Trinity Point Wealth, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Trinity Point Wealth, LLC

$629 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$37.03 - $41.81 $195,259 - $220,464	-5,273 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$39.26 - $42.54 $207,017 - $224,313	5,273 New	5,273 $222,000

Others Institutions Holding XSOE

# of Institutions

248

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

3.8M
Shares

$129 Million
2.19% of portfolio
Morgan Stanley New York, NY

3.48M
Shares

$118 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.04M
Shares

$69.2 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.81M
Shares

$61.4 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

1.63M
Shares

$55.2 Million
0.64% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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