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 136,869 shares of XSOE stock, worth $4.4 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
136,869
Previous 146,761 6.74%
Holding current value
$4.4 Million
Previous $4.5 Billion 0.57%
% of portfolio
0.87%
Previous 0.93%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR EMERGING MKTS EX


  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
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