Coyle Financial Counsel LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Coyle Financial Counsel LLC

$299 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$30.13 - $38.07 $1.58 Million - $2 Million	-52,556 Closed	0 $0
Q4 2021 Feb 07, 2022	SELL	$35.7 - $39.01 $6.18 Million - $6.76 Million	-173,244 Reduced 76.72%	52,556 $1.94 Million
Q3 2021 Nov 19, 2021	BUY	$37.03 - $41.81 $200,887 - $226,819	5,425 Added 2.46%	225,800 $8.43 Million
Q2 2021 Aug 04, 2021	BUY	$39.26 - $42.54 $726,663 - $787,372	18,509 Added 9.17%	220,375 $9.27 Million
Q1 2021 May 10, 2021	BUY	$39.62 - $45.05 $794,182 - $903,027	20,045 Added 11.02%	201,866 $8.21 Million
Q4 2020 Feb 03, 2021	SELL	$33.67 - $39.76 $42,828 - $50,574	-1,272 Reduced 0.69%	181,821 $7.21 Million
Q3 2020 Nov 09, 2020	BUY	$30.26 - $34.75 $4,206 - $4,830	139 Added 0.08%	183,093 $6.17 Million
Q2 2020 Aug 14, 2020	BUY	$23.37 - $30.48 $7,034 - $9,174	301 Added 0.16%	182,954 $5.47 Million
Q1 2020 May 12, 2020	BUY	$21.97 - $32.5 $4.01 Million - $5.94 Million	182,653 New	182,653 $4.46 Million

Others Institutions Holding XSOE

# of Institutions

253

Shares Held

35.3M

Call Options Held

1.8K

Put Options Held

0

Morgan Stanley New York, NY

3.53M
Shares

$110 Million
0.01% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.4M
Shares

$74.9 Million
0.93% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$61.7 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.81M
Shares

$56.3 Million
0.5% of portfolio
Valmark Advisers, Inc.

1.67M
Shares

$52.1 Million
0.79% 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 Coyle Financial Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coyle Financial Counsel LLC with notifications on news.