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

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024

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 9,965 shares of XSOE stock, worth $306,324. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,965
Previous 9,390 6.12%
Holding current value
$306,324
Previous $271,000 8.12%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-6,916 Closed
0 $0
Q4 2021

Feb 04, 2022
SELL
N/A
-1,605 Reduced 18.84%
6,916 $255,000
Q3 2021

Nov 04, 2021
BUY
N/A
1,436 Added 20.27%
8,521 $318,000
Q2 2021

Aug 02, 2021
BUY
N/A
1,234 Added 21.09%
7,085 $298,000
Q1 2021

Apr 29, 2021
BUY
N/A
740 Added 14.48%
5,851 $238,000
Q4 2020

Feb 11, 2021
BUY
N/A
5,111 New
5,111 $203,000

Others Institutions Holding XSOE

# of Institutions
250
Shares Held
44.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

XSOE Quotes by TradingView
  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
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