Ellevest, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Ellevest, Inc.

$608 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 06, 2020	SELL	$23.37 - $30.48 $46 - $60	-2 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$21.97 - $32.5 $43 - $65	2 New	2 $0

Others Institutions Holding XSOE

# of Institutions

253

Shares Held

35.2M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

3.35M
Shares

$130 Million
1.38% of portfolio
Morgan Stanley New York, NY

2.79M
Shares

$108 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.1M
Shares

$81 Million
0.01% of portfolio
Valmark Advisers, Inc.

1.66M
Shares

$64.1 Million
0.83% of portfolio
Lpl Financial LLC Fort Mill, SC

1.53M
Shares

$58.9 Million
0.02% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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