Merriman Wealth Management, LLC Wisdomtree Tr China Ex State O Transaction History

Merriman Wealth Management, LLC

$2.36 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$62.89 - $80.87 $534,565 - $687,395	-8,500 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$56.01 - $65.77 $476,085 - $559,045	8,500 New	8,500 $560,000

Others Institutions Holding CXSE

# of Institutions

39

Shares Held

1.23M

Call Options Held

0

Put Options Held

0

Avaii Wealth Management, LLC Appleton, WI

147K
Shares

$4.67 Million
2.42% of portfolio
Cambridge Investment Research Advisors, Inc.

140K
Shares

$4.44 Million
0.02% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

114K
Shares

$3.61 Million
0.0% of portfolio
Leo Brokerage, LLC

105K
Shares

$3.33 Million
0.37% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

103K
Shares

$3.26 Million
0.05% of portfolio

About WISDOMTREE TR CHINA EX-STATE-O

Ticker CXSE
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