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

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 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 33,216 shares of XSOE stock, worth $1.28 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
33,216
Previous 38,699 14.17%
Holding current value
$1.28 Million
Previous $1.33 Billion 5.55%
% of portfolio
0.23%
Previous 0.25%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$34.31 - $38.09 $188,121 - $208,847
-5,483 Reduced 14.17%
33,216 $1.26 Billion
Q2 2025

Aug 11, 2025
SELL
$27.26 - $34.48 $1.77 Million - $2.24 Million
-65,072 Reduced 62.71%
38,699 $1.33 Billion
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
35.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

XSOE Quotes by TradingView
  • Ticker XSOE
  • Sector ETFs
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More about XSOE
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