Sweet Financial Partners, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Sweet Financial Partners, LLC

$420 Million
Q1 2024

A detailed history of Sweet Financial Partners, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 291,253 shares of XSOE stock, worth $8.92 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

291,253

Previous 263,518 10.52%

Holding current value

$8.92 Million

Previous $7.61 Million 12.75%

% of portfolio

2.04%

Previous 1.82%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$27.04 - $29.77 $749,954 - $825,670	27,735 Added 10.52%	291,253 $8.58 Million
Q4 2023 Jan 12, 2024	SELL	$25.6 - $28.88 $681,472 - $768,785	-26,620 Reduced 9.17%	263,518 $7.61 Million
Q3 2023 Oct 23, 2023	BUY	$26.52 - $29.84 $214,997 - $241,912	8,107 Added 2.87%	290,138 $7.74 Million
Q2 2023 Jul 24, 2023	BUY	$26.67 - $29.16 $40,751 - $44,556	1,528 Added 0.54%	282,031 $7.88 Million
Q1 2023 Apr 14, 2023	SELL	$26.2 - $30.06 $1.39 Million - $1.6 Million	-53,131 Reduced 15.92%	280,503 $7.81 Million

Q4 2022 Jan 19, 2023	BUY	$24.26 - $27.77 $49,320 - $56,456	2,033 Added 0.61%	333,634 $0
Q3 2022 Nov 10, 2022	BUY	N/A	8,909 Added 2.76%	331,601 $8.16 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-780 Reduced 0.24%	322,692 $9.26 Million
Q1 2022 Apr 22, 2022	BUY	N/A	150,351 Added 86.85%	323,472 $10.6 Million
Q4 2021 Feb 07, 2022	BUY	N/A	173,121 New	173,121 $6.38 Million

Others Institutions Holding XSOE

# of Institutions

250

Shares Held

44.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Sweet Financial Partners, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History