Horst & Graben Wealth Management LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Horst & Graben Wealth Management LLC

$536 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	SELL	$26.52 - $29.84 $48,505 - $54,577	-1,829 Reduced 15.66%	9,853 $262,000
Q2 2023 Jul 25, 2023	BUY	$26.67 - $29.16 $1,733 - $1,895	65 Added 0.56%	11,682 $326,000
Q1 2023 Apr 28, 2023	SELL	$26.2 - $30.06 $1.75 Million - $2.01 Million	-66,961 Reduced 85.22%	11,617 $323,000
Q4 2022 Jan 24, 2023	SELL	$23.78 - $27.77 $216,516 - $252,845	-9,105 Reduced 10.38%	78,578 $0
Q3 2022 Oct 24, 2022	SELL	$24.62 - $29.39 $70,733 - $84,437	-2,873 Reduced 3.17%	87,683 $2.16 Million
Q2 2022 Aug 01, 2022	SELL	$28.19 - $33.79 $6.18 Million - $7.41 Million	-219,228 Reduced 70.77%	90,556 $2.6 Million
Q1 2022 Apr 27, 2022	BUY	$30.13 - $38.07 $1.32 Million - $1.67 Million	43,848 Added 16.49%	309,784 $10.1 Million
Q4 2021 Jan 20, 2022	SELL	$35.7 - $39.01 $682,012 - $745,247	-19,104 Reduced 6.7%	265,936 $9.8 Million
Q3 2021 Nov 02, 2021	SELL	$37.03 - $41.81 $2.06 Million - $2.33 Million	-55,682 Reduced 16.34%	285,040 $10.6 Million
Q2 2021 Jul 20, 2021	BUY	$39.26 - $42.54 $5.54 Million - $6 Million	141,114 Added 70.7%	340,722 $14.3 Million
Q1 2021 Apr 20, 2021	BUY	$39.62 - $45.05 $83,954 - $95,460	2,119 Added 1.07%	199,608 $8.12 Million
Q4 2020 Jan 12, 2021	BUY	$33.67 - $39.76 $1.99 Million - $2.35 Million	59,187 Added 42.8%	197,489 $7.83 Million
Q3 2020 Oct 13, 2020	BUY	$30.26 - $34.75 $904,713 - $1.04 Million	29,898 Added 27.58%	138,302 $4.66 Million
Q2 2020 Jul 29, 2020	BUY	$23.37 - $30.48 $2.53 Million - $3.3 Million	108,404 New	108,404 $3.24 Million

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

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