Evergreen Private Wealth LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Evergreen Private Wealth LLC

$247 Billion
Q3 2025

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 174,769 shares of XSOE stock, worth $6.78 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares

174,769

Previous 179,509 2.64%

Holding current value

$6.78 Million

Previous $6.19 Billion 7.13%

% of portfolio

2.69%

Previous 2.59%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$34.31 - $38.09 $162,629 - $180,546	-4,740 Reduced 2.64%	174,769 $6.63 Billion
Q2 2025 Jul 16, 2025	BUY	$27.26 - $34.48 $138,099 - $174,675	5,066 Added 2.9%	179,509 $6.19 Billion
Q1 2025 May 01, 2025	BUY	$29.72 - $31.94 $79,798 - $85,758	2,685 Added 1.56%	174,443 $5.39 Billion
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

255

Shares Held

35.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Evergreen Private Wealth LLC Wisdomtree Tr Emerging Mkts Ex Transaction History