Evermay Wealth Management LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Evermay Wealth Management LLC

$806 Million
Q2 2025

A detailed history of Evermay Wealth Management LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Evermay Wealth Management LLC holds 420,326 shares of XSOE stock, worth $14.6 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

420,326

Previous 357,303 17.64%

Holding current value

$14.6 Million

Previous $11 Million 31.4%

% of portfolio

1.8%

Previous 1.46%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$27.26 - $34.48 $1.72 Million - $2.17 Million	63,023 Added 17.64%	420,326 $14.5 Million
Q1 2025 May 07, 2025	BUY	$29.72 - $31.94 $688,998 - $740,465	23,183 Added 6.94%	357,303 $11 Million
Q4 2024 Jan 23, 2025	BUY	$30.48 - $34.2 $813,937 - $913,276	26,704 Added 8.69%	334,120 $10.2 Million
Q3 2024 Oct 25, 2024	BUY	$29.23 - $33.51 $522,603 - $599,125	17,879 Added 6.18%	307,416 $10.2 Million
Q2 2024 Aug 01, 2024	BUY	$28.28 - $31.13 $4,326 - $4,762	153 Added 0.05%	289,537 $8.87 Million
Q1 2024 May 13, 2024	SELL	$27.04 - $29.77 $47,563 - $52,365	-1,759 Reduced 0.6%	289,384 $8.53 Million
Q4 2023 Feb 09, 2024	BUY	$25.6 - $28.88 $738,662 - $833,303	28,854 Added 11.0%	291,143 $8.41 Million
Q3 2023 Nov 13, 2023	BUY	$26.52 - $29.84 $488,896 - $550,100	18,435 Added 7.56%	262,289 $7 Million
Q2 2023 Aug 10, 2023	BUY	$26.67 - $29.16 $416,772 - $455,683	15,627 Added 6.85%	243,854 $6.82 Million
Q1 2023 May 15, 2023	BUY	$26.2 - $30.06 $811,204 - $930,717	30,962 Added 15.7%	228,227 $6.35 Million
Q4 2022 Jan 19, 2023	SELL	$23.78 - $27.77 $275,705 - $321,965	-11,594 Reduced 5.55%	197,265 $0
Q3 2022 Nov 14, 2022	SELL	$24.62 - $29.39 $422,134 - $503,920	-17,146 Reduced 7.59%	208,859 $5.14 Million
Q2 2022 Aug 15, 2022	SELL	$28.19 - $33.79 $3.45 Million - $4.13 Million	-122,313 Reduced 35.12%	226,005 $6.48 Million
Q1 2022 May 16, 2022	SELL	$30.13 - $38.07 $1.11 Million - $1.41 Million	-36,938 Reduced 9.59%	348,318 $11.4 Million
Q4 2021 Feb 14, 2022	SELL	$35.7 - $39.01 $252,756 - $276,190	-7,080 Reduced 1.8%	385,256 $14.2 Million
Q3 2021 Nov 12, 2021	SELL	$37.03 - $41.81 $233,289 - $263,403	-6,300 Reduced 1.58%	392,336 $14.6 Million
Q2 2021 Aug 13, 2021	BUY	$39.26 - $42.54 $3.02 Million - $3.27 Million	76,921 Added 23.91%	398,636 $16.8 Million
Q1 2021 May 10, 2021	BUY	$39.62 - $45.05 $2.96 Million - $3.37 Million	74,738 Added 30.26%	321,715 $13.1 Million
Q4 2020 Feb 16, 2021	BUY	$33.67 - $39.76 $1.91 Million - $2.25 Million	56,633 Added 29.75%	246,977 $9.8 Million
Q3 2020 Nov 05, 2020	BUY	$30.26 - $34.75 $333,616 - $383,118	11,025 Added 6.15%	190,344 $6.41 Million
Q2 2020 Jul 20, 2020	BUY	$23.37 - $30.48 $3.01 Million - $3.92 Million	128,701 Added 254.26%	179,319 $5.36 Million
Q1 2020 Apr 24, 2020	BUY	$21.97 - $32.5 $1.11 Million - $1.65 Million	50,618 New	50,618 $1.24 Million

Others Institutions Holding XSOE

# of Institutions

253

Shares Held

34.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Evermay Wealth Management LLC Wisdomtree Tr Emerging Mkts Ex Transaction History