Golden State Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	SELL	$30.48 - $34.2 $590,641 - $662,727	-19,378 Closed	0 $0
Q1 2022 May 19, 2022	BUY	$30.13 - $38.07 $583,859 - $737,720	19,378 New	19,378 $633,000
Q1 2022 May 16, 2022	SELL	$30.13 - $38.07 $1.22 Million - $1.54 Million	-40,368 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$35.7 - $39.01 $708,180 - $773,841	19,837 Added 96.62%	40,368 $1.49 Million
Q3 2021 Nov 15, 2021	SELL	$37.03 - $41.81 $37,437 - $42,269	-1,011 Reduced 4.69%	20,531 $766,000
Q2 2021 Aug 12, 2021	BUY	$39.26 - $42.54 $845,738 - $916,396	21,542 New	21,542 $906,000
Q4 2020 Jan 28, 2021	SELL	$33.67 - $39.76 $70,403 - $83,138	-2,091 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$30.26 - $34.75 $63,273 - $72,662	2,091 New	2,091 $70,000
Q2 2020 Aug 11, 2020	SELL	$23.37 - $30.48 $25,099 - $32,735	-1,074 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$21.97 - $32.5 $23,595 - $34,905	1,074 New	1,074 $26,000

Others Institutions Holding XSOE

# of Institutions

244

Shares Held

40.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.37M
Shares

$103 Million
0.01% of portfolio
Flow Traders U.S. LLC New York, NY

2.43M
Shares

$74.3 Million
4.07% of portfolio
Jane Street Group, LLC New York, NY

2.06M
Shares

$63.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.03M
Shares

$62.1 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.81M
Shares

$55.4 Million
0.53% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

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