Steward Partners Investment Advisory, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 10,465 shares of XSOE stock, worth $361,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,465

Previous 11,165 6.27%

Holding current value

$361,775

Previous $340,000 5.0%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$29.72 - $31.94 $20,804 - $22,358	-700 Reduced 6.27%	10,465 $323,000
Q4 2024 Feb 06, 2025	SELL	$30.48 - $34.2 $49,499 - $55,540	-1,624 Reduced 12.7%	11,165 $340,000
Q3 2024 Nov 14, 2024	SELL	$29.23 - $33.51 $6,138 - $7,037	-210 Reduced 1.62%	12,789 $422,000
Q2 2024 Aug 08, 2024	SELL	$28.28 - $31.13 $5,627 - $6,194	-199 Reduced 1.51%	12,999 $398,000
Q1 2024 May 15, 2024	SELL	$27.04 - $29.77 $1,270 - $1,399	-47 Reduced 0.35%	13,198 $388,000
Q4 2023 Feb 12, 2024	BUY	$25.6 - $28.88 $1,945 - $2,194	76 Added 0.58%	13,245 $382,000
Q3 2023 Nov 13, 2023	SELL	$26.52 - $29.84 $899,028 - $1.01 Million	-33,900 Reduced 72.02%	13,169 $351,000
Q2 2023 Aug 14, 2023	SELL	$26.67 - $29.16 $20,189 - $22,074	-757 Reduced 1.58%	47,069 $1.32 Million
Q1 2023 May 15, 2023	BUY	$26.2 - $30.06 $635,061 - $728,624	24,239 Added 102.76%	47,826 $1.33 Million
Q4 2022 Feb 15, 2023	SELL	$23.78 - $27.77 $85,655 - $100,027	-3,602 Reduced 13.25%	23,587 $629,000
Q3 2022 Nov 10, 2022	BUY	$24.62 - $29.39 $255,407 - $304,891	10,374 Added 61.69%	27,189 $669,000
Q2 2022 Aug 04, 2022	SELL	$28.19 - $33.79 $71,715 - $85,961	-2,544 Reduced 13.14%	16,815 $482,000
Q1 2022 May 02, 2022	SELL	$30.13 - $38.07 $2.65 Million - $3.34 Million	-87,837 Reduced 81.94%	19,359 $632,000
Q4 2021 Feb 08, 2022	SELL	$35.7 - $39.01 $130,769 - $142,893	-3,663 Reduced 3.3%	107,196 $3.95 Million
Q3 2021 Nov 12, 2021	BUY	$37.03 - $41.81 $392,740 - $443,436	10,606 Added 10.58%	110,859 $4.14 Million
Q2 2021 Aug 13, 2021	SELL	$39.26 - $42.54 $213,299 - $231,119	-5,433 Reduced 5.14%	100,253 $4.22 Million
Q1 2021 May 14, 2021	BUY	$39.62 - $45.05 $1.04 Million - $1.18 Million	26,190 Added 32.95%	105,686 $0
Q4 2020 Feb 11, 2021	BUY	$33.67 - $39.76 $174,848 - $206,473	5,193 Added 6.99%	79,496 $3.15 Million
Q3 2020 Oct 30, 2020	SELL	$30.26 - $34.75 $206,252 - $236,856	-6,816 Reduced 8.4%	74,303 $2.5 Million
Q2 2020 Aug 06, 2020	SELL	$23.37 - $30.48 $72,517 - $94,579	-3,103 Reduced 3.68%	81,119 $2.43 Million
Q1 2020 Apr 29, 2020	BUY	$21.97 - $32.5 $42,226 - $62,465	1,922 Added 2.34%	84,222 $2.06 Million
Q4 2019 Jan 17, 2020	BUY	$27.22 - $31.28 $99,271 - $114,078	3,647 Added 4.64%	82,300 $2.57 Million
Q3 2019 Oct 30, 2019	BUY	$27.49 - $28.9 $127,993 - $134,558	4,656 Added 6.29%	78,653 $2.17 Million
Q2 2019 Jul 25, 2019	BUY	N/A	789 Added 1.08%	73,997 $2.14 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-11,470 Reduced 13.55%	73,208 $2.11 Million
Q4 2018 Jan 15, 2019	BUY	N/A	8,761 Added 11.54%	84,678 $2.16 Million
Q3 2018 Oct 23, 2018	BUY	N/A	75,917 New	75,917 $2.15 Million

Others Institutions Holding XSOE

# of Institutions

251

Shares Held

34.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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Steward Partners Investment Advisory, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History