Crown Wealth Group, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Crown Wealth Group, LLC

$211 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Jul 13, 2022	SELL	$30.13 - $38.07 $265,957 - $336,043	-8,827 Closed	0 $0
Q4 2021 Jul 13, 2022	BUY	$35.7 - $39.01 $315,123 - $344,341	8,827 New	8,827 $325,000

Others Institutions Holding XSOE

# of Institutions

248

Shares Held

43.4M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

3.8M
Shares

$118 Million
2.16% of portfolio
Morgan Stanley New York, NY

3.37M
Shares

$105 Million
0.01% of portfolio
Flow Traders U.S. LLC New York, NY

2.43M
Shares

$75.4 Million
4.07% of portfolio
Jane Street Group, LLC New York, NY

2.06M
Shares

$64 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.03M
Shares

$63 Million
0.01% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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