Fermata Advisors, LLC Wisdomtree Tr Emerging Mkts Ef Transaction History

Fermata Advisors, LLC

$510 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$28.65 - $32.83 $974 - $1,116	34 Added 0.49%	6,957 $223,000
Q2 2024 Jul 12, 2024	BUY	$26.82 - $29.96 $185,674 - $207,413	6,923 New	6,923 $203,000
Q4 2022 Feb 13, 2023	SELL	$22.98 - $27.67 $17,901 - $21,554	-779 Reduced 8.56%	8,324 $220,000
Q3 2022 Nov 14, 2022	SELL	$24.09 - $29.49 $87,808 - $107,491	-3,645 Reduced 28.59%	9,103 $219,000
Q2 2022 Aug 09, 2022	SELL	$28.02 - $33.71 $14,990 - $18,034	-535 Reduced 4.03%	12,748 $363,000
Q1 2022 Apr 22, 2022	SELL	$30.34 - $38.43 $42,445 - $53,763	-1,399 Reduced 9.53%	13,283 $435,000
Q4 2021 Feb 02, 2022	BUY	$36.26 - $39.53 $249,468 - $271,966	6,880 Added 88.18%	14,682 $546,000
Q3 2021 Oct 29, 2021	BUY	$37.87 - $41.4 $295,461 - $323,002	7,802 New	7,802 $297,000

Others Institutions Holding NTSE

# of Institutions

15

Shares Held

536K

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

185K
Shares

$5.37 Million
0.07% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

113K
Shares

$3.29 Million
0.09% of portfolio
Professional Financial Advisors, LLC

63.4K
Shares

$1.84 Million
0.48% of portfolio
Accurate Wealth Management, LLC

36.8K
Shares

$1.07 Million
0.22% of portfolio
Halbert Hargrove Global Advisors, LLC

28.4K
Shares

$824,409
0.05% of portfolio

About WISDOMTREE TR EMERGING MKTS EF

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