Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$25.6 - $28.88 $85,324 - $96,257	-3,333 Reduced 99.29%	24 $0
Q3 2023 Oct 17, 2023	BUY	$26.52 - $29.84 $9,918 - $11,160	374 Added 12.54%	3,357 $89,000
Q2 2023 Jul 19, 2023	BUY	$26.67 - $29.16 $7,654 - $8,368	287 Added 10.65%	2,983 $83,000
Q1 2023 May 10, 2023	BUY	$26.2 - $30.06 $70,006 - $80,320	2,672 Added 11133.33%	2,696 $75,000
Q4 2022 Feb 14, 2023	SELL	$23.78 - $27.77 $4,113 - $4,804	-173 Reduced 87.82%	24 $0
Q3 2022 Oct 26, 2022	SELL	$24.62 - $29.39 $1,304 - $1,557	-53 Reduced 21.2%	197 $4,000
Q2 2022 Aug 10, 2022	SELL	$28.19 - $33.79 $1,409 - $1,689	-50 Reduced 16.67%	250 $7,000
Q1 2022 May 13, 2022	SELL	$30.13 - $38.07 $18,861 - $23,831	-626 Reduced 67.6%	300 $9,000
Q4 2021 Feb 14, 2022	SELL	$35.7 - $39.01 $17,885 - $19,544	-501 Reduced 35.11%	926 $34,000
Q3 2021 Nov 02, 2021	SELL	$37.03 - $41.81 $21,884 - $24,709	-591 Reduced 29.29%	1,427 $53,000
Q2 2021 Jul 27, 2021	SELL	$39.26 - $42.54 $43,578 - $47,219	-1,110 Reduced 35.49%	2,018 $84,000
Q1 2021 May 11, 2021	BUY	$39.62 - $45.05 $123,257 - $140,150	3,111 Added 18300.0%	3,128 $127,000
Q4 2020 Feb 09, 2021	BUY	$33.67 - $39.76 $572 - $675	17 New	17 $0

Others Institutions Holding XSOE

# of Institutions

248

Shares Held

43.4M

Call Options Held

Put Options Held

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

View Full List

About WISDOMTREE TR EMERGING MKTS EX

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