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

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 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 31,891 shares of XSOE stock, worth $980,329. This represents 0.08% of its overall portfolio holdings.

Number of Shares

31,891

Previous 25,902 23.12%

Holding current value

$980,329

Previous $763,000 23.07%

% of portfolio

0.08%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$24.26 - $27.77 $21,227 - $24,298	875 Added 12.23%	8,028 $214,000
Q3 2022 Nov 07, 2022	BUY	N/A	2,245 Added 45.74%	7,153 $176,000
Q2 2022 Aug 01, 2022	SELL	N/A	-116 Reduced 2.31%	4,908 $141,000
Q1 2022 May 25, 2022	BUY	N/A	753 Added 17.63%	5,024 $164,000
Q4 2021 Feb 07, 2022	BUY	N/A	4,271 New	4,271 $157,000

Others Institutions Holding XSOE

# of Institutions

250

Shares Held

44.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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