Warren Street Wealth Advisors, LLC XSOE Holdings History
Warren Street Wealth Advisors, LLC's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Holding Summary
As of 2025-03-31, Warren Street Wealth Advisors, LLC held 544,307.00 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE), totaling $16.80 Mil. This investment constitutes 6.52% of their stock portfolio, and Warren Street Wealth Advisors, LLC now holds 1.01% of the outstanding WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE) stock.
The initial trade took place in 2021Q4. And since then Warren Street Wealth Advisors, LLC has made 12 purchases of XSOE, at an average price of $34.32, for a total of 592,199.00 shares. In addition, there have been 1 sales at an average price of $34.64 for 47,892.00 shares. Based on historical transaction data and XSOE's current price of $34.90, Warren Street Wealth Advisors, LLC's estimated gain on his XSOE holdings is $331,274.33, reflecting a 1.63% gain to date.
Warren Street Wealth Advisors, LLC XSOE ($34.90) Holding Chart
Warren Street Wealth Advisors, LLC XSOE ($34.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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