Financial Advocates Investment Management Wisdomtree Tr Emerging Mkts Ex Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Financial Advocates Investment Management holds 12,567 shares of XSOE stock, worth $386,686. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,567

Previous 14,364 12.51%

Holding current value

$386,686

Previous $474,000 19.2%

% of portfolio

0.02%

Previous 0.03%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$30.48 - $34.2 $54,772 - $61,457	-1,797 Reduced 12.51%	12,567 $383,000
Q3 2024 Oct 25, 2024	SELL	$29.23 - $33.51 $324,979 - $372,564	-11,118 Reduced 43.63%	14,364 $474,000
Q2 2024 Jul 26, 2024	SELL	$28.28 - $31.13 $246,545 - $271,391	-8,718 Reduced 25.49%	25,482 $780,000
Q1 2024 May 01, 2024	BUY	$27.04 - $29.77 $84,743 - $93,299	3,134 Added 10.09%	34,200 $1.01 Million
Q4 2023 Feb 08, 2024	SELL	$25.6 - $28.88 $110,182 - $124,299	-4,304 Reduced 12.17%	31,066 $897,000
Q3 2023 Oct 27, 2023	SELL	$26.52 - $29.84 $165,696 - $186,440	-6,248 Reduced 15.01%	35,370 $943,000
Q2 2023 Aug 07, 2023	SELL	$26.67 - $29.16 $2.13 Million - $2.33 Million	-79,932 Reduced 65.76%	41,618 $1.16 Million
Q1 2023 May 11, 2023	SELL	$26.2 - $30.06 $11,737 - $13,466	-448 Reduced 0.37%	121,550 $3.38 Million
Q4 2022 Feb 14, 2023	SELL	$23.78 - $27.77 $103,728 - $121,132	-4,362 Reduced 3.45%	121,998 $3.25 Million
Q3 2022 Nov 14, 2022	SELL	$24.62 - $29.39 $76,174 - $90,932	-3,094 Reduced 2.39%	126,360 $3.11 Million
Q2 2022 Aug 12, 2022	BUY	$28.19 - $33.79 $56,267 - $67,444	1,996 Added 1.57%	129,454 $3.71 Million
Q1 2022 May 11, 2022	BUY	$30.13 - $38.07 $118,983 - $150,338	3,949 Added 3.2%	127,458 $4.16 Million
Q4 2021 Feb 14, 2022	BUY	$35.7 - $39.01 $802,321 - $876,710	22,474 Added 22.24%	123,509 $4.55 Million
Q3 2021 Nov 04, 2021	BUY	$37.03 - $41.81 $228,252 - $257,716	6,164 Added 6.5%	101,035 $3.77 Million
Q2 2021 Aug 03, 2021	BUY	$39.26 - $42.54 $348,628 - $377,755	8,880 Added 10.33%	94,871 $3.99 Million
Q1 2021 May 10, 2021	BUY	$39.62 - $45.05 $457,333 - $520,012	11,543 Added 15.5%	85,991 $3.5 Million
Q4 2020 Feb 12, 2021	BUY	$33.67 - $39.76 $563,871 - $665,860	16,747 Added 29.02%	74,448 $2.95 Million
Q3 2020 Nov 04, 2020	SELL	$30.26 - $34.75 $27,143 - $31,170	-897 Reduced 1.53%	57,701 $1.94 Million
Q2 2020 Aug 14, 2020	BUY	$23.37 - $30.48 $39,775 - $51,876	1,702 Added 2.99%	58,598 $1.75 Million
Q1 2020 Apr 29, 2020	BUY	$21.97 - $32.5 $136,235 - $201,532	6,201 Added 12.23%	56,896 $1.39 Million
Q4 2019 Feb 13, 2020	SELL	$27.22 - $31.28 $66,607 - $76,542	-2,447 Reduced 4.6%	50,695 $1.58 Million
Q3 2019 Nov 13, 2019	BUY	$27.49 - $28.9 $43,736 - $45,979	1,591 Added 3.09%	53,142 $1.47 Million
Q2 2019 Aug 08, 2019	BUY	N/A	1,801 Added 3.62%	51,551 $1.49 Million
Q1 2019 May 16, 2019	SELL	N/A	-300 Reduced 0.6%	49,750 $1.43 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-190 Reduced 0.38%	50,050 $0
Q3 2018 Nov 14, 2018	BUY	N/A	4,375 Added 9.54%	50,240 $0
Q2 2018 Aug 09, 2018	BUY	N/A	4,135 Added 9.91%	45,865 $1.33 Million
Q1 2018 May 11, 2018	BUY	N/A	41,730 New	41,730 $1.35 Million

Others Institutions Holding XSOE

# of Institutions

242

Shares Held

40.5M

Call Options Held

Put Options Held

View Full List

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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Wisdomtree Tr Emerging Mkts Ex Transaction History