Purchases and Sales Made in Q4 2024 in Wisdomtree Tr China Ex State O (CXSE)
This table provides information about the institutional ownership of Wisdomtree Tr China Ex State O (CXSE) during Q4 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CHINA EX-STATE-O.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
1.06M+ 2852.14% |
$31.4M - $41.7M
|
1.09M
$38.4M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
147KNew |
$4.38M - $5.83M
|
147K
$5.18M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
103KNew |
$3.06M - $4.06M
|
103K
$3.61M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
86.2KNew |
$2.56M - $3.41M
|
86.2K
$3.03M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.7K+ 50.07% |
$1M - $1.33M
|
101K
$3.55M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 18.65% |
$632K - $839K
|
135K
$4.75M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
20KNew |
$596K - $791K
|
20K
$704K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6KNew |
$583K - $775K
|
19.6K
$689K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.4K+ 139.32% |
$578K - $768K
|
33.4K
$1.17M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16KNew |
$475K - $630K
|
16K
$561K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.61K+ 7.93% |
$77.6K - $103K
|
35.5K
$1.25M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.48K+ 2035.25% |
$73.9K - $98.1K
|
2.61K
$91.6K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65KNew |
$48.9K - $65K
|
1.65K
$57.8K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26K+ 8.73% |
$37.4K - $49.7K
|
15.7K
$550K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
730+ 839.08% |
$21.7K - $28.8K
|
817
$28.7K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
361+ 3.38% |
$10.7K - $14.3K
|
11K
$388K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
290New |
$8.63K - $11.5K
|
290
$10.2K
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
75New |
$2.23K - $2.96K
|
75
$2.64K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-60- 70.59% |
$1.79K - $2.37K
|
25
$879
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-239- 11.96% |
$7.11K - $9.45K
|
1.76K
$61.9K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-433- 28.62% |
$12.9K - $17.1K
|
1.08K
$38K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-541- 3.03% |
$16.1K - $21.4K
|
17.3K
$609K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.64K- 2.93% |
$48.8K - $64.8K
|
54.3K
$1.91M
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.54K- 4.99% |
$105K - $140K
|
67.4K
$2.37M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.57K- 3.26% |
$136K - $181K
|
136K
$4.76M
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.9K- 50.04% |
$265K - $352K
|
8.88K
$312K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-11.8K- 22.81% |
$351K - $466K
|
39.9K
$1.4M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-12K- 16.12% |
$356K - $473K
|
62.3K
$2.19M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.7K- 35.12% |
$555K - $738K
|
34.5K
$1.21M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-41.5K- 99.52% |
$1.23M - $1.64M
|
200
$7.03K
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.06M- 96.65% |
$31.4M - $41.7M
|
36.6K
$1.28M
|