Portfolio Strategies, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Portfolio Strategies, Inc.

$843 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Sep 25, 2018	SELL	N/A	-300 Closed	0 $0
Q1 2018 Sep 25, 2018	BUY	N/A	300 New	300 $10,000

Others Institutions Holding XSOE

# of Institutions

253

Shares Held

35.2M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

3.35M
Shares

$132 Million
1.38% of portfolio
Morgan Stanley New York, NY

2.79M
Shares

$109 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.1M
Shares

$82.2 Million
0.01% of portfolio
Valmark Advisers, Inc.

1.66M
Shares

$65.1 Million
0.83% of portfolio
Lpl Financial LLC Fort Mill, SC

1.53M
Shares

$59.9 Million
0.02% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
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