Modera Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Modera Wealth Management, LLC

$7.26 Billion
Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,390 shares of XSOE stock, worth $305,175. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,390

Previous 9,390 -0.0%

Holding current value

$305,175

Previous $286,000 1.05%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$28.28 - $31.13 $16,261 - $17,899	-575 Reduced 5.77%	9,390 $287,000
Q1 2024 May 14, 2024	BUY	$27.04 - $29.77 $15,548 - $17,117	575 Added 6.12%	9,965 $293,000
Q3 2023 Nov 30, 2023	BUY	$26.52 - $29.84 $249,022 - $280,197	9,390 New	9,390 $250,000
Q1 2022 May 03, 2022	SELL	$30.13 - $38.07 $208,379 - $263,292	-6,916 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$35.7 - $39.01 $57,298 - $62,611	-1,605 Reduced 18.84%	6,916 $255,000
Q3 2021 Nov 04, 2021	BUY	$37.03 - $41.81 $53,175 - $60,039	1,436 Added 20.27%	8,521 $318,000
Q2 2021 Aug 02, 2021	BUY	$39.26 - $42.54 $48,446 - $52,494	1,234 Added 21.09%	7,085 $298,000
Q1 2021 Apr 29, 2021	BUY	$39.62 - $45.05 $29,318 - $33,337	740 Added 14.48%	5,851 $238,000
Q4 2020 Feb 11, 2021	BUY	$33.67 - $39.76 $172,087 - $203,213	5,111 New	5,111 $203,000

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
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Modera Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History