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

Uma Financial Services, Inc.

$648 Million
Q3 2025

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 7,366 shares of XSOE stock, worth $285,874. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,366

Previous 7,215 2.09%

Holding current value

$285,874

Previous $248,000 12.5%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$34.31 - $38.09 $5,180 - $5,751	151 Added 2.09%	7,366 $279,000
Q2 2025 Jul 11, 2025	BUY	$27.26 - $34.48 $2,317 - $2,930	85 Added 1.19%	7,215 $248,000
Q1 2025 Apr 28, 2025	BUY	$29.72 - $31.94 $29 - $31	1 Added 0.01%	7,130 $220,000
Q4 2024 Feb 12, 2025	SELL	$30.48 - $34.2 $3,566 - $4,001	-117 Reduced 1.61%	7,129 $217,000
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

255

Shares Held

35.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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