Surevest, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Surevest, LLC holds 2,615 shares of XSOE stock, worth $101,488. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,615
Previous 2,615 -0.0%
Holding current value
$101,488
Previous $75,000 14.67%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 11, 2022
BUY
$35.7 - $39.01 $93,355 - $102,011
2,615 New
2,615 $96,000
Q1 2020

Apr 16, 2020
SELL
$21.97 - $32.5 $1.09 Million - $1.61 Million
-49,534 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
$27.22 - $31.28 $118,434 - $136,099
4,351 Added 9.63%
49,534 $1.55 Million
Q3 2019

Oct 15, 2019
SELL
$27.49 - $28.9 $17,758 - $18,669
-646 Reduced 1.41%
45,183 $1.25 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-27,633 Reduced 37.62%
45,829 $1.32 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-2,706 Reduced 3.55%
73,462 $2.12 Million
Q4 2018

Feb 20, 2019
BUY
N/A
76,168 New
76,168 $1.95 Million

Others Institutions Holding XSOE

# of Institutions
255
Shares Held
35.4M
Call Options Held
0
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 Surevest, LLC Portfolio

Follow Surevest, LLC 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 Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email