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

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

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 83,561 shares of XSOE stock, worth $2.66 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
83,561
Previous 88,588 5.67%
Holding current value
$2.66 Million
Previous $2.93 Million 12.99%
% of portfolio
0.09%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
251
Shares Held
35.2M
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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