Spectrum Planning & Advisory Services Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$28.19 - $33.79 $1.96 Million - $2.35 Million	-69,517 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$30.13 - $38.07 $492,474 - $622,254	16,345 Added 30.74%	69,517 $2.27 Million
Q4 2021 Jan 19, 2022	SELL	$35.7 - $39.01 $533,786 - $583,277	-14,952 Reduced 21.95%	53,172 $1.96 Million
Q3 2021 Oct 13, 2021	SELL	$37.03 - $41.81 $747,931 - $844,478	-20,198 Reduced 22.87%	68,124 $2.54 Million
Q2 2021 Jul 19, 2021	BUY	$39.26 - $42.54 $181,852 - $197,045	4,632 Added 5.53%	88,322 $3.72 Million
Q1 2021 Apr 27, 2021	SELL	$39.62 - $45.05 $207,291 - $235,701	-5,232 Reduced 5.88%	83,690 $3.41 Million
Q4 2020 Feb 02, 2021	BUY	$33.67 - $39.76 $2.99 Million - $3.54 Million	88,922 New	88,922 $3.53 Million

Others Institutions Holding XSOE

# of Institutions

249

Shares Held

35.4M

Call Options Held

Put Options Held

Resources Investment Advisors, Llc. Overland Park, KS

3.35M
Shares

$125 Million
1.38% of portfolio
Morgan Stanley New York, NY

2.79M
Shares

$104 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.1M
Shares

$78.3 Million
0.01% of portfolio
Valmark Advisers, Inc.

1.64M
Shares

$61.1 Million
0.8% of portfolio
Lpl Financial LLC Fort Mill, SC

1.53M
Shares

$57 Million
0.02% of portfolio

View Full List

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