Personal Cfo Solutions, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Personal Cfo Solutions, LLC

$557 Million
Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 7,233 shares of XSOE stock, worth $280,712. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,233

Previous 8,517 15.08%

Holding current value

$280,712

Previous $262,000 4.58%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$34.31 - $38.09 $44,054 - $48,907	-1,284 Reduced 15.08%	7,233 $274,000
Q1 2025 Apr 30, 2025	BUY	$29.72 - $31.94 $253,125 - $272,032	8,517 New	8,517 $262,000
Q1 2022 May 02, 2022	SELL	$30.13 - $38.07 $283,312 - $357,972	-9,403 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$35.7 - $39.01 $12,780 - $13,965	358 Added 3.96%	9,403 $347,000
Q3 2021 Nov 18, 2021	BUY	$37.03 - $41.81 $40,362 - $45,572	1,090 Added 13.7%	9,045 $338,000

Q2 2021 Jul 22, 2021	BUY	$39.26 - $42.54 $312,313 - $338,405	7,955 New	7,955 $335,000
Q1 2020 Apr 30, 2020	SELL	$21.97 - $32.5 $208,583 - $308,555	-9,494 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$27.49 - $28.9 $260,990 - $274,376	9,494 New	9,494 $263,000

Others Institutions Holding XSOE

# of Institutions

255

Shares Held

35.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Personal Cfo Solutions, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History