Herold Advisors, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Herold Advisors, Inc.

$411 Million
Q3 2025

A detailed history of Herold Advisors, Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Herold Advisors, Inc. holds 12,998 shares of XSOE stock, worth $504,452. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,998

Previous 10,593 22.7%

Holding current value

$504,452

Previous $365,000 35.07%

% of portfolio

0.12%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$34.31 - $38.09 $82,515 - $91,606	2,405 Added 22.7%	12,998 $493,000
Q2 2025 Aug 14, 2025	SELL	$27.26 - $34.48 $141,752 - $179,295	-5,200 Reduced 32.93%	10,593 $365,000
Q1 2025 May 13, 2025	BUY	$29.72 - $31.94 $11,888 - $12,776	400 Added 2.6%	15,793 $487,000
Q4 2024 Feb 14, 2025	SELL	$30.48 - $34.2 $4,267 - $4,788	-140 Reduced 0.9%	15,393 $469,000
Q2 2024 Jul 24, 2024	SELL	$28.28 - $31.13 $4,468 - $4,918	-158 Reduced 1.01%	15,533 $475,000

Q1 2024 May 10, 2024	SELL	$27.04 - $29.77 $45,454 - $50,043	-1,681 Reduced 9.68%	15,691 $462,000
Q4 2023 Feb 02, 2024	SELL	$25.6 - $28.88 $161,228 - $181,886	-6,298 Reduced 26.61%	17,372 $501,000
Q3 2023 Nov 08, 2023	SELL	$26.52 - $29.84 $8,619 - $9,698	-325 Reduced 1.35%	23,670 $631,000
Q2 2023 Jul 14, 2023	BUY	$26.67 - $29.16 $129,536 - $141,630	4,857 Added 25.38%	23,995 $670,000
Q1 2023 Apr 19, 2023	SELL	$26.2 - $30.06 $209,600 - $240,480	-8,000 Reduced 29.48%	19,138 $532,000
Q4 2022 Feb 14, 2023	SELL	$23.78 - $27.77 $390,063 - $455,511	-16,403 Reduced 37.67%	27,138 $724,000
Q3 2022 Nov 08, 2022	SELL	$24.62 - $29.39 $103,773 - $123,878	-4,215 Reduced 8.83%	43,541 $1.07 Million
Q2 2022 Jul 15, 2022	SELL	$28.19 - $33.79 $7,893 - $9,461	-280 Reduced 0.58%	47,756 $1.37 Million
Q1 2022 May 09, 2022	SELL	$30.13 - $38.07 $60,742 - $76,749	-2,016 Reduced 4.03%	48,036 $0
Q4 2021 Jan 20, 2022	SELL	$35.7 - $39.01 $3,748 - $4,096	-105 Reduced 0.21%	50,052 $1.84 Million
Q3 2021 Nov 03, 2021	BUY	$37.03 - $41.81 $1.86 Million - $2.1 Million	50,157 New	50,157 $1.87 Million

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

Ticker XSOE
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Herold Advisors, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History