Ever Source Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 37,311 shares of XSOE stock, worth $1.43 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

37,311

Previous 41,034 9.07%

Holding current value

$1.43 Million

Previous $1.27 Million 1.58%

% of portfolio

0.07%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$27.26 - $34.48 $101,488 - $128,369	-3,723 Reduced 9.07%	37,311 $1.29 Million
Q1 2025 May 13, 2025	SELL	$29.72 - $31.94 $16,970 - $18,237	-571 Reduced 1.37%	41,034 $1.27 Million
Q4 2024 Feb 07, 2025	BUY	$30.48 - $34.2 $122,651 - $137,620	4,024 Added 10.71%	41,605 $1.27 Million
Q3 2024 Nov 08, 2024	BUY	$29.23 - $33.51 $34,491 - $39,541	1,180 Added 3.24%	37,581 $1.24 Million
Q2 2024 Aug 13, 2024	BUY	$28.28 - $31.13 $127,542 - $140,396	4,510 Added 14.14%	36,401 $1.11 Million
Q1 2024 Jun 11, 2024	BUY	$27.04 - $29.77 $161,942 - $178,292	5,989 Added 23.12%	31,891 $939,000
Q4 2023 Feb 09, 2024	BUY	$25.6 - $28.88 $91,776 - $103,534	3,585 Added 16.06%	25,902 $748,000
Q3 2023 Nov 03, 2023	BUY	$26.52 - $29.84 $265,253 - $298,459	10,002 Added 81.22%	22,317 $595,000
Q2 2023 Aug 04, 2023	BUY	$26.67 - $29.16 $44,885 - $49,076	1,683 Added 15.83%	12,315 $344,000
Q1 2023 May 11, 2023	BUY	$26.2 - $30.06 $68,224 - $78,276	2,604 Added 32.44%	10,632 $295,000
Q4 2022 Feb 09, 2023	BUY	$23.78 - $27.77 $20,807 - $24,298	875 Added 12.23%	8,028 $214,000
Q3 2022 Nov 07, 2022	BUY	$24.62 - $29.39 $55,271 - $65,980	2,245 Added 45.74%	7,153 $176,000
Q2 2022 Aug 01, 2022	SELL	$28.19 - $33.79 $3,270 - $3,919	-116 Reduced 2.31%	4,908 $141,000
Q1 2022 May 25, 2022	BUY	$30.13 - $38.07 $22,687 - $28,666	753 Added 17.63%	5,024 $164,000
Q4 2021 Feb 07, 2022	BUY	$35.7 - $39.01 $152,474 - $166,611	4,271 New	4,271 $157,000

Others Institutions Holding XSOE

# of Institutions

249

Shares Held

35.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Ever Source Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History