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 $1.13 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

36,733

Previous 83,561 56.04%

Holding current value

$1.13 Million

Previous $2.55 Million 55.34%

% of portfolio

0.04%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

250

Shares Held

34.9M

Call Options Held

1.8K

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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