Valeo Financial Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Valeo Financial Advisors, LLC

$3.34 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	N/A	-1,065 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	N/A	1,065 New	1,065 $43,000

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

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 Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.