Jfs Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 125 shares of XSOE stock, worth $4,803. This represents 0.0% of its overall portfolio holdings.

Number of Shares

125

Previous 178 29.78%

Holding current value

$4,803

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$27.26 - $34.48 $1,444 - $1,827	-53 Reduced 29.78%	125 $4,000
Q1 2025 Apr 22, 2025	BUY	$29.72 - $31.94 $29 - $31	1 Added 0.56%	178 $5,000
Q3 2024 Oct 25, 2024	BUY	$29.23 - $33.51 $29 - $33	1 Added 0.57%	177 $5,000
Q2 2024 Jul 15, 2024	BUY	$28.28 - $31.13 $28 - $31	1 Added 0.57%	176 $5,000
Q1 2024 Apr 30, 2024	SELL	$27.04 - $29.77 $2,109 - $2,322	-78 Reduced 30.83%	175 $5,000
Q4 2023 Feb 07, 2024	BUY	$25.6 - $28.88 $25 - $28	1 Added 0.4%	253 $7,000
Q3 2023 Nov 02, 2023	BUY	$26.52 - $29.84 $26 - $29	1 Added 0.4%	252 $6,000
Q2 2023 Aug 07, 2023	BUY	$26.67 - $29.16 $26 - $29	1 Added 0.4%	251 $7,000
Q3 2022 Oct 21, 2022	BUY	$24.62 - $29.39 $49 - $58	2 Added 0.81%	250 $6,000
Q2 2022 Aug 02, 2022	BUY	$28.19 - $33.79 $56 - $67	2 Added 0.81%	248 $7,000
Q3 2021 Nov 09, 2021	BUY	$37.03 - $41.81 $9,109 - $10,285	246 New	246 $9,000

Others Institutions Holding XSOE

# of Institutions

248

Shares Held

35.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Jfs Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History