023 Jul 25, 2023	SELL	$26.67 - $29.16 $326,734 - $357,239	-12,251 Reduced 99.76%	30 $0
Q1 2023 May 08, 2023	SELL	$26.2 - $30.06 $389,803 - $447,232	-14,878 Reduced 54.78%	12,281 $341,000
Q4 2022 Feb 15, 2023	SELL	$23.78 - $27.77 $280,175 - $327,186	-11,782 Reduced 30.26%	27,159 $724,000
Q3 2022 Dec 12, 2022	SELL	$24.62 - $29.39 $9.49 Million - $11.3 Million	-385,609 Reduced 90.83%	38,941 $1.06 Million
Q1 2022 Sep 07, 2022	BUY	$30.13 - $38.07 $12.8 Million - $16.2 Million	424,550 New	424,550 $12.9 Million

Others Institutions Holding XSOE

# of Institutions

251

Shares Held

34.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Wealth Plan Investment Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History