Uma Financial Services, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Uma Financial Services, Inc.

  • $550 Million
  • Q3 2024

A detailed history of Uma Financial Services, Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Uma Financial Services, Inc. holds 7,246 shares of XSOE stock, worth $226,075. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,246
Previous 7,642 5.18%
Holding current value
$226,075
Previous $234,000 2.14%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 16, 2024
SELL
$29.23 - $33.51 $11,575 - $13,269
-396 Reduced 5.18%
7,246 $239,000
Q2 2024

Jul 17, 2024
SELL
$28.28 - $31.13 $3,365 - $3,704
-119 Reduced 1.53%
7,642 $234,000
Q1 2024

Apr 17, 2024
BUY
$27.04 - $29.77 $209,857 - $231,044
7,761 New
7,761 $228,000
Q3 2022

Oct 06, 2022
SELL
$24.62 - $29.39 $51,578 - $61,572
-2,095 Reduced 14.15%
12,712 $327,000
Q2 2022

Aug 02, 2022
SELL
$28.19 - $33.79 $3.67 Million - $4.4 Million
-130,164 Reduced 89.79%
14,807 $420,000
Q1 2022

May 05, 2022
BUY
$30.13 - $38.07 $1.18 Million - $1.5 Million
39,311 Added 37.21%
144,971 $4.48 Million
Q4 2021

Jan 11, 2022
SELL
$35.7 - $39.01 $993,709 - $1.09 Million
-27,835 Reduced 20.85%
105,660 $3.87 Million
Q3 2021

Oct 19, 2021
SELL
$37.03 - $41.81 $990,848 - $1.12 Million
-26,758 Reduced 16.7%
133,495 $5.15 Million
Q2 2021

Jul 23, 2021
BUY
$39.26 - $42.54 $1.01 Million - $1.09 Million
25,618 Added 19.03%
160,253 $6.51 Million
Q1 2021

Apr 06, 2021
BUY
$39.62 - $45.05 $449,805 - $511,452
11,353 Added 9.21%
134,635 $5.56 Million
Q4 2020

Feb 19, 2021
BUY
$33.67 - $39.76 $4.15 Million - $4.9 Million
123,282 New
123,282 $5.47 Million

Others Institutions Holding XSOE

# of Institutions
248
Shares Held
43.4M
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
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