Purchases and Sales Made in Q4 2024 in Wisdomtree Tr China Ex State O (CXSE)
This table provides information about the institutional ownership of Wisdomtree Tr China Ex State O (CXSE) during Q4 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CHINA EX-STATE-O.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
147KNew |
$4.38M - $5.83M
|
147K
$4.59M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
103KNew |
$3.06M - $4.06M
|
103K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
20KNew |
$596K - $791K
|
20K
$623K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
75New |
$2.23K - $2.96K
|
75
$2.33K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.9K- 50.04% |
$265K - $352K
|
8.88K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-12K- 16.12% |
$356K - $473K
|
62.3K
$1.94M
|