My Legacy Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

My Legacy Advisors, LLC

$249 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	SELL	$25.6 - $28.88 $358,323 - $404,233	-13,997 Reduced 53.62%	12,106 $349,000
Q3 2023 Oct 20, 2023	SELL	$26.52 - $29.84 $52,774 - $59,381	-1,990 Reduced 7.08%	26,103 $696,000
Q2 2023 Jul 14, 2023	BUY	$26.67 - $29.16 $51,793 - $56,628	1,942 Added 7.43%	28,093 $785,000
Q1 2023 Apr 11, 2023	BUY	$26.2 - $30.06 $56,251 - $64,538	2,147 Added 8.94%	26,151 $728,000
Q4 2022 Feb 07, 2023	SELL	$23.78 - $27.77 $37,025 - $43,237	-1,557 Reduced 6.09%	24,004 $640,000
Q3 2022 Oct 17, 2022	BUY	$24.62 - $29.39 $17,800 - $21,248	723 Added 2.91%	25,561 $617,000
Q2 2022 Jul 12, 2022	SELL	$28.19 - $33.79 $2.31 Million - $2.77 Million	-81,881 Reduced 76.73%	24,838 $693,000
Q1 2022 Apr 07, 2022	BUY	$30.13 - $38.07 $3.22 Million - $4.06 Million	106,719 New	106,719 $3.49 Million

Others Institutions Holding XSOE

# of Institutions

246

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

$75.2 Million
4.07% of portfolio
Jane Street Group, LLC New York, NY

2.06M
Shares

$63.9 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.03M
Shares

$62.9 Million
0.01% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

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