Purchases and Sales Made in Q4 2025 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q4 2025. 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 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
31.4K+ 6.18% |
$1.16M - $1.25M
|
539K
$20.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
6.11K+ 5.57% |
$226K - $244K
|
116K
$4.49M
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
6.03K+ 1.3% |
$223K - $241K
|
470K
$18.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.96K+ 1.65% |
$184K - $198K
|
307K
$11.9M
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
2.3K+ 8.96% |
$85.1K - $91.8K
|
28K
$1.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
401+ 0.95% |
$14.8K - $16K
|
42.7K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
388+ 3.41% |
$14.4K - $15.5K
|
11.8K
$456K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
223+ 1.44% |
$8.25K - $8.9K
|
15.7K
$609K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.11% |
$222 - $240
|
5.7K
$221K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$37 - $39.9
|
127
$4.93K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 0.1% |
$407 - $439
|
10.9K
$423K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-556- 1.5% |
$20.6K - $22.2K
|
36.5K
$1.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-598- 3.85% |
$22.1K - $23.9K
|
14.9K
$579K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-820- 2.28% |
$30.3K - $32.7K
|
35.2K
$1.36M
|
|