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

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 9,380 shares of XSOE stock, worth $290,873. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,380

Previous 10,268 8.65%

Holding current value

$290,873

Previous $314 Million 1.49%

% of portfolio

0.04%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$29.23 - $33.51 $25,956 - $29,756	-888 Reduced 8.65%	9,380 $310 Million
Q2 2024 Aug 09, 2024	SELL	$28.28 - $31.13 $4,157 - $4,576	-147 Reduced 1.41%	10,268 $314 Million
Q1 2024 May 07, 2024	BUY	$27.04 - $29.77 $33,124 - $36,468	1,225 Added 13.33%	10,415 $307 Million
Q4 2023 Jan 05, 2024	SELL	$25.6 - $28.88 $14,387 - $16,230	-562 Reduced 5.76%	9,190 $265 Million
Q3 2023 Nov 01, 2023	SELL	$26.52 - $29.84 $93,058 - $104,708	-3,509 Reduced 26.46%	9,752 $260 Million
Q2 2023 Jul 31, 2023	SELL	$26.67 - $29.16 $27,363 - $29,918	-1,026 Reduced 7.18%	13,261 $371 Million
Q1 2023 May 10, 2023	SELL	$26.2 - $30.06 $337,246 - $386,932	-12,872 Reduced 47.39%	14,287 $398 Million
Q4 2022 Feb 16, 2023	SELL	$23.78 - $27.77 $9.45 Million - $11 Million	-397,391 Reduced 93.6%	27,159 $776 Million
Q1 2022 May 03, 2022	SELL	$30.13 - $38.07 $10.9 Million - $13.7 Million	-360,496 Reduced 45.92%	424,550 $12.9 Million
Q4 2021 Feb 01, 2022	SELL	$35.7 - $39.01 $722,318 - $789,289	-20,233 Reduced 2.51%	785,046 $28.4 Million
Q3 2021 Dec 09, 2021	SELL	$37.03 - $41.81 $353,562 - $399,201	-9,548 Reduced 1.17%	805,279 $0
Q2 2021 Aug 19, 2021	BUY	$39.26 - $42.54 $175,531 - $190,196	4,471 Added 0.55%	814,827 $32.1 Million
Q1 2021 May 11, 2021	BUY	$39.62 - $45.05 $1.36 Million - $1.54 Million	34,203 Added 4.41%	810,356 $33 Million
Q4 2020 Feb 09, 2021	BUY	$33.67 - $39.76 $1.7 Million - $2.01 Million	50,432 Added 6.95%	776,153 $33.6 Million
Q3 2020 Dec 18, 2020	SELL	$30.26 - $34.75 $1.14 Million - $1.31 Million	-37,812 Reduced 4.95%	725,721 $26.2 Million
Q2 2020 Aug 19, 2020	SELL	$23.37 - $30.48 $231,596 - $302,056	-9,910 Reduced 1.28%	763,533 $25.4 Million
Q1 2020 May 15, 2020	BUY	$21.97 - $32.5 $234,749 - $347,262	10,685 Added 1.4%	773,443 $20.7 Million
Q4 2019 Feb 14, 2020	BUY	$27.22 - $31.28 $20.8 Million - $23.9 Million	762,758 New	762,758 $24.3 Million

Others Institutions Holding XSOE

# of Institutions

245

Shares Held

39.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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