Kathleen S. Wright Associates Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 2,700 shares of XSOE stock, worth $83,592. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,700
Previous 2,700 -0.0%
Holding current value
$83,592
Previous $89,000 7.87%
% of portfolio
0.03%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$27.04 - $29.77 $3,163 - $3,483
-117 Reduced 4.15%
2,700 $79,000
Q4 2023

Jan 31, 2024
SELL
$25.6 - $28.88 $120,704 - $136,169
-4,715 Reduced 62.6%
2,817 $81,000
Q3 2023

Oct 20, 2023
SELL
$26.52 - $29.84 $757,676 - $852,528
-28,570 Reduced 79.14%
7,532 $200,000
Q2 2023

Jul 20, 2023
SELL
$26.67 - $29.16 $38,751 - $42,369
-1,453 Reduced 3.87%
36,102 $1.01 Million
Q1 2023

Apr 21, 2023
SELL
$26.2 - $30.06 $49,072 - $56,302
-1,873 Reduced 4.75%
37,555 $1.05 Million
Q4 2022

Feb 01, 2023
SELL
$23.78 - $27.77 $161,537 - $188,641
-6,793 Reduced 14.7%
39,428 $1.05 Million
Q3 2022

Oct 18, 2022
SELL
$24.62 - $29.39 $28,313 - $33,798
-1,150 Reduced 2.43%
46,221 $1.14 Million
Q2 2022

Jul 15, 2022
SELL
$28.19 - $33.79 $270,764 - $324,552
-9,605 Reduced 16.86%
47,371 $1.36 Million
Q1 2022

Apr 29, 2022
BUY
$30.13 - $38.07 $371,201 - $469,022
12,320 Added 27.59%
56,976 $1.86 Million
Q4 2021

Feb 02, 2022
BUY
$35.7 - $39.01 $1.59 Million - $1.74 Million
44,656 New
44,656 $1.65 Million

Others Institutions Holding XSOE

# of Institutions
254
Shares Held
35.2M
Call Options Held
1.8K
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 Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. 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 Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email