Invenio Wealth Partners LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Invenio Wealth Partners LLC

$238 Billion
Q1 2025

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 227,781 shares of XSOE stock, worth $7.4 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

227,781

Previous 275,692 17.38%

Holding current value

$7.4 Million

Previous $8.4 Billion 16.32%

% of portfolio

2.95%

Previous 3.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$29.72 - $31.94 $1.42 Million - $1.53 Million	-47,911 Reduced 17.38%	227,781 $7.03 Billion
Q4 2024 Feb 12, 2025	BUY	$30.48 - $34.2 $511,362 - $573,773	16,777 Added 6.48%	275,692 $8.4 Billion
Q3 2024 Nov 13, 2024	BUY	$29.23 - $33.51 $702,776 - $805,680	24,043 Added 10.24%	258,915 $8.55 Billion
Q2 2024 Aug 12, 2024	BUY	$28.28 - $31.13 $634,207 - $698,121	22,426 Added 10.56%	234,872 $7.19 Billion
Q1 2024 May 09, 2024	BUY	$27.04 - $29.77 $2.56 Million - $2.82 Million	94,601 Added 80.28%	212,446 $6.26 Billion
Q4 2023 Feb 09, 2024	BUY	$25.6 - $28.88 $1.02 Million - $1.15 Million	39,718 Added 50.84%	117,845 $3.4 Billion
Q3 2023 Nov 13, 2023	BUY	$26.52 - $29.84 $2.07 Million - $2.33 Million	78,127 New	78,127 $2.08 Billion

Others Institutions Holding XSOE

# of Institutions

251

Shares Held

34.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
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Invenio Wealth Partners LLC Wisdomtree Tr Emerging Mkts Ex Transaction History