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

Mbe Wealth Management, LLC

$170 Million
Q4 2024

A detailed history of Mbe Wealth Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 14,891 shares of XSOE stock, worth $461,769. This represents 0.27% of its overall portfolio holdings.

Number of Shares

14,891

Previous 14,961 0.47%

Holding current value

$461,769

Previous $494,000 8.3%

% of portfolio

0.27%

Previous 0.28%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$30.48 - $34.2 $2,133 - $2,394	-70 Reduced 0.47%	14,891 $453,000
Q2 2024 Jul 19, 2024	SELL	$28.28 - $31.13 $1,414 - $1,556	-50 Reduced 0.33%	14,961 $458,000
Q1 2024 Apr 22, 2024	SELL	$27.04 - $29.77 $39,694 - $43,702	-1,468 Reduced 8.91%	15,011 $442,000
Q4 2023 Jan 29, 2024	SELL	$25.6 - $28.88 $1,920 - $2,166	-75 Reduced 0.45%	16,479 $475,000
Q2 2023 Jul 17, 2023	BUY	$26.67 - $29.16 $2,320 - $2,536	87 Added 0.53%	16,554 $462,000
Q1 2023 Apr 20, 2023	SELL	$26.2 - $30.06 $3,379 - $3,877	-129 Reduced 0.78%	16,467 $458,000
Q4 2022 Jan 17, 2023	SELL	$23.78 - $27.77 $28,892 - $33,740	-1,215 Reduced 6.82%	16,596 $0
Q3 2022 Oct 20, 2022	SELL	$24.62 - $29.39 $64,529 - $77,031	-2,621 Reduced 12.83%	17,811 $439,000
Q2 2022 Jul 19, 2022	SELL	$28.19 - $33.79 $42,792 - $51,293	-1,518 Reduced 6.92%	20,432 $586,000
Q1 2022 Apr 20, 2022	SELL	$30.13 - $38.07 $257,822 - $325,764	-8,557 Reduced 28.05%	21,950 $717,000
Q4 2021 Jan 19, 2022	SELL	$35.7 - $39.01 $9.5 Million - $10.4 Million	-266,084 Reduced 89.71%	30,507 $1.12 Million
Q3 2021 Oct 25, 2021	BUY	$37.03 - $41.81 $832,249 - $939,679	22,475 Added 8.2%	296,591 $11.1 Million
Q2 2021 Jul 19, 2021	BUY	$39.26 - $42.54 $4.43 Million - $4.81 Million	112,958 Added 70.09%	274,116 $11.5 Million
Q1 2021 Apr 26, 2021	BUY	$39.62 - $45.05 $84,945 - $96,587	2,144 Added 1.35%	161,158 $6.56 Million
Q4 2020 Jan 19, 2021	SELL	$33.67 - $39.76 $46,531 - $54,948	-1,382 Reduced 0.86%	159,014 $6.31 Million
Q3 2020 Oct 19, 2020	BUY	$30.26 - $34.75 $9,047 - $10,390	299 Added 0.19%	160,396 $4.8 Million
Q2 2020 Aug 14, 2020	BUY	$23.37 - $30.48 $152,793 - $199,278	6,538 Added 4.26%	160,097 $4.79 Million
Q1 2020 May 07, 2020	BUY	$21.97 - $32.5 $3.37 Million - $4.99 Million	153,559 New	153,559 $3.75 Million

Others Institutions Holding XSOE

# of Institutions

245

Shares Held

39.7M

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 Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

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