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

Sightline Wealth Advisors, LLC

$152 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	SELL	$25.6 - $28.88 $79,385 - $89,556	-3,101 Reduced 29.81%	7,303 $210,000
Q3 2023 Nov 01, 2023	SELL	$26.52 - $29.84 $640,086 - $720,218	-24,136 Reduced 69.88%	10,404 $277,000
Q2 2023 Jul 14, 2023	BUY	$26.67 - $29.16 $921,181 - $1.01 Million	34,540 New	34,540 $965,000
Q3 2022 Oct 26, 2022	SELL	N/A	-770 Reduced 1.7%	44,492 $1.11 Million
Q2 2022 Jul 15, 2022	BUY	N/A	963 Added 2.17%	45,262 $1.29 Million

Q1 2022 Apr 29, 2022	BUY	N/A	997 Added 2.3%	44,299 $1.45 Million
Q4 2021 Jan 26, 2022	BUY	N/A	2,145 Added 5.21%	43,302 $1.6 Million
Q3 2021 Oct 25, 2021	BUY	N/A	1,812 Added 4.61%	41,157 $1.54 Million
Q2 2021 Jul 22, 2021	BUY	N/A	1,156 Added 3.03%	39,345 $1.66 Million
Q1 2021 May 10, 2021	BUY	N/A	17,238 Added 82.28%	38,189 $1.56 Million
Q4 2020 Feb 02, 2021	BUY	N/A	20,951 New	20,951 $831,000

Others Institutions Holding XSOE

# of Institutions

251

Shares Held

44.1M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

4.82M
Shares

$150 Million
2.75% of portfolio
Morgan Stanley New York, NY

3.78M
Shares

$118 Million
0.01% of portfolio
Old Mission Capital LLC

3.03M
Shares

$94.4 Million
2.32% of portfolio
Jane Street Group, LLC New York, NY

2.12M
Shares

$66.1 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

2.02M
Shares

$62.9 Million
0.01% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

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