Legacy Financial Group LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Legacy Financial Group LLC

$537 Million
Q4 2024

A detailed history of Legacy Financial Group LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Legacy Financial Group LLC holds 25,767 shares of XSOE stock, worth $799,034. This represents 0.15% of its overall portfolio holdings.

Number of Shares

25,767

Previous 40,018 35.61%

Holding current value

$799,034

Previous $1.32 Billion 99.94%

% of portfolio

0.15%

Previous 0.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$30.48 - $34.2 $434,370 - $487,384	-14,251 Reduced 35.61%	25,767 $785,000
Q3 2024 Oct 15, 2024	SELL	$29.23 - $33.51 $7.74 Million - $8.87 Million	-264,671 Reduced 86.87%	40,018 $1.32 Billion
Q2 2024 Jul 17, 2024	SELL	$28.28 - $31.13 $9.52 Million - $10.5 Million	-336,615 Reduced 52.49%	304,689 $9.33 Billion
Q1 2024 Apr 10, 2024	BUY	$27.04 - $29.77 $16.5 Million - $18.1 Million	608,483 Added 1853.94%	641,304 $18.9 Billion
Q4 2023 Jan 22, 2024	SELL	$25.6 - $28.88 $14.2 Million - $16 Million	-555,297 Reduced 94.42%	32,821 $948 Million
Q3 2023 Oct 24, 2023	SELL	$26.52 - $29.84 $957,265 - $1.08 Million	-36,096 Reduced 5.78%	588,118 $15.7 Million
Q2 2023 Jul 24, 2023	BUY	$26.67 - $29.16 $1.18 Million - $1.28 Million	44,060 Added 7.59%	624,214 $17.4 Million
Q1 2023 Apr 21, 2023	BUY	$26.2 - $30.06 $1.96 Million - $2.25 Million	74,779 Added 14.8%	580,154 $16.2 Million
Q4 2022 Jan 26, 2023	BUY	$23.78 - $27.77 $1.64 Million - $1.91 Million	68,905 Added 15.79%	505,375 $0
Q3 2022 Oct 13, 2022	BUY	$24.62 - $29.39 $664,370 - $793,089	26,985 Added 6.59%	436,470 $10.7 Million
Q2 2022 Jul 08, 2022	BUY	$28.19 - $33.79 $1.87 Million - $2.24 Million	66,180 Added 19.28%	409,485 $11.7 Million
Q1 2022 Apr 12, 2022	BUY	$30.13 - $38.07 $2.7 Million - $3.41 Million	89,687 Added 35.36%	343,305 $11.2 Million
Q4 2021 Jan 20, 2022	SELL	$35.7 - $39.01 $1.68 Million - $1.84 Million	-47,094 Reduced 15.66%	253,618 $9.17 Million
Q3 2021 Oct 22, 2021	BUY	$37.03 - $41.81 $1.23 Million - $1.39 Million	33,193 Added 12.41%	300,712 $11.2 Million
Q2 2021 Jul 20, 2021	BUY	$39.26 - $42.54 $2.03 Million - $2.2 Million	51,665 Added 23.94%	267,519 $11.3 Million
Q1 2021 Apr 26, 2021	BUY	$39.62 - $45.05 $2.17 Million - $2.47 Million	54,865 Added 34.08%	215,854 $8.78 Million
Q4 2020 Jan 28, 2021	BUY	$33.67 - $39.76 $5.42 Million - $6.4 Million	160,989 New	160,989 $6.39 Million

Others Institutions Holding XSOE

# of Institutions

249

Shares Held

41.2M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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Legacy Financial Group LLC Wisdomtree Tr Emerging Mkts Ex Transaction History