Iht Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Iht Wealth Management, LLC holds 28,671 shares of XSOE stock, worth $891,954. This represents 0.03% of its overall portfolio holdings.

Number of Shares

28,671

Previous 28,905 0.81%

Holding current value

$891,954

Previous $954,000 8.49%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$30.48 - $34.2 $7,132 - $8,002	-234 Reduced 0.81%	28,671 $873,000
Q3 2024 Nov 14, 2024	BUY	$29.23 - $33.51 $8,593 - $9,851	294 Added 1.03%	28,905 $954,000
Q2 2024 Aug 14, 2024	SELL	$28.28 - $31.13 $61,169 - $67,334	-2,163 Reduced 7.03%	28,611 $876,000
Q1 2024 May 15, 2024	SELL	$27.04 - $29.77 $111,810 - $123,098	-4,135 Reduced 11.85%	30,774 $906,000
Q4 2023 Feb 14, 2024	BUY	$25.6 - $28.88 $173,414 - $195,633	6,774 Added 24.08%	34,909 $1.01 Million
Q3 2023 Nov 14, 2023	BUY	$26.52 - $29.84 $19,996 - $22,499	754 Added 2.75%	28,135 $750,000
Q2 2023 Aug 14, 2023	SELL	$26.67 - $29.16 $173,248 - $189,423	-6,496 Reduced 19.18%	27,381 $765,000
Q1 2023 May 15, 2023	BUY	$26.2 - $30.06 $169,985 - $195,029	6,488 Added 23.69%	33,877 $943,000
Q4 2022 Feb 14, 2023	SELL	$23.78 - $27.77 $227,003 - $265,092	-9,546 Reduced 25.85%	27,389 $730,000
Q3 2022 Nov 22, 2022	BUY	$24.62 - $29.39 $225,962 - $269,741	9,178 Added 33.07%	36,935 $909,000
Q2 2022 Aug 15, 2022	BUY	$28.19 - $33.79 $388,345 - $465,491	13,776 Added 98.53%	27,757 $796,000
Q1 2022 May 16, 2022	SELL	$30.13 - $38.07 $276,412 - $349,254	-9,174 Reduced 39.62%	13,981 $457,000
Q4 2021 Feb 14, 2022	SELL	$35.7 - $39.01 $268,928 - $293,862	-7,533 Reduced 24.55%	23,155 $853,000
Q3 2021 Nov 15, 2021	SELL	$37.03 - $41.81 $503,496 - $568,490	-13,597 Reduced 30.7%	30,688 $1.15 Million
Q2 2021 Aug 16, 2021	SELL	$39.26 - $42.54 $1.31 Million - $1.42 Million	-33,430 Reduced 43.02%	44,285 $1.86 Million
Q1 2021 May 18, 2021	BUY	$39.62 - $45.05 $2.01 Million - $2.29 Million	50,805 Added 188.8%	77,715 $3.16 Million
Q4 2020 Feb 17, 2021	SELL	$33.67 - $39.76 $228,922 - $270,328	-6,799 Reduced 20.17%	26,910 $1.28 Million
Q3 2020 Nov 19, 2020	BUY	$30.26 - $34.75 $110,721 - $127,150	3,659 Added 12.18%	33,709 $1.14 Million
Q2 2020 Aug 14, 2020	BUY	$23.37 - $30.48 $158,285 - $206,441	6,773 Added 29.1%	30,050 $899,000
Q1 2020 May 13, 2020	SELL	$21.97 - $32.5 $31,988 - $47,320	-1,456 Reduced 5.89%	23,277 $568,000
Q4 2019 Feb 18, 2020	SELL	$27.22 - $31.28 $16,495 - $18,955	-606 Reduced 2.39%	24,733 $772,000
Q3 2019 Nov 15, 2019	SELL	$27.49 - $28.9 $6,542 - $6,878	-238 Reduced 0.93%	25,339 $701,000
Q2 2019 Aug 12, 2019	BUY	N/A	854 Added 3.45%	25,577 $738,000
Q1 2019 May 16, 2019	BUY	N/A	5,936 Added 31.6%	24,723 $713,000
Q4 2018 Feb 15, 2019	BUY	N/A	18,787 New	18,787 $480,000

Others Institutions Holding XSOE

# of Institutions

252

Shares Held

40.5M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
Industry ETFs

More about XSOE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History