Mfa Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Mfa Wealth Advisors, LLC

$388 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$28.19 - $33.79 $492,028 - $589,770	-17,454 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$30.13 - $38.07 $7.52 Million - $9.5 Million	-249,615 Reduced 93.46%	17,454 $570,000
Q4 2021 Feb 14, 2022	BUY	$35.7 - $39.01 $202,097 - $220,835	5,661 Added 2.17%	267,069 $9.84 Million
Q3 2021 Nov 24, 2021	SELL	$37.03 - $41.81 $300 Million - $339 Million	-8,112,143 Reduced 96.88%	261,408 $9.76 Million
Q3 2021 Nov 15, 2021	BUY	$37.03 - $41.81 $300 Million - $339 Million	8,113,357 Added 3118.2%	8,373,551 $9.55 Million
Q2 2021 Aug 13, 2021	SELL	$39.26 - $42.54 $8,087 - $8,763	-206 Reduced 0.08%	260,194 $10.9 Million
Q1 2021 May 14, 2021	BUY	$39.62 - $45.05 $1.74 Million - $1.97 Million	43,821 Added 20.23%	260,400 $10.6 Million
Q4 2020 Feb 16, 2021	BUY	$33.67 - $39.76 $66,868 - $78,963	1,986 Added 0.93%	216,579 $8.59 Million
Q3 2020 Nov 12, 2020	SELL	$30.26 - $34.75 $177,777 - $204,156	-5,875 Reduced 2.66%	214,593 $7.23 Million
Q2 2020 Aug 13, 2020	BUY	$23.37 - $30.48 $4.66 Million - $6.08 Million	199,451 Added 949.0%	220,468 $0
Q1 2020 Apr 09, 2020	BUY	$21.97 - $32.5 $461,743 - $683,052	21,017 New	21,017 $500,000

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

Ticker XSOE
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