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

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	N/A	-125 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	125 New	125 $7,000

Others Institutions Holding CXSE

# of Institutions

Shares Held

1.55M

Call Options Held

Put Options Held

Jane Street Group, LLC New York, NY

424K
Shares

$11.3 Million
0.02% of portfolio
Bank Of Montreal Toronto, A6

168K
Shares

$4.47 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

134K
Shares

$3.56 Million
0.01% of portfolio
Leo Brokerage, LLC

105K
Shares

$2.79 Million
0.37% of portfolio
Morgan Stanley New York, NY

77.8K
Shares

$2.06 Million
0.0% of portfolio

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About WISDOMTREE TR CHINA EX-STATE-O

Ticker CXSE
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