Lex Aurum Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Lex Aurum Advisors, LLC

$400 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$28.19 - $33.79 $235,612 - $282,416	-8,358 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$30.13 - $38.07 $47,816 - $60,417	1,587 Added 23.44%	8,358 $273,000
Q4 2021 Jan 24, 2022	SELL	$35.7 - $39.01 $220,447 - $240,886	-6,175 Reduced 47.7%	6,771 $249,000
Q3 2021 Nov 03, 2021	SELL	$37.03 - $41.81 $147,009 - $165,985	-3,970 Reduced 23.47%	12,946 $483,000
Q2 2021 Jul 19, 2021	BUY	$39.26 - $42.54 $35,294 - $38,243	899 Added 5.61%	16,916 $712,000
Q1 2021 Apr 22, 2021	SELL	$39.62 - $45.05 $123,772 - $140,736	-3,124 Reduced 16.32%	16,017 $652,000
Q4 2020 Jan 20, 2021	BUY	$33.67 - $39.76 $309,764 - $365,792	9,200 Added 92.55%	19,141 $759,000
Q3 2020 Oct 22, 2020	BUY	$30.26 - $34.75 $300,814 - $345,449	9,941 New	9,941 $335,000

Others Institutions Holding XSOE

# of Institutions

248

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

3.8M
Shares

$129 Million
2.19% of portfolio
Morgan Stanley New York, NY

3.48M
Shares

$118 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.04M
Shares

$69.2 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.81M
Shares

$61.4 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

1.63M
Shares

$55.2 Million
0.64% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

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