Venturi Wealth Management, LLC Wisdomtree Tr China Ex State O Transaction History

Venturi Wealth Management, LLC

$1.77 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$60.75 - $68.0 $1,093 - $1,224	-18 Closed	0 $0
Q1 2021 Apr 22, 2021	BUY	$62.89 - $80.87 $1,132 - $1,455	18 New	18 $1,000

Others Institutions Holding CXSE

# of Institutions

35

Shares Held

969K

Call Options Held

0

Put Options Held

0

Cambridge Investment Research Advisors, Inc.

140K
Shares

$4.3 Million
0.02% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

114K
Shares

$3.5 Million
0.0% of portfolio
Leo Brokerage, LLC

105K
Shares

$3.23 Million
0.37% of portfolio
Sol Capital Management CO

74.3K
Shares

$2.28 Million
0.27% of portfolio
Beaumont Capital Management, LLC Boston, MA

70.9K
Shares

$2.18 Million
1.73% of portfolio

About WISDOMTREE TR CHINA EX-STATE-O

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