Retirement Group, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

A detailed history of Retirement Group, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Retirement Group, LLC holds 238 shares of XSOE stock, worth $7,411. This represents 0.0% of its overall portfolio holdings.

Number of Shares

238

Previous 238 -0.0%

Holding current value

$7,411

Previous $6,000 16.67%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$25.6 - $28.88 $51 - $57	2 Added 0.85%	238 $6,000
Q3 2023 Nov 06, 2023	BUY	$26.52 - $29.84 $26 - $29	1 Added 0.43%	236 $6,000
Q2 2023 Aug 15, 2023	BUY	$26.67 - $29.16 $26 - $29	1 Added 0.43%	235 $6,000
Q3 2022 Nov 14, 2022	BUY	$24.62 - $29.39 $73 - $88	3 Added 1.3%	234 $6,000
Q2 2022 Aug 04, 2022	SELL	$28.19 - $33.79 $35,152 - $42,136	-1,247 Reduced 84.37%	231 $7,000
Q3 2021 Nov 16, 2021	BUY	$37.03 - $41.81 $74 - $83	2 Added 0.14%	1,478 $55,000
Q2 2021 Aug 17, 2021	SELL	$39.26 - $42.54 $22,024 - $23,864	-561 Reduced 27.54%	1,476 $62,000
Q1 2021 May 04, 2021	BUY	$39.62 - $45.05 $31,180 - $35,454	787 Added 62.96%	2,037 $83,000
Q4 2020 Feb 22, 2021	SELL	$33.67 - $39.76 $92,053 - $108,703	-2,734 Reduced 68.62%	1,250 $0
Q3 2020 Sep 08, 2021	BUY	$30.26 - $34.75 $120,555 - $138,444	3,984 New	3,984 $132,000

Others Institutions Holding XSOE

# of Institutions

255

Shares Held

35.1M

Call Options Held

1.8K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
Industry ETFs

More about XSOE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.

Account

Retirement Group, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History