Acorn Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Acorn Wealth Advisors, LLC

$251 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 03, 2022	SELL	$30.13 - $38.07 $172,765 - $218,293	-5,734 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$35.7 - $39.01 $204,703 - $223,683	5,734 New	5,734 $211,000

Others Institutions Holding XSOE

# of Institutions

249

Shares Held

35.4M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

3.35M
Shares

$129 Million
1.38% of portfolio
Morgan Stanley New York, NY

2.79M
Shares

$108 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.1M
Shares

$80.9 Million
0.01% of portfolio
Valmark Advisers, Inc.

1.64M
Shares

$63.1 Million
0.8% of portfolio
Lpl Financial LLC Fort Mill, SC

1.53M
Shares

$58.8 Million
0.02% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
Industry ETFs

More about XSOE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.