Walled Lake Planning & Wealth Management, LLC Wisdomtree Tr China Ex State O Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$48.16 - $57.65 $6,020 - $7,206	-125 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$51.73 - $66.66 $6,466 - $8,332	125 New	125 $7,000

Others Institutions Holding CXSE

# of Institutions

Shares Held

969K

Call Options Held

Put Options Held

Cambridge Investment Research Advisors, Inc.

140K
Shares

$4.29 Million
0.02% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

114K
Shares

$3.49 Million
0.0% of portfolio
Leo Brokerage, LLC

105K
Shares

$3.22 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

$2.17 Million
1.73% of portfolio

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About WISDOMTREE TR CHINA EX-STATE-O

Ticker CXSE
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