Ae Wealth Management LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Ae Wealth Management LLC holds 6,474 shares of XSOE stock, worth $210,405. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,474

Previous 8,591 24.64%

Holding current value

$210,405

Previous $261,000 23.75%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$29.72 - $31.94 $62,917 - $67,616	-2,117 Reduced 24.64%	6,474 $199,000
Q4 2024 Feb 13, 2025	BUY	$30.48 - $34.2 $20,482 - $22,982	672 Added 8.49%	8,591 $261,000
Q3 2024 Nov 14, 2024	BUY	$29.23 - $33.51 $231,472 - $265,365	7,919 New	7,919 $261,000
Q1 2024 May 15, 2024	SELL	$27.04 - $29.77 $7.18 Million - $7.91 Million	-265,607 Reduced 97.22%	7,592 $223,000
Q4 2023 Feb 14, 2024	SELL	$25.6 - $28.88 $1.04 Million - $1.17 Million	-40,557 Reduced 12.93%	273,199 $7.89 Million
Q3 2023 Oct 11, 2023	BUY	$26.52 - $29.84 $272,784 - $306,934	10,286 Added 3.39%	313,756 $8.37 Million
Q2 2023 Jul 10, 2023	BUY	$26.67 - $29.16 $23,949 - $26,185	898 Added 0.3%	303,470 $8.48 Million
Q1 2023 Apr 14, 2023	BUY	$26.2 - $30.06 $2.31 Million - $2.65 Million	88,306 Added 41.21%	302,572 $8.42 Million
Q4 2022 Jan 31, 2023	SELL	$23.78 - $27.77 $1.12 Million - $1.31 Million	-47,097 Reduced 18.02%	214,266 $5.72 Million
Q3 2022 Oct 25, 2022	BUY	$24.62 - $29.39 $901,732 - $1.08 Million	36,626 Added 16.3%	261,363 $6.44 Million
Q2 2022 Aug 03, 2022	SELL	$28.19 - $33.79 $1.53 Million - $1.83 Million	-54,175 Reduced 19.42%	224,737 $6.45 Million
Q1 2022 Apr 18, 2022	BUY	$30.13 - $38.07 $2.89 Million - $3.65 Million	95,894 Added 52.4%	278,912 $9.11 Million
Q4 2021 Jan 20, 2022	SELL	$35.7 - $39.01 $7.26 Million - $7.93 Million	-203,336 Reduced 52.63%	183,018 $6.74 Million
Q3 2021 Nov 01, 2021	SELL	$37.03 - $41.81 $1.38 Million - $1.56 Million	-37,213 Reduced 8.79%	386,354 $14.4 Million
Q2 2021 Jul 21, 2021	BUY	$39.26 - $42.54 $3.4 Million - $3.68 Million	86,578 Added 25.69%	423,567 $17.8 Million
Q1 2021 Apr 27, 2021	SELL	$39.62 - $45.05 $1.02 Million - $1.16 Million	-25,841 Reduced 7.12%	336,989 $13.7 Million
Q4 2020 Feb 01, 2021	BUY	$33.67 - $39.76 $11.6 Million - $13.7 Million	344,270 Added 1854.9%	362,830 $14.4 Million
Q3 2020 Nov 06, 2020	SELL	$30.26 - $34.75 $2 Million - $2.29 Million	-65,985 Reduced 78.05%	18,560 $625,000
Q2 2020 Aug 05, 2020	BUY	$23.37 - $30.48 $1.98 Million - $2.58 Million	84,545 New	84,545 $2.53 Million
Q4 2019 Jan 15, 2020	SELL	$27.22 - $31.28 $291,553 - $335,040	-10,711 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$27.49 - $28.9 $294,445 - $309,547	10,711 New	10,711 $296,000

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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Ae Wealth Management LLC Wisdomtree Tr Emerging Mkts Ex Transaction History