Twin Peaks Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 11,529 shares of XSOE stock, worth $442,944. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,529

Previous 12,217 5.63%

Holding current value

$442,944

Previous $366 Million 12.09%

% of portfolio

0.13%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$27.26 - $34.48 $18,754 - $23,722	-688 Reduced 5.63%	11,529 $410 Million
Q1 2025 Apr 16, 2025	SELL	$29.72 - $31.94 $196,865 - $211,570	-6,624 Reduced 35.16%	12,217 $366 Million
Q4 2024 Feb 04, 2025	SELL	$30.48 - $34.2 $73,639 - $82,627	-2,416 Reduced 11.37%	18,841 $574 Million
Q3 2024 Oct 25, 2024	SELL	$29.23 - $33.51 $13,825 - $15,850	-473 Reduced 2.18%	21,257 $702 Million
Q2 2024 Jul 31, 2024	SELL	$28.28 - $31.13 $10,378 - $11,424	-367 Reduced 1.66%	21,730 $666 Million
Q1 2024 Apr 23, 2024	SELL	$27.04 - $29.77 $59,379 - $65,374	-2,196 Reduced 9.04%	22,097 $651 Million
Q4 2023 Jan 17, 2024	BUY	$25.6 - $28.88 $621,900 - $701,581	24,293 New	24,293 $702 Million

Others Institutions Holding XSOE

# of Institutions

249

Shares Held

35.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Twin Peaks Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History