Shore Haven Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 19, 2023	SELL	$26.67 - $29.16 $1.02 Million - $1.11 Million	-38,140 Reduced 19.05%	162,043 $4.53 Million
Q1 2023 Apr 14, 2023	BUY	$26.2 - $30.06 $4.63 Million - $5.32 Million	176,843 Added 757.68%	200,183 $5.57 Million
Q4 2022 Jan 24, 2023	SELL	$23.78 - $27.77 $352,514 - $411,662	-14,824 Reduced 38.84%	23,340 $0
Q3 2022 Nov 09, 2022	SELL	$24.62 - $29.39 $423,168 - $505,155	-17,188 Reduced 31.05%	38,164 $939,000
Q2 2022 Aug 01, 2022	SELL	$28.19 - $33.79 $3.7 Million - $4.44 Million	-131,353 Reduced 70.35%	55,352 $1.59 Million
Q1 2022 May 13, 2022	SELL	$30.13 - $38.07 $528,721 - $668,052	-17,548 Reduced 8.59%	186,705 $6.1 Million
Q4 2021 Jan 21, 2022	BUY	$35.7 - $39.01 $151,689 - $165,753	4,249 Added 2.12%	204,253 $7.53 Million
Q3 2021 Oct 28, 2021	BUY	$37.03 - $41.81 $469,540 - $530,150	12,680 Added 6.77%	200,004 $7.46 Million
Q2 2021 Aug 16, 2021	BUY	$39.26 - $42.54 $822,104 - $890,787	20,940 Added 12.59%	187,324 $7.88 Million
Q1 2021 May 13, 2021	BUY	$39.62 - $45.05 $183,321 - $208,446	4,627 Added 2.86%	166,384 $6.77 Million
Q4 2020 Feb 10, 2021	BUY	$33.67 - $39.76 $5.45 Million - $6.43 Million	161,757 New	161,757 $6.42 Million

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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