A detailed history of Uma Financial Services, Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Uma Financial Services, Inc. holds 7,761 shares of XSOE stock, worth $238,573. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,761
Holding current value
$238,573
% of portfolio
0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$27.04 - $29.77 $209,857 - $231,044
7,761 New
7,761 $228,000
Q3 2022

Oct 06, 2022

SELL
N/A
-2,095 Reduced 14.15%
12,712 $327,000
Q2 2022

Aug 02, 2022

SELL
N/A
-130,164 Reduced 89.79%
14,807 $420,000
Q1 2022

May 05, 2022

BUY
N/A
39,311 Added 37.21%
144,971 $4.48 Million
Q4 2021

Jan 11, 2022

SELL
N/A
-27,835 Reduced 20.85%
105,660 $3.87 Million
Q3 2021

Oct 19, 2021

SELL
N/A
-26,758 Reduced 16.7%
133,495 $5.15 Million
Q2 2021

Jul 23, 2021

BUY
N/A
25,618 Added 19.03%
160,253 $6.51 Million
Q1 2021

Apr 06, 2021

BUY
N/A
11,353 Added 9.21%
134,635 $5.56 Million
Q4 2020

Feb 19, 2021

BUY
N/A
123,282 New
123,282 $5.47 Million

Others Institutions Holding XSOE

About WISDOMTREE TR EMERGING MKTS EX


  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.