Beaumont Financial Partners, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Beaumont Financial Partners, LLC

$1.04 Billion
Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 20,592 shares of XSOE stock, worth $617,760. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,592

Previous 29,997 31.35%

Holding current value

$617,760

Previous $860,000 41.05%

% of portfolio

0.05%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$24.62 - $29.39 $231,551 - $276,412	-9,405 Reduced 31.35%	20,592 $507,000
Q2 2022 Aug 04, 2022	SELL	$28.19 - $33.79 $36,224 - $43,420	-1,285 Reduced 4.11%	29,997 $860,000
Q1 2022 May 09, 2022	SELL	$30.13 - $38.07 $864,610 - $1.09 Million	-28,696 Reduced 47.84%	31,282 $1.02 Million
Q4 2021 Feb 07, 2022	SELL	$35.7 - $39.01 $198,849 - $217,285	-5,570 Reduced 8.5%	59,978 $2.21 Million
Q3 2021 Nov 12, 2021	SELL	$37.03 - $41.81 $14.6 Million - $16.5 Million	-393,844 Reduced 85.73%	65,548 $2.45 Million
Q2 2021 Aug 04, 2021	SELL	$39.26 - $42.54 $5.44 Million - $5.9 Million	-138,599 Reduced 23.18%	459,392 $0
Q1 2021 May 04, 2021	BUY	$39.62 - $45.05 $11.6 Million - $13.2 Million	294,000 Added 96.71%	597,991 $24.3 Million
Q4 2020 Feb 08, 2021	BUY	$33.67 - $39.76 $6.2 Million - $7.32 Million	184,004 Added 153.35%	303,991 $12.1 Million
Q3 2020 Nov 02, 2020	SELL	$30.26 - $34.75 $1.11 Million - $1.27 Million	-36,636 Reduced 23.39%	119,987 $4.04 Million
Q2 2020 Aug 05, 2020	BUY	$23.37 - $30.48 $1.84 Million - $2.4 Million	78,872 Added 101.44%	156,623 $4.68 Million
Q1 2020 May 08, 2020	SELL	$21.97 - $32.5 $5.58 Million - $8.25 Million	-253,941 Reduced 76.56%	77,751 $1.9 Million
Q4 2019 Feb 06, 2020	SELL	$27.22 - $31.28 $2.15 Million - $2.47 Million	-79,103 Reduced 19.26%	331,692 $10.4 Million
Q3 2019 Nov 06, 2019	SELL	$27.49 - $28.9 $124,722 - $131,119	-4,537 Reduced 1.09%	410,795 $0
Q2 2019 Aug 06, 2019	SELL	N/A	-43,847 Reduced 9.55%	415,332 $12 Million
Q1 2019 May 06, 2019	BUY	N/A	308,502 Added 204.74%	459,179 $13.2 Million
Q4 2018 Feb 07, 2019	BUY	N/A	150,677 New	150,677 $3.85 Million

Others Institutions Holding XSOE

# of Institutions

250

Shares Held

43.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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Beaumont Financial Partners, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History