Wr Wealth Planners, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 474 shares of XSOE stock, worth $18,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares
474
Previous 1,008 52.98%
Holding current value
$18,395
Previous $33,000 57.58%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$30.48 - $34.2 $16,276 - $18,262
-534 Reduced 52.98%
474 $14,000
Q3 2024

Oct 17, 2024
SELL
$29.23 - $33.51 $613 - $703
-21 Reduced 2.04%
1,008 $33,000
Q2 2024

Jul 31, 2024
SELL
$28.28 - $31.13 $13,574 - $14,942
-480 Reduced 31.81%
1,029 $31,000
Q1 2024

Jul 31, 2024
BUY
$27.04 - $29.77 $40,803 - $44,922
1,509 New
1,509 $44,000
Q3 2023

Aug 01, 2024
SELL
$26.52 - $29.84 $8,009 - $9,011
-302 Reduced 8.57%
3,222 $85.9 Million
Q2 2023

Aug 01, 2024
BUY
$26.67 - $29.16 $66,541 - $72,754
2,495 Added 242.47%
3,524 $98.5 Million
Q1 2023

Aug 01, 2024
BUY
$26.2 - $30.06 $78,469 - $90,029
2,995 Added 291.06%
4,024 $112 Million
Q4 2022

Oct 10, 2024
SELL
$23.78 - $27.77 $403,118 - $470,757
-16,952 Reduced 77.33%
4,970 $133 Million
Q3 2022

Oct 10, 2024
BUY
$24.62 - $29.39 $514,385 - $614,045
20,893 Added 2030.42%
21,922 $540 Million
Q2 2022

Oct 17, 2024
SELL
$28.19 - $33.79 $28,866 - $34,600
-1,024 Reduced 3.61%
27,367 $785 Million
Q1 2022

Oct 17, 2024
BUY
$30.13 - $38.07 $825,049 - $1.04 Million
27,383 Added 2716.57%
28,391 $927 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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email