Summit Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Summit Wealth Partners, LLC

$493 Billion
Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 103,771 shares of XSOE stock, worth $3.37 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

103,771

Previous 123,038 15.66%

Holding current value

$3.37 Million

Previous $3.75 Billion 14.58%

% of portfolio

0.65%

Previous 0.77%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$29.72 - $31.94 $572,615 - $615,387	-19,267 Reduced 15.66%	103,771 $3.2 Billion
Q4 2024 Jan 27, 2025	SELL	$30.48 - $34.2 $421,568 - $473,020	-13,831 Reduced 10.11%	123,038 $3.75 Billion
Q3 2024 Oct 28, 2024	SELL	$29.23 - $33.51 $289,143 - $331,480	-9,892 Reduced 6.74%	136,869 $4.52 Billion
Q2 2024 Sep 11, 2024	SELL	$28.28 - $31.13 $226,749 - $249,600	-8,018 Reduced 5.18%	146,761 $4.5 Billion
Q1 2024 Sep 11, 2024	SELL	$27.04 - $29.77 $105,293 - $115,924	-3,894 Reduced 2.45%	154,779 $4.56 Billion
Q4 2023 Sep 11, 2024	SELL	$25.6 - $28.88 $11,340 - $12,793	-443 Reduced 0.28%	158,673 $4.58 Billion
Q3 2023 Sep 11, 2024	BUY	$26.52 - $29.84 $183,279 - $206,224	6,911 Added 4.54%	159,116 $4.24 Billion
Q2 2023 Sep 11, 2024	SELL	$26.67 - $29.16 $1,706 - $1,866	-64 Reduced 0.04%	152,205 $4.25 Billion
Q1 2023 Sep 11, 2024	BUY	$26.2 - $30.06 $265,117 - $304,177	10,119 Added 7.12%	152,269 $4.24 Billion
Q4 2022 Sep 11, 2024	SELL	$23.78 - $27.77 $587,318 - $685,863	-24,698 Reduced 14.8%	142,150 $3.79 Billion
Q3 2022 Sep 11, 2024	BUY	$24.62 - $29.39 $116,058 - $138,544	4,714 Added 2.91%	166,848 $4.11 Billion
Q2 2022 Sep 11, 2024	SELL	$28.19 - $33.79 $2.28 Million - $2.73 Million	-80,830 Reduced 33.27%	162,134 $4.65 Billion
Q1 2022 Sep 11, 2024	BUY	$30.13 - $38.07 $496,150 - $626,898	16,467 Added 7.27%	242,964 $7.94 Billion
Q4 2021 Sep 10, 2024	BUY	$35.7 - $39.01 $367,995 - $402,115	10,308 Added 4.77%	226,497 $8.35 Billion
Q3 2021 Sep 10, 2024	BUY	$37.03 - $41.81 $1.17 Million - $1.32 Million	31,648 Added 17.15%	216,189 $8.07 Billion
Q2 2021 Sep 10, 2024	BUY	$39.26 - $42.54 $7.25 Million - $7.85 Million	184,541 New	184,541 $7.76 Billion

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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Summit Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History