Evergreen Private Wealth LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Evergreen Private Wealth LLC

$213 Billion
Q4 2024

A detailed history of Evergreen Private Wealth LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 171,758 shares of XSOE stock, worth $5.25 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

171,758

Previous 171,086 0.39%

Holding current value

$5.25 Million

Previous $5.65 Billion 7.36%

% of portfolio

2.45%

Previous 2.62%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$30.48 - $34.2 $20,482 - $22,982	672 Added 0.39%	171,758 $5.24 Billion
Q3 2024 Oct 31, 2024	BUY	$29.23 - $33.51 $82,750 - $94,866	2,831 Added 1.68%	171,086 $5.65 Billion
Q2 2024 Aug 12, 2024	BUY	$28.28 - $31.13 $81,502 - $89,716	2,882 Added 1.74%	168,255 $5.15 Billion
Q1 2024 Apr 16, 2024	BUY	$27.04 - $29.77 $2.09 Million - $2.31 Million	77,441 Added 88.07%	165,373 $4.87 Billion
Q4 2023 Feb 08, 2024	BUY	$25.6 - $28.88 $2.25 Million - $2.54 Million	87,932 New	87,932 $2.54 Billion

Others Institutions Holding XSOE

# of Institutions

253

Shares Held

35.1M

Call Options Held

1.8K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
Industry ETFs

More about XSOE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Account

Evergreen Private Wealth LLC Wisdomtree Tr Emerging Mkts Ex Transaction History