Visionary Wealth Advisors Wisdomtree Tr Emerging Mkts Ex Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$28.19 - $33.79 $1.34 Million - $1.6 Million	-47,366 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$30.13 - $38.07 $111,782 - $141,239	3,710 Added 8.5%	47,366 $1.55 Million
Q4 2021 Feb 14, 2022	BUY	$35.7 - $39.01 $79,968 - $87,382	2,240 Added 5.41%	43,656 $1.61 Million
Q3 2021 Nov 12, 2021	BUY	$37.03 - $41.81 $184,594 - $208,422	4,985 Added 13.68%	41,416 $1.55 Million
Q2 2021 Aug 13, 2021	BUY	$39.26 - $42.54 $475,713 - $515,457	12,117 Added 49.84%	36,431 $1.53 Million
Q1 2021 May 18, 2021	BUY	$39.62 - $45.05 $182,648 - $207,680	4,610 Added 23.4%	24,314 $989,000
Q4 2020 Feb 16, 2021	BUY	$33.67 - $39.76 $49,191 - $58,089	1,461 Added 8.01%	19,704 $782,000
Q3 2020 Nov 16, 2020	BUY	$30.26 - $34.75 $552,033 - $633,944	18,243 New	18,243 $614,000

Others Institutions Holding XSOE

# of Institutions

247

Shares Held

38.5M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

3.8M
Shares

$124 Million
2.16% of portfolio
Morgan Stanley New York, NY

3.48M
Shares

$114 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.04M
Shares

$66.6 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.81M
Shares

$59.1 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

1.63M
Shares

$53.1 Million
0.64% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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