Howard Financial Services, Ltd. Wisdomtree Tr Emerging Mkts Ex Transaction History

Howard Financial Services, Ltd.

$728 Million
Q4 2024

A detailed history of Howard Financial Services, Ltd. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 350,160 shares of XSOE stock, worth $10.6 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

350,160

Previous 381,533 8.22%

Holding current value

$10.6 Million

Previous $12.6 Million 15.32%

% of portfolio

1.47%

Previous 1.84%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$30.48 - $34.2 $956,249 - $1.07 Million	-31,373 Reduced 8.22%	350,160 $10.7 Million
Q3 2024 Oct 08, 2024	SELL	$29.23 - $33.51 $502,083 - $575,601	-17,177 Reduced 4.31%	381,533 $12.6 Million
Q2 2024 Jul 12, 2024	BUY	$28.28 - $31.13 $847,664 - $933,090	29,974 Added 8.13%	398,710 $12.2 Million
Q1 2024 Apr 16, 2024	BUY	$27.04 - $29.77 $234,409 - $258,076	8,669 Added 2.41%	368,736 $10.9 Million
Q4 2023 Jan 09, 2024	BUY	$25.6 - $28.88 $647,552 - $730,519	25,295 Added 7.56%	360,067 $10.4 Million
Q3 2023 Oct 10, 2023	BUY	$26.52 - $29.84 $383,214 - $431,188	14,450 Added 4.51%	334,772 $8.93 Million
Q2 2023 Jul 12, 2023	SELL	$26.67 - $29.16 $52,913 - $57,853	-1,984 Reduced 0.62%	320,322 $8.95 Million
Q1 2023 Apr 05, 2023	BUY	$26.2 - $30.06 $791,947 - $908,623	30,227 Added 10.35%	322,306 $8.97 Million
Q4 2022 Jan 13, 2023	SELL	$23.78 - $27.77 $970,937 - $1.13 Million	-40,830 Reduced 12.26%	292,079 $0
Q3 2022 Oct 12, 2022	BUY	$24.62 - $29.39 $141,688 - $169,139	5,755 Added 1.76%	332,909 $8.2 Million
Q2 2022 Jul 18, 2022	SELL	$28.19 - $33.79 $223,715 - $268,157	-7,936 Reduced 2.37%	327,154 $9.38 Million
Q1 2022 Apr 20, 2022	BUY	$30.13 - $38.07 $1.27 Million - $1.61 Million	42,292 Added 14.44%	335,090 $10.9 Million
Q4 2021 Jan 27, 2022	BUY	$35.7 - $39.01 $2.17 Million - $2.37 Million	60,825 Added 26.22%	292,798 $10.8 Million
Q3 2021 Nov 01, 2021	BUY	$37.03 - $41.81 $692,609 - $782,014	18,704 Added 8.77%	231,973 $8.66 Million
Q2 2021 Aug 06, 2021	BUY	$39.26 - $42.54 $677,509 - $734,112	17,257 Added 8.8%	213,269 $8.97 Million
Q1 2021 May 03, 2021	BUY	$39.62 - $45.05 $458,997 - $521,904	11,585 Added 6.28%	196,012 $7.98 Million
Q4 2020 Feb 02, 2021	BUY	$33.67 - $39.76 $917,877 - $1.08 Million	27,261 Added 17.35%	184,427 $7.32 Million
Q3 2020 Nov 12, 2020	BUY	$30.26 - $34.75 $802,464 - $921,535	26,519 Added 20.3%	157,166 $5.29 Million
Q2 2020 Jul 29, 2020	BUY	$23.37 - $30.48 $2.29 Million - $2.98 Million	97,877 Added 298.68%	130,647 $3.91 Million
Q1 2020 May 05, 2020	BUY	$21.97 - $32.5 $719,956 - $1.07 Million	32,770 New	32,770 $800,000

Others Institutions Holding XSOE

# of Institutions

247

Shares Held

43.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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Howard Financial Services, Ltd. Wisdomtree Tr Emerging Mkts Ex Transaction History