Sweet Financial Partners, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 303,997 shares of XSOE stock, worth $9.74 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
303,997
Previous 298,035 2.0%
Holding current value
$9.74 Million
Previous $9.13 Million 10.0%
% of portfolio
2.25%
Previous 2.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$29.23 - $33.51 $174,269 - $199,786
5,962 Added 2.0%
303,997 $10 Million
Q2 2024

Jul 18, 2024
BUY
$28.28 - $31.13 $191,794 - $211,123
6,782 Added 2.33%
298,035 $9.13 Million
Q1 2024

Apr 23, 2024
BUY
$27.04 - $29.77 $749,954 - $825,670
27,735 Added 10.52%
291,253 $8.58 Million
Q4 2023

Jan 12, 2024
SELL
$25.6 - $28.88 $681,472 - $768,785
-26,620 Reduced 9.17%
263,518 $7.61 Million
Q3 2023

Oct 23, 2023
BUY
$26.52 - $29.84 $214,997 - $241,912
8,107 Added 2.87%
290,138 $7.74 Million
Q2 2023

Jul 24, 2023
BUY
$26.67 - $29.16 $40,751 - $44,556
1,528 Added 0.54%
282,031 $7.88 Million
Q1 2023

Apr 14, 2023
SELL
$26.2 - $30.06 $1.39 Million - $1.6 Million
-53,131 Reduced 15.92%
280,503 $7.81 Million
Q4 2022

Jan 19, 2023
BUY
$23.78 - $27.77 $48,344 - $56,456
2,033 Added 0.61%
333,634 $0
Q3 2022

Nov 10, 2022
BUY
$24.62 - $29.39 $219,339 - $261,835
8,909 Added 2.76%
331,601 $8.16 Million
Q2 2022

Aug 03, 2022
SELL
$28.19 - $33.79 $21,988 - $26,356
-780 Reduced 0.24%
322,692 $9.26 Million
Q1 2022

Apr 22, 2022
BUY
$30.13 - $38.07 $4.53 Million - $5.72 Million
150,351 Added 86.85%
323,472 $10.6 Million
Q4 2021

Feb 07, 2022
BUY
$35.7 - $39.01 $6.18 Million - $6.75 Million
173,121 New
173,121 $6.38 Million

Others Institutions Holding XSOE

# of Institutions
242
Shares Held
38.5M
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
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