Wealth Management Resources, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Wealth Management Resources, Inc.

$250 Million
Q3 2024

A detailed history of Wealth Management Resources, Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 93,068 shares of XSOE stock, worth $2.9 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

93,068

Previous 89,911 3.51%

Holding current value

$2.9 Million

Previous $2.75 Million 11.66%

% of portfolio

1.23%

Previous 1.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$29.23 - $33.51 $92,279 - $105,791	3,157 Added 3.51%	93,068 $3.07 Million
Q2 2024 Jul 17, 2024	BUY	$28.28 - $31.13 $265,549 - $292,310	9,390 Added 11.66%	89,911 $2.75 Million
Q1 2024 Apr 19, 2024	BUY	$27.04 - $29.77 $319,883 - $352,179	11,830 Added 17.22%	80,521 $2.37 Million
Q4 2023 Jan 19, 2024	BUY	$25.6 - $28.88 $234,163 - $264,165	9,147 Added 15.36%	68,691 $1.98 Million
Q3 2023 Oct 24, 2023	BUY	$26.52 - $29.84 $271,352 - $305,322	10,232 Added 20.75%	59,544 $1.59 Million
Q2 2023 Jul 11, 2023	BUY	$26.67 - $29.16 $461,284 - $504,351	17,296 Added 54.02%	49,312 $1.38 Million
Q1 2023 Apr 10, 2023	BUY	$26.2 - $30.06 $78,731 - $90,330	3,005 Added 10.36%	32,016 $891,000
Q4 2022 Jan 17, 2023	BUY	$23.78 - $27.77 $81,922 - $95,667	3,445 Added 13.47%	29,011 $0
Q3 2022 Oct 13, 2022	BUY	$24.62 - $29.39 $84,495 - $100,866	3,432 Added 15.51%	25,566 $629,000
Q2 2022 Jul 22, 2022	BUY	$28.19 - $33.79 $171,902 - $206,051	6,098 Added 38.03%	22,134 $635,000
Q1 2022 Apr 20, 2022	BUY	$30.13 - $38.07 $71,136 - $89,883	2,361 Added 17.27%	16,036 $524,000
Q4 2021 Feb 10, 2022	BUY	$35.7 - $39.01 $488,197 - $533,461	13,675 New	13,675 $504,000

Others Institutions Holding XSOE

# of Institutions

248

Shares Held

43.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Wealth Management Resources, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History