Veritable, L.P. Wisdomtree Tr China Ex State O Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$51.73 - $66.66 $170,709 - $219,978	-3,300 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$56.01 - $65.77 $184,833 - $217,041	3,300 New	3,300 $217,000

Others Institutions Holding CXSE

# of Institutions

44

Shares Held

2.42M

Call Options Held

100

Put Options Held

3.4K

Castlekeep Investment Advisors LLC Westport, CT

1.09M
Shares

$39.2 Million
0.78% of portfolio
Avaii Wealth Management, LLC Appleton, WI

147K
Shares

$5.3 Million
2.42% of portfolio
Cambridge Investment Research Advisors, Inc.

136K
Shares

$4.87 Million
0.01% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

135K
Shares

$4.85 Million
0.0% of portfolio
Leo Brokerage, LLC

105K
Shares

$3.78 Million
0.37% of portfolio

About WISDOMTREE TR CHINA EX-STATE-O

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