Kathleen S. Wright Associates Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Kathleen S. Wright Associates Inc.

  • $247 Million
  • Q1 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 700 shares of XSOE stock, worth $22,750. This represents 0.01% of its overall portfolio holdings.

Number of Shares
700
Previous 2,700 74.07%
Holding current value
$22,750
Previous $82,000 74.39%
% of portfolio
0.01%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$29.72 - $31.94 $59,440 - $63,880
-2,000 Reduced 74.07%
700 $21,000
Q1 2024

Apr 17, 2024
SELL
$27.04 - $29.77 $3,163 - $3,483
-117 Reduced 4.15%
2,700 $79,000
Q4 2023

Jan 31, 2024
SELL
$25.6 - $28.88 $120,704 - $136,169
-4,715 Reduced 62.6%
2,817 $81,000
Q3 2023

Oct 20, 2023
SELL
$26.52 - $29.84 $757,676 - $852,528
-28,570 Reduced 79.14%
7,532 $200,000
Q2 2023

Jul 20, 2023
SELL
$26.67 - $29.16 $38,751 - $42,369
-1,453 Reduced 3.87%
36,102 $1.01 Million
Q1 2023

Apr 21, 2023
SELL
$26.2 - $30.06 $49,072 - $56,302
-1,873 Reduced 4.75%
37,555 $1.05 Million
Q4 2022

Feb 01, 2023
SELL
$23.78 - $27.77 $161,537 - $188,641
-6,793 Reduced 14.7%
39,428 $1.05 Million
Q3 2022

Oct 18, 2022
SELL
$24.62 - $29.39 $28,313 - $33,798
-1,150 Reduced 2.43%
46,221 $1.14 Million
Q2 2022

Jul 15, 2022
SELL
$28.19 - $33.79 $270,764 - $324,552
-9,605 Reduced 16.86%
47,371 $1.36 Million
Q1 2022

Apr 29, 2022
BUY
$30.13 - $38.07 $371,201 - $469,022
12,320 Added 27.59%
56,976 $1.86 Million
Q4 2021

Feb 02, 2022
BUY
$35.7 - $39.01 $1.59 Million - $1.74 Million
44,656 New
44,656 $1.65 Million

Others Institutions Holding XSOE

# of Institutions
251
Shares Held
34.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

XSOE Quotes by TradingView
  • Ticker XSOE
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More about XSOE
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