Defined Financial Planning LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Defined Financial Planning LLC holds 134,948 shares of XSOE stock, worth $4.2 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares
134,948
Previous 122,202 10.43%
Holding current value
$4.2 Million
Previous $3.72 Billion 12.13%
% of portfolio
4.23%
Previous 3.98%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$29.72 - $31.94 $378,811 - $407,107
12,746 Added 10.43%
134,948 $4.18 Billion
Q4 2024

Feb 13, 2025
BUY
$30.48 - $34.2 $3.72 Million - $4.18 Million
122,202 New
122,202 $3.72 Billion

Others Institutions Holding XSOE

# of Institutions
255
Shares Held
35.2M
Call Options Held
1.8K
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

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