Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 14,632 shares of XSOE stock, worth $515,778. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,632

Previous 15,971 8.38%

Holding current value

$515,778

Previous $494,000 2.02%

% of portfolio

0.06%

Previous 0.07%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$27.26 - $34.48 $36,501 - $46,168	-1,339 Reduced 8.38%	14,632 $504,000
Q1 2025 Apr 14, 2025	SELL	$29.72 - $31.94 $357,591 - $384,302	-12,032 Reduced 42.97%	15,971 $494,000
Q4 2024 Jan 22, 2025	BUY	$30.48 - $34.2 $36,179 - $40,595	1,187 Added 4.43%	28,003 $853,000
Q3 2024 Oct 24, 2024	BUY	$29.23 - $33.51 $15,374 - $17,626	526 Added 2.0%	26,816 $885,000
Q2 2024 Jul 26, 2024	BUY	$28.28 - $31.13 $7,833 - $8,623	277 Added 1.06%	26,290 $805,000
Q1 2024 Apr 30, 2024	BUY	$27.04 - $29.77 $28,040 - $30,871	1,037 Added 4.15%	26,013 $766,000
Q4 2023 Jan 19, 2024	SELL	$25.6 - $28.88 $32,537 - $36,706	-1,271 Reduced 4.84%	24,976 $721,000
Q3 2023 Oct 19, 2023	BUY	$26.52 - $29.84 $12,915 - $14,532	487 Added 1.89%	26,247 $700,000
Q2 2023 Jul 17, 2023	SELL	$26.67 - $29.16 $59,607 - $65,172	-2,235 Reduced 7.98%	25,760 $719,000
Q1 2023 Apr 20, 2023	BUY	$26.2 - $30.06 $30,889 - $35,440	1,179 Added 4.4%	27,995 $779,000
Q4 2022 Jan 17, 2023	BUY	$23.78 - $27.77 $12,817 - $14,968	539 Added 2.05%	26,816 $0
Q3 2022 Oct 31, 2022	SELL	$24.62 - $29.39 $209,171 - $249,697	-8,496 Reduced 24.43%	26,277 $647,000
Q2 2022 Jul 29, 2022	SELL	$28.19 - $33.79 $308,398 - $369,662	-10,940 Reduced 23.93%	34,773 $997,000
Q1 2022 May 11, 2022	BUY	$30.13 - $38.07 $165,353 - $208,928	5,488 Added 13.64%	45,713 $1.49 Million
Q4 2021 Jan 10, 2022	SELL	$35.7 - $39.01 $24,775 - $27,072	-694 Reduced 1.7%	40,225 $1.48 Million
Q3 2021 Nov 24, 2021	SELL	$37.03 - $41.81 $328,122 - $370,478	-8,861 Reduced 17.8%	40,919 $1.53 Million
Q2 2021 Jul 30, 2021	BUY	$39.26 - $42.54 $129,793 - $140,637	3,306 Added 7.11%	49,780 $2.09 Million
Q1 2021 Apr 29, 2021	SELL	$39.62 - $45.05 $461,889 - $525,192	-11,658 Reduced 20.05%	46,474 $1.89 Million
Q4 2020 Jan 15, 2021	BUY	$33.67 - $39.76 $172,188 - $203,332	5,114 Added 9.65%	58,132 $2.31 Million
Q3 2020 Oct 21, 2020	SELL	$30.26 - $34.75 $9,834 - $11,293	-325 Reduced 0.61%	53,018 $1.79 Million
Q2 2020 Jul 10, 2020	BUY	$23.37 - $30.48 $771,350 - $1.01 Million	33,006 Added 162.3%	53,343 $1.6 Million
Q1 2020 Apr 15, 2020	SELL	$21.97 - $32.5 $76,741 - $113,522	-3,493 Reduced 14.66%	20,337 $497,000
Q4 2019 Jan 22, 2020	BUY	$27.22 - $31.28 $96,685 - $111,106	3,552 Added 17.52%	23,830 $744,000
Q3 2019 Oct 25, 2019	BUY	$27.49 - $28.9 $13,305 - $13,987	484 Added 2.45%	20,278 $561,000
Q2 2019 Aug 07, 2019	BUY	N/A	6,365 Added 47.4%	19,794 $577,000
Q1 2019 Apr 29, 2019	BUY	N/A	6,532 Added 94.71%	13,429 $387,000
Q4 2018 Feb 04, 2019	BUY	N/A	6,533 Added 1794.78%	6,897 $176,000
Q3 2018 Oct 30, 2018	BUY	N/A	364 New	364 $10,000

Others Institutions Holding XSOE

# of Institutions

250

Shares Held

34.9M

Call Options Held

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 Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account

Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History