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

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

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 37,581 shares of XSOE stock, worth $1.16 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
37,581
Previous 36,401 3.24%
Holding current value
$1.16 Million
Previous $1.11 Million 11.4%
% of portfolio
0.08%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
246
Shares Held
43.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

XSOE Quotes by TradingView
  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
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