Transamerica Financial Advisors, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Transamerica Financial Advisors, Inc.

$980 Million
Q1 2025

A detailed history of Transamerica Financial Advisors, Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 396,610 shares of XSOE stock, worth $13 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

396,610

Previous 372,948 6.34%

Holding current value

$13 Million

Previous $11.4 Million 7.71%

% of portfolio

1.25%

Previous 1.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$29.72 - $31.94 $703,234 - $755,764	23,662 Added 6.34%	396,610 $12.2 Million
Q4 2024 Feb 12, 2025	SELL	$30.48 - $34.2 $204,368 - $229,311	-6,705 Reduced 1.77%	372,948 $11.4 Million
Q3 2024 Nov 13, 2024	SELL	$29.23 - $33.51 $37,385 - $42,859	-1,279 Reduced 0.34%	379,653 $12.5 Million
Q1 2024 May 15, 2024	BUY	$27.04 - $29.77 $859,385 - $946,150	31,782 Added 9.1%	380,932 $11.2 Million
Q4 2023 Feb 12, 2024	SELL	$25.6 - $28.88 $719,795 - $812,018	-28,117 Reduced 7.45%	349,150 $10.1 Million
Q3 2023 Nov 14, 2023	BUY	$26.52 - $29.84 $380,031 - $427,607	14,330 Added 3.95%	377,267 $10.1 Million
Q2 2023 Aug 14, 2023	BUY	$26.67 - $29.16 $460,857 - $503,884	17,280 Added 5.0%	362,937 $10.1 Million
Q1 2023 May 15, 2023	SELL	$26.2 - $30.06 $407,121 - $467,102	-15,539 Reduced 4.3%	345,657 $9.62 Million
Q4 2022 Feb 14, 2023	BUY	$23.78 - $27.77 $538,188 - $628,490	22,632 Added 6.68%	361,196 $9.64 Million
Q3 2022 Nov 14, 2022	BUY	$24.62 - $29.39 $169,754 - $202,644	6,895 Added 2.08%	338,564 $8.34 Million
Q2 2022 Aug 15, 2022	BUY	$28.19 - $33.79 $9.27 Million - $11.1 Million	328,836 Added 11607.34%	331,669 $0
Q1 2022 May 12, 2022	SELL	$30.13 - $38.07 $11,509 - $14,542	-382 Reduced 11.88%	2,833 $93,000
Q4 2021 Feb 14, 2022	BUY	$35.7 - $39.01 $10,460 - $11,429	293 Added 10.03%	3,215 $119,000
Q3 2021 Nov 15, 2021	BUY	$37.03 - $41.81 $108,201 - $122,168	2,922 New	2,922 $110,000

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

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Transamerica Financial Advisors, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History