Avantax Advisory Services, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 70,399 shares of XSOE stock, worth $2.19 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

70,399

Previous 65,458 7.55%

Holding current value

$2.19 Million

Previous $2 Million 16.02%

% of portfolio

0.02%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$29.23 - $33.51 $144,425 - $165,572	4,941 Added 7.55%	70,399 $2.33 Million
Q2 2024 Aug 09, 2024	BUY	$28.28 - $31.13 $317,867 - $349,901	11,240 Added 20.73%	65,458 $2 Million
Q1 2024 May 08, 2024	BUY	$27.04 - $29.77 $174,272 - $191,867	6,445 Added 13.49%	54,218 $1.6 Million
Q4 2023 Feb 07, 2024	BUY	$25.6 - $28.88 $129,971 - $146,623	5,077 Added 11.89%	47,773 $1.38 Million
Q3 2023 Nov 07, 2023	BUY	$26.52 - $29.84 $24,663 - $27,751	930 Added 2.23%	42,696 $1.14 Million
Q2 2023 Aug 11, 2023	BUY	$26.67 - $29.16 $108,786 - $118,943	4,079 Added 10.82%	41,766 $1.17 Million
Q1 2023 Apr 28, 2023	BUY	$26.2 - $30.06 $3,327 - $3,817	127 Added 0.34%	37,687 $1.05 Million
Q4 2022 Feb 13, 2023	BUY	$23.78 - $27.77 $6,373 - $7,442	268 Added 0.72%	37,560 $1 Million
Q3 2022 Nov 01, 2022	BUY	$24.62 - $29.39 $81,442 - $97,222	3,308 Added 9.73%	37,292 $918,000
Q2 2022 Aug 02, 2022	SELL	$28.19 - $33.79 $99,228 - $118,940	-3,520 Reduced 9.39%	33,984 $975,000
Q1 2022 Apr 27, 2022	BUY	$30.13 - $38.07 $248,753 - $314,305	8,256 Added 28.23%	37,504 $1.23 Million
Q4 2021 Jan 24, 2022	SELL	$35.7 - $39.01 $645,598 - $705,456	-18,084 Reduced 38.21%	29,248 $1.08 Million
Q3 2021 Oct 21, 2021	BUY	$37.03 - $41.81 $491,128 - $554,526	13,263 Added 38.93%	47,332 $1.77 Million
Q2 2021 Jul 29, 2021	BUY	$39.26 - $42.54 $924,376 - $1 Million	23,545 Added 223.73%	34,069 $1.43 Million
Q1 2021 May 13, 2021	SELL	$39.62 - $45.05 $91,799 - $104,380	-2,317 Reduced 18.04%	10,524 $426,000
Q4 2020 Jan 22, 2021	SELL	$33.67 - $39.76 $341,548 - $403,325	-10,144 Reduced 44.13%	12,841 $507,000
Q3 2020 Oct 14, 2020	BUY	$30.26 - $34.75 $488,184 - $560,621	16,133 Added 235.45%	22,985 $773,000
Q2 2020 Aug 06, 2020	BUY	$23.37 - $30.48 $160,131 - $208,848	6,852 New	6,852 $203,000

Others Institutions Holding XSOE

# of Institutions

248

Shares Held

43.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Avantax Advisory Services, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History