Steel Peak Wealth Management LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Steel Peak Wealth Management LLC

$1.98 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 18, 2021	SELL	N/A	-354,520 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	N/A	354,520 New	354,520 $14.1 Million

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

Ticker XSOE
Sector ETFs
Industry ETFs

More about XSOE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.