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

One Wealth Advisors, LLC

$639 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$23.78 - $27.77 $15,219 - $17,772	640 New	640 $17,000
Q2 2022 Aug 15, 2022	SELL	$28.19 - $33.79 $3.98 Million - $4.77 Million	-141,232 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$30.13 - $38.07 $1.37 Million - $1.74 Million	45,594 Added 47.67%	141,232 $4.61 Million
Q4 2021 Feb 14, 2022	BUY	$35.7 - $39.01 $125,842 - $137,510	3,525 Added 3.83%	95,638 $3.52 Million
Q3 2021 Nov 15, 2021	SELL	$37.03 - $41.81 $1.1 Million - $1.24 Million	-29,625 Reduced 24.34%	92,113 $3.44 Million
Q2 2021 Aug 16, 2021	BUY	$39.26 - $42.54 $1.89 Million - $2.05 Million	48,211 Added 65.57%	121,738 $5.12 Million
Q1 2021 May 17, 2021	BUY	$39.62 - $45.05 $1.99 Million - $2.26 Million	50,261 Added 216.03%	73,527 $2.99 Million
Q4 2020 Feb 16, 2021	BUY	$33.67 - $39.76 $783,366 - $925,056	23,266 New	23,266 $923,000

Others Institutions Holding XSOE

# of Institutions

248

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

$75.4 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

About WISDOMTREE TR EMERGING MKTS EX

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