A detailed history of Howard Financial Services, Ltd. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 381,533 shares of XSOE stock, worth $11.9 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
381,533
Previous 398,710 4.31%
Holding current value
$11.9 Million
Previous $12.2 Million 3.19%
% of portfolio
1.84%
Previous 2.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$29.23 - $33.51 $502,083 - $575,601
-17,177 Reduced 4.31%
381,533 $12.6 Million
Q2 2024

Jul 12, 2024

BUY
$28.28 - $31.13 $847,664 - $933,090
29,974 Added 8.13%
398,710 $12.2 Million
Q1 2024

Apr 16, 2024

BUY
$27.04 - $29.77 $234,409 - $258,076
8,669 Added 2.41%
368,736 $10.9 Million
Q4 2023

Jan 09, 2024

BUY
$25.6 - $28.88 $647,552 - $730,519
25,295 Added 7.56%
360,067 $10.4 Million
Q3 2023

Oct 10, 2023

BUY
$26.52 - $29.84 $383,214 - $431,188
14,450 Added 4.51%
334,772 $8.93 Million
Q2 2023

Jul 12, 2023

SELL
$26.67 - $29.16 $52,913 - $57,853
-1,984 Reduced 0.62%
320,322 $8.95 Million
Q1 2023

Apr 05, 2023

BUY
$26.2 - $30.06 $791,947 - $908,623
30,227 Added 10.35%
322,306 $8.97 Million
Q4 2022

Jan 13, 2023

SELL
$23.78 - $27.77 $970,937 - $1.13 Million
-40,830 Reduced 12.26%
292,079 $0
Q3 2022

Oct 12, 2022

BUY
$24.62 - $29.39 $141,688 - $169,139
5,755 Added 1.76%
332,909 $8.2 Million
Q2 2022

Jul 18, 2022

SELL
$28.19 - $33.79 $223,715 - $268,157
-7,936 Reduced 2.37%
327,154 $9.38 Million
Q1 2022

Apr 20, 2022

BUY
$30.13 - $38.07 $1.27 Million - $1.61 Million
42,292 Added 14.44%
335,090 $10.9 Million
Q4 2021

Jan 27, 2022

BUY
$35.7 - $39.01 $2.17 Million - $2.37 Million
60,825 Added 26.22%
292,798 $10.8 Million
Q3 2021

Nov 01, 2021

BUY
$37.03 - $41.81 $692,609 - $782,014
18,704 Added 8.77%
231,973 $8.66 Million
Q2 2021

Aug 06, 2021

BUY
$39.26 - $42.54 $677,509 - $734,112
17,257 Added 8.8%
213,269 $8.97 Million
Q1 2021

May 03, 2021

BUY
$39.62 - $45.05 $458,997 - $521,904
11,585 Added 6.28%
196,012 $7.98 Million
Q4 2020

Feb 02, 2021

BUY
$33.67 - $39.76 $917,877 - $1.08 Million
27,261 Added 17.35%
184,427 $7.32 Million
Q3 2020

Nov 12, 2020

BUY
$30.26 - $34.75 $802,464 - $921,535
26,519 Added 20.3%
157,166 $5.29 Million
Q2 2020

Jul 29, 2020

BUY
$23.37 - $30.48 $2.29 Million - $2.98 Million
97,877 Added 298.68%
130,647 $3.91 Million
Q1 2020

May 05, 2020

BUY
$21.97 - $32.5 $719,956 - $1.07 Million
32,770 New
32,770 $800,000

Others Institutions Holding XSOE

About WISDOMTREE TR EMERGING MKTS EX


  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
Track This Portfolio

Track Howard Financial Services, Ltd. Portfolio

Follow Howard Financial Services, Ltd. 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 Howard Financial Services, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Howard Financial Services, Ltd. with notifications on news.