Concord Wealth Partners Wisdomtree Tr Emerging Mkts Ex Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Concord Wealth Partners holds 253 shares of XSOE stock, worth $9,818. This represents 0.0% of its overall portfolio holdings.

Number of Shares
253
Previous 253 -0.0%
Holding current value
$9,818
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$29.72 - $31.94 $29 - $31
-1 Reduced 0.39%
253 $7,000
Q4 2024

Jan 23, 2025
SELL
$30.48 - $34.2 $457 - $513
-15 Reduced 5.58%
254 $7,000
Q1 2024

Apr 30, 2024
SELL
$27.04 - $29.77 $2,622 - $2,887
-97 Reduced 26.5%
269 $7,000
Q2 2023

Aug 07, 2023
BUY
$26.67 - $29.16 $6,400 - $6,998
240 Added 190.48%
366 $10,000
Q1 2023

Apr 26, 2023
SELL
$26.2 - $30.06 $35,501 - $40,731
-1,355 Reduced 91.49%
126 $3,000
Q4 2022

Jan 27, 2023
BUY
$23.78 - $27.77 $35,218 - $41,127
1,481 New
1,481 $39,000
Q2 2022

Aug 04, 2022
SELL
$28.19 - $33.79 $7.54 Million - $9.04 Million
-267,557 Reduced 95.19%
13,517 $388,000
Q1 2022

Apr 20, 2022
BUY
$30.13 - $38.07 $335,166 - $423,490
11,124 Added 4.12%
281,074 $9.18 Million
Q4 2021

Jan 21, 2022
BUY
$35.7 - $39.01 $2.72 Million - $2.98 Million
76,329 Added 39.42%
269,950 $9.95 Million
Q3 2021

Nov 09, 2021
SELL
$37.03 - $41.81 $2.34 Million - $2.64 Million
-63,214 Reduced 24.61%
193,621 $7.23 Million
Q2 2021

Jul 29, 2021
BUY
$39.26 - $42.54 $2.8 Million - $3.03 Million
71,240 Added 38.38%
256,835 $10.8 Million
Q1 2021

May 13, 2021
BUY
$39.62 - $45.05 $7.27 Million - $8.27 Million
183,563 Added 9033.61%
185,595 $7.55 Million
Q4 2020

Feb 16, 2021
BUY
$33.67 - $39.76 $68,417 - $80,792
2,032 New
2,032 $81,000

Others Institutions Holding XSOE

# of Institutions
253
Shares Held
35.4M
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
Track This Portfolio

Track Concord Wealth Partners Portfolio

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

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email