Retirement Group, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

A detailed history of Retirement Group, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Retirement Group, LLC holds 238 shares of XSOE stock, worth $7,380. This represents 0.0% of its overall portfolio holdings.

Number of Shares

238

Previous 238 -0.0%

Holding current value

$7,380

Previous $6,000 16.67%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$25.6 - $28.88 $51 - $57	2 Added 0.85%	238 $6,000
Q3 2023 Nov 06, 2023	BUY	$26.52 - $29.84 $26 - $29	1 Added 0.43%	236 $6,000
Q2 2023 Aug 15, 2023	BUY	$26.67 - $29.16 $26 - $29	1 Added 0.43%	235 $6,000
Q3 2022 Nov 14, 2022	BUY	$24.62 - $29.39 $73 - $88	3 Added 1.3%	234 $6,000
Q2 2022 Aug 04, 2022	SELL	$28.19 - $33.79 $35,152 - $42,136	-1,247 Reduced 84.37%	231 $7,000
Q3 2021 Nov 16, 2021	BUY	$37.03 - $41.81 $74 - $83	2 Added 0.14%	1,478 $55,000
Q2 2021 Aug 17, 2021	SELL	$39.26 - $42.54 $22,024 - $23,864	-561 Reduced 27.54%	1,476 $62,000
Q1 2021 May 04, 2021	BUY	$39.62 - $45.05 $31,180 - $35,454	787 Added 62.96%	2,037 $83,000
Q4 2020 Feb 22, 2021	SELL	$33.67 - $39.76 $92,053 - $108,703	-2,734 Reduced 68.62%	1,250 $0
Q3 2020 Sep 08, 2021	BUY	$30.26 - $34.75 $120,555 - $138,444	3,984 New	3,984 $132,000

Others Institutions Holding XSOE

# of Institutions

245

Shares Held

39.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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Retirement Group, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History