Robertson Stephens Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 36,733 shares of XSOE stock, worth $1.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
36,733
Previous 83,561 56.04%
Holding current value
$1.09 Million
Previous $2.55 Million 55.34%
% of portfolio
0.04%
Previous 0.09%

Shares

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

Apr 17, 2025
SELL
$29.72 - $31.94 $1.39 Million - $1.5 Million
-46,828 Reduced 56.04%
36,733 $1.14 Million
Q4 2024

Jan 27, 2025
SELL
$30.48 - $34.2 $153,222 - $171,923
-5,027 Reduced 5.67%
83,561 $2.55 Million
Q3 2024

Nov 12, 2024
SELL
$29.23 - $33.51 $311,884 - $357,551
-10,670 Reduced 10.75%
88,588 $2.93 Million
Q2 2024

Aug 13, 2024
SELL
$28.28 - $31.13 $9,841 - $10,833
-348 Reduced 0.35%
99,258 $3.04 Million
Q1 2024

May 15, 2024
BUY
$27.04 - $29.77 $2.69 Million - $2.97 Million
99,606 New
99,606 $2.93 Million

Others Institutions Holding XSOE

# of Institutions
253
Shares Held
35M
Call Options Held
1.8K
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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