Beaumont Financial Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Beaumont Financial Advisors, LLC

$1.24 Billion
Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 32,520 shares of XSOE stock, worth $1.26 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

32,520

Previous 33,556 3.09%

Holding current value

$1.26 Million

Previous $1.16 Million 6.57%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$34.31 - $38.09 $35,545 - $39,461	-1,036 Reduced 3.09%	32,520 $1.23 Million
Q2 2025 Jul 16, 2025	SELL	$27.26 - $34.48 $34,374 - $43,479	-1,261 Reduced 3.62%	33,556 $1.16 Million
Q1 2025 May 12, 2025	BUY	$29.72 - $31.94 $569,524 - $612,066	19,163 Added 122.42%	34,817 $1.07 Million
Q4 2023 Jan 31, 2024	SELL	$25.6 - $28.88 $39,040 - $44,042	-1,525 Reduced 8.88%	15,654 $452,000
Q3 2023 Nov 01, 2023	SELL	$26.52 - $29.84 $284,798 - $320,451	-10,739 Reduced 38.47%	17,179 $458,000

Q2 2023 Aug 02, 2023	BUY	$26.67 - $29.16 $3,467 - $3,790	130 Added 0.47%	27,918 $780,000
Q1 2023 May 08, 2023	BUY	$26.2 - $30.06 $277,955 - $318,906	10,609 Added 61.76%	27,788 $773,000
Q4 2022 Jan 25, 2023	BUY	$23.78 - $27.77 $408,516 - $477,060	17,179 New	17,179 $0

Others Institutions Holding XSOE

# of Institutions

255

Shares Held

35.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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Beaumont Financial Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History