A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,390 shares of XSOE stock, worth $292,968. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,390
Previous 9,390 -0.0%
Holding current value
$292,968
Previous $287,000 8.01%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$28.28 - $31.13 $16,261 - $17,899
-575 Reduced 5.77%
9,390 $287,000
Q1 2024

May 14, 2024

BUY
$27.04 - $29.77 $15,548 - $17,117
575 Added 6.12%
9,965 $293,000
Q3 2023

Nov 30, 2023

BUY
$26.52 - $29.84 $249,022 - $280,197
9,390 New
9,390 $250,000
Q1 2022

May 03, 2022

SELL
$30.13 - $38.07 $208,379 - $263,292
-6,916 Closed
0 $0
Q4 2021

Feb 04, 2022

SELL
$35.7 - $39.01 $57,298 - $62,611
-1,605 Reduced 18.84%
6,916 $255,000
Q3 2021

Nov 04, 2021

BUY
$37.03 - $41.81 $53,175 - $60,039
1,436 Added 20.27%
8,521 $318,000
Q2 2021

Aug 02, 2021

BUY
$39.26 - $42.54 $48,446 - $52,494
1,234 Added 21.09%
7,085 $298,000
Q1 2021

Apr 29, 2021

BUY
$39.62 - $45.05 $29,318 - $33,337
740 Added 14.48%
5,851 $238,000
Q4 2020

Feb 11, 2021

BUY
$33.67 - $39.76 $172,087 - $203,213
5,111 New
5,111 $203,000

Others Institutions Holding XSOE

About WISDOMTREE TR EMERGING MKTS EX


  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
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