Cape Investment Advisory, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Cape Investment Advisory, Inc.

$223 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Oct 12, 2023	BUY	$26.2 - $30.06 $26,200 - $30,060	1,000 New	1,000 $27.8 Million

Others Institutions Holding XSOE

# of Institutions

248

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

3.8M
Shares

$127 Million
2.19% of portfolio
Morgan Stanley New York, NY

3.48M
Shares

$117 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.04M
Shares

$68.2 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.81M
Shares

$60.6 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

1.63M
Shares

$54.4 Million
0.64% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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