Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q4 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EMERGING MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.34K+ 34.08% |
$102K - $114K
|
13.1K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
3.2K+ 17.65% |
$97.4K - $109K
|
21.3K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.13KNew |
$95.3K - $107K
|
3.13K
$99.6K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.04K+ 15.11% |
$92.7K - $104K
|
23.2K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.75K+ 13.25% |
$83.9K - $94.1K
|
23.5K
$749K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.55K+ 21.64% |
$77.7K - $87.1K
|
14.3K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.37K+ 0.85% |
$72.2K - $81K
|
282K
$8.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 10.29% |
$64.6K - $72.5K
|
22.7K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.04K+ 2.89% |
$62.3K - $69.9K
|
72.7K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.55K+ 0.89% |
$47.2K - $52.9K
|
176K
$5.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.53K+ 6.88% |
$46.5K - $52.2K
|
23.7K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.39K+ 10.79% |
$42.3K - $47.4K
|
14.2K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.31K+ 4.01% |
$39.8K - $44.6K
|
33.9K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 15.53% |
$38.7K - $43.4K
|
9.44K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.25K+ 103.39% |
$38.1K - $42.8K
|
2.46K
$78.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.19K+ 4.43% |
$36.2K - $40.6K
|
28K
$892K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.14K+ 1.98% |
$34.9K - $39.1K
|
58.8K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.1K+ 2.23% |
$33.4K - $37.5K
|
50.3K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
965+ 24.28% |
$29.4K - $33K
|
4.94K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
899+ 0.28% |
$27.4K - $30.7K
|
325K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
800New |
$24.4K - $27.4K
|
800
$25.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
672+ 8.49% |
$20.5K - $23K
|
8.59K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
672+ 0.39% |
$20.5K - $23K
|
172K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
492New |
$15K - $16.8K
|
492
$15.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
393+ 0.81% |
$12K - $13.4K
|
49.2K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
348+ 17.3% |
$10.6K - $11.9K
|
2.36K
$75.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
314New |
$9.57K - $10.7K
|
314
$10K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
287+ 0.35% |
$8.75K - $9.82K
|
82.1K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
258+ 0.37% |
$7.86K - $8.82K
|
70.7K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218New |
$6.64K - $7.46K
|
218
$6.94K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
164+ 0.05% |
$5K - $5.61K
|
308K
$9.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
150New |
$4.57K - $5.13K
|
150
$4.78K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
144+ 0.12% |
$4.39K - $4.92K
|
115K
$3.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
142+ 0.11% |
$4.33K - $4.86K
|
129K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
86+ 0.01% |
$2.62K - $2.94K
|
978K
$31.1M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
77+ 7.04% |
$2.35K - $2.63K
|
1.17K
$37.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
52New |
$1.58K - $1.78K
|
52
$1.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 27.22% |
$1.49K - $1.68K
|
229
$7.29K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
26+ 0.16% |
$792 - $889
|
16K
$510K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.21% |
$213 - $239
|
3.3K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.33% |
$122 - $137
|
1.21K
$38.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
3New |
$91.4 - $103
|
3
$95.5
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-15- 5.58% |
$457 - $513
|
254
$8.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42- 8.28% |
$1.28K - $1.44K
|
465
$14.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-49- 1.06% |
$1.49K - $1.68K
|
4.57K
$145K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-70- 0.47% |
$2.13K - $2.39K
|
14.9K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 36.59% |
$2.29K - $2.57K
|
130
$4.14K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-78- 0.77% |
$2.38K - $2.67K
|
10.1K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-79- 0.75% |
$2.41K - $2.7K
|
10.4K
$331K
|