Wealth Plan Investment Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Wealth Plan Investment Management, LLC

  • $614 Million
  • Q2 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 9,320 shares of XSOE stock, worth $302,806. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,320
Previous 9,275 0.49%
Holding current value
$302,806
Previous $273,000 4.4%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$28.28 - $31.13 $1,272 - $1,400
45 Added 0.49%
9,320 $285,000
Q1 2024

May 16, 2024
BUY
$27.04 - $29.77 $12,168 - $13,396
450 Added 5.1%
9,275 $273,000
Q4 2023

Jan 05, 2024
SELL
$25.6 - $28.88 $65,280 - $73,644
-2,550 Reduced 22.42%
8,825 $254,000
Q3 2023

Nov 15, 2023
BUY
$26.52 - $29.84 $43,041 - $48,430
1,623 Added 16.64%
11,375 $303,000
Q3 2023

Nov 09, 2023
BUY
$26.52 - $29.84 $218,763 - $246,150
8,249 Added 548.84%
9,752 $260,000
Q2 2023

Aug 14, 2023
BUY
$26.67 - $29.16 $39,284 - $42,952
1,473 Added 4910.0%
1,503 $42,000
Q2 2023

Jul 25, 2023
SELL
$26.67 - $29.16 $326,734 - $357,239
-12,251 Reduced 99.76%
30 $0
Q1 2023

May 08, 2023
SELL
$26.2 - $30.06 $389,803 - $447,232
-14,878 Reduced 54.78%
12,281 $341,000
Q4 2022

Feb 15, 2023
SELL
$23.78 - $27.77 $280,175 - $327,186
-11,782 Reduced 30.26%
27,159 $724,000
Q3 2022

Dec 12, 2022
SELL
$24.62 - $29.39 $9.49 Million - $11.3 Million
-385,609 Reduced 90.83%
38,941 $1.06 Million
Q1 2022

Sep 07, 2022
BUY
$30.13 - $38.07 $12.8 Million - $16.2 Million
424,550 New
424,550 $12.9 Million

Others Institutions Holding XSOE

# of Institutions
242
Shares Held
38.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

XSOE Quotes by TradingView
  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
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