A detailed history of Wealth Shield Partners, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 42,882 shares of XSOE stock, worth $1.31 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
42,882
Previous 317,242 86.48%
Holding current value
$1.31 Million
Previous $9.16 Million 86.21%
% of portfolio
0.21%
Previous 1.56%

Shares

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

Apr 29, 2024

SELL
$27.04 - $29.77 $7.42 Million - $8.17 Million
-274,360 Reduced 86.48%
42,882 $1.26 Million
Q4 2023

Jan 23, 2024

SELL
$25.6 - $28.88 $409,036 - $461,444
-15,978 Reduced 4.8%
317,242 $9.16 Million
Q3 2023

Oct 25, 2023

SELL
$26.52 - $29.84 $983,971 - $1.11 Million
-37,103 Reduced 10.02%
333,220 $8.89 Million
Q2 2023

Aug 03, 2023

SELL
$26.67 - $29.16 $296,623 - $324,317
-11,122 Reduced 2.92%
370,323 $10.4 Million
Q1 2023

May 08, 2023

BUY
$26.2 - $30.06 $9.99 Million - $11.5 Million
381,445 New
381,445 $10.6 Million
Q3 2022

Nov 04, 2022

BUY
N/A
29,914 Added 8.56%
379,446 $9.34 Million
Q2 2022

Aug 11, 2022

BUY
N/A
24,671 Added 7.59%
349,532 $10 Million
Q1 2022

May 09, 2022

BUY
N/A
324,861 New
324,861 $10.6 Million
Q2 2021

Aug 06, 2021

SELL
N/A
0 Closed
0 $0
Q1 2021

May 17, 2021

BUY
N/A
0 New
0 $0
Q2 2019

Aug 12, 2019

SELL
N/A
-46 Closed
0 $0
Q1 2018

May 11, 2018

BUY
N/A
46 New
46 $1,000

Others Institutions Holding XSOE

About WISDOMTREE TR EMERGING MKTS EX


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

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC 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 Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.