Ifp Advisors, Inc Wisdomtree Tr China Ex State O Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 06, 2021	SELL	$51.73 - $66.66 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$60.75 - $68.0 $7,472 - $8,364	-123 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$62.89 - $80.87 $25,533 - $32,833	-406 Reduced 76.75%	123 $8,000
Q4 2020 Jan 25, 2021	BUY	$56.01 - $65.77 $12,490 - $14,666	223 Added 72.88%	529 $34,000
Q3 2020 Oct 29, 2020	SELL	$48.4 - $58.58 $8,615 - $10,427	-178 Reduced 36.78%	306 $34,000
Q2 2020 Aug 05, 2020	BUY	$37.24 - $48.52 $18,024 - $23,483	484 New	484 $46,000
Q1 2020 May 12, 2020	BUY	$35.02 - $44.64 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$35.21 - $41.63 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$35.17 - $37.96 $0 - $0	0 New	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-700 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	N/A	3 Added 0.43%	700 $0
Q3 2018 Oct 25, 2018	BUY	N/A	697 New	697 $0

Others Institutions Holding CXSE

# of Institutions

42

Shares Held

2.27M

Call Options Held

100

Put Options Held

3.4K

Castlekeep Investment Advisors LLC Westport, CT

1.09M
Shares

$33.2 Million
0.78% of portfolio
Cambridge Investment Research Advisors, Inc.

136K
Shares

$4.12 Million
0.01% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

135K
Shares

$4.11 Million
0.0% of portfolio
Leo Brokerage, LLC

105K
Shares

$3.2 Million
0.37% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

103K
Shares

$3.13 Million
0.05% of portfolio

About WISDOMTREE TR CHINA EX-STATE-O

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