Evermay Wealth Management LLC Wisdomtree Tr China Ex State O Transaction History

Evermay Wealth Management LLC

$618 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$33.85 - $43.01 $8,462 - $10,752	-250 Reduced 88.65%	32 $1,000
Q1 2022 May 16, 2022	SELL	$34.53 - $50.7 $72,927 - $107,078	-2,112 Reduced 88.22%	282 $11,000
Q3 2021 Nov 12, 2021	SELL	$51.73 - $66.66 $857,269 - $1.1 Million	-16,572 Reduced 87.38%	2,394 $128,000
Q2 2021 Aug 13, 2021	SELL	$60.75 - $68.0 $2.41 Million - $2.69 Million	-39,603 Reduced 67.62%	18,966 $1.28 Million
Q1 2021 May 10, 2021	SELL	$62.89 - $80.87 $523,622 - $673,323	-8,326 Reduced 12.45%	58,569 $3.82 Million
Q4 2020 Feb 16, 2021	BUY	$56.01 - $65.77 $1.96 Million - $2.3 Million	34,975 Added 109.57%	66,895 $4.4 Million
Q3 2020 Nov 05, 2020	BUY	$48.4 - $58.58 $14,762 - $17,866	305 Added 0.96%	31,920 $3.59 Million
Q2 2020 Jul 20, 2020	BUY	$37.24 - $48.52 $1.18 Million - $1.53 Million	31,615 New	31,615 $3.03 Million

Others Institutions Holding CXSE

# of Institutions

35

Shares Held

969K

Call Options Held

0

Put Options Held

0

Cambridge Investment Research Advisors, Inc.

140K
Shares

$4.29 Million
0.02% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

114K
Shares

$3.49 Million
0.0% of portfolio
Leo Brokerage, LLC

105K
Shares

$3.22 Million
0.37% of portfolio
Sol Capital Management CO

74.3K
Shares

$2.28 Million
0.27% of portfolio
Beaumont Capital Management, LLC Boston, MA

70.9K
Shares

$2.17 Million
1.73% of portfolio

About WISDOMTREE TR CHINA EX-STATE-O

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