Perigon Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 25,188 shares of XSOE stock, worth $870,749. This represents 0.02% of its overall portfolio holdings.

Number of Shares
25,188
Previous 22,728 10.82%
Holding current value
$870,749
Previous $692,000 12.28%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$29.72 - $31.94 $73,111 - $78,572
2,460 Added 10.82%
25,188 $777,000
Q4 2024

Jan 22, 2025
BUY
$30.48 - $34.2 $64,617 - $72,504
2,120 Added 10.29%
22,728 $692,000
Q3 2024

Oct 16, 2024
BUY
$29.23 - $33.51 $602,371 - $690,574
20,608 New
20,608 $680,000
Q4 2023

Jan 29, 2024
SELL
$25.6 - $28.88 $73,753 - $83,203
-2,881 Reduced 13.9%
17,846 $515,000
Q3 2023

Oct 30, 2023
SELL
$26.52 - $29.84 $103,083 - $115,988
-3,887 Reduced 15.79%
20,727 $552,000
Q2 2023

Aug 02, 2023
BUY
$26.67 - $29.16 $28,616 - $31,288
1,073 Added 4.56%
24,614 $687,000
Q1 2023

May 03, 2023
BUY
$26.2 - $30.06 $71,526 - $82,063
2,730 Added 13.12%
23,541 $655,000
Q4 2022

May 01, 2023
BUY
$23.78 - $27.77 $494,885 - $577,921
20,811 New
20,811 $555,000
Q3 2022

Dec 13, 2022
BUY
$24.62 - $29.39 $34,788 - $41,528
1,413 Added 15.05%
10,800 $266,000
Q2 2022

Aug 11, 2022
SELL
$28.19 - $33.79 $53,053 - $63,592
-1,882 Reduced 16.7%
9,387 $269,000
Q1 2022

May 16, 2022
BUY
$30.13 - $38.07 $26,484 - $33,463
879 Added 8.46%
11,269 $368,000
Q4 2021

Feb 11, 2022
BUY
$35.7 - $39.01 $22,562 - $24,654
632 Added 6.48%
10,390 $383,000
Q3 2021

Nov 01, 2021
BUY
$37.03 - $41.81 $361,338 - $407,981
9,758 New
9,758 $364,000
Q3 2021

Oct 25, 2021
SELL
$37.03 - $41.81 $292,611 - $330,382
-7,902 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
$39.26 - $42.54 $103,371 - $112,007
2,633 Added 49.97%
7,902 $332,000
Q1 2021

May 17, 2021
BUY
$39.62 - $45.05 $92,908 - $105,642
2,345 Added 80.2%
5,269 $214,000
Q4 2020

Jan 28, 2021
BUY
$33.67 - $39.76 $98,451 - $116,258
2,924 New
2,924 $116,000
Q3 2011

Nov 14, 2022
BUY
N/A
1,413
10,800 $266,000

Others Institutions Holding XSOE

# of Institutions
251
Shares Held
34.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

XSOE Quotes by TradingView
  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
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