Latest Institutional Transactions on Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Emerging Mkts Ex (XSOE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.31K+ 4.01% |
$39.8K - $44.6K
|
33.9K
$1.05M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.55K+ 0.89% |
$47.2K - $52.9K
|
176K
$5.46M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.29K- 3.1% |
$39.3K - $44K
|
40.3K
$1.25M
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-22K- 48.36% |
$671K - $753K
|
23.5K
$729K
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
5.24K+ 12.6% |
$160K - $179K
|
46.9K
$1.45M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-91- 0.54% |
$2.77K - $3.11K
|
16.7K
$518K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.29K- 25.27% |
$100K - $112K
|
9.72K
$301K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-638- 73.25% |
$19.4K - $21.8K
|
233
$7.22K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-429- 4.01% |
$13.1K - $14.7K
|
10.3K
$318K
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
37.2K+ 12.98% |
$1.13M - $1.27M
|
324K
$10M
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
393+ 0.81% |
$12K - $13.4K
|
49.2K
$1.53M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.33% |
$122 - $137
|
1.21K
$37.6K
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
22.8K+ 10.65% |
$696K - $781K
|
237K
$7.36M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.6KNew |
$1.88M - $2.11M
|
61.6K
$1.91M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 6.97% |
$55.2K - $61.9K
|
24.2K
$749K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 10.71% |
$123K - $138K
|
41.6K
$1.29M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
258+ 0.37% |
$7.86K - $8.82K
|
70.7K
$2.19M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
348+ 17.3% |
$10.6K - $11.9K
|
2.36K
$73.1K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-699- 0.08% |
$21.3K - $23.9K
|
870K
$27M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.62K- 12.7% |
$49.5K - $55.5K
|
11.2K
$346K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
83.4K+ 11.84% |
$2.54M - $2.85M
|
787K
$24.4M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
800New |
$24.4K - $27.4K
|
800
$24.8K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-693- 35.81% |
$21.1K - $23.7K
|
1.24K
$38.5K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.6K+ 19.33% |
$812K - $911K
|
164K
$5.1M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
128KNew |
$3.9M - $4.38M
|
128K
$3.97M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
15.7KNew |
$480K - $538K
|
15.7K
$488K
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
672+ 0.39% |
$20.5K - $23K
|
172K
$5.32M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-49- 1.06% |
$1.49K - $1.68K
|
4.57K
$142K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-534- 52.98% |
$16.3K - $18.3K
|
474
$14.7K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.21% |
$213 - $239
|
3.3K
$102K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218New |
$6.64K - $7.46K
|
218
$6.76K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
129KNew |
$3.93M - $4.41M
|
129K
$4M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.04K+ 2.89% |
$62.3K - $69.9K
|
72.7K
$2.25M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
52New |
$1.58K - $1.78K
|
52
$1.61K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.77KNew |
$145K - $163K
|
4.77K
$148K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-655- 3.73% |
$20K - $22.4K
|
16.9K
$524K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12.1K+ 9.59% |
$370K - $415K
|
139K
$4.3M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
301K+ 16904.94% |
$9.18M - $10.3M
|
303K
$9.39M
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-289- 1.71% |
$8.81K - $9.88K
|
16.6K
$515K
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
26+ 0.16% |
$792 - $889
|
16K
$496K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.42K- 11.37% |
$73.6K - $82.6K
|
18.8K
$584K
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.77K+ 9.76% |
$115K - $129K
|
42.4K
$1.32M
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
30.6KNew |
$934K - $1.05M
|
30.6K
$950K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.07K- 22.06% |
$215K - $242K
|
25K
$774K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.02K+ 4.76% |
$184K - $206K
|
133K
$4.11M
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
24.5K+ 4.67% |
$748K - $839K
|
550K
$17.1M
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-69.1K- 5.53% |
$2.11M - $2.36M
|
1.18M
$36.6M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-79- 0.75% |
$2.41K - $2.7K
|
10.4K
$322K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
965+ 24.28% |
$29.4K - $33K
|
4.94K
$153K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
144+ 0.12% |
$4.39K - $4.92K
|
115K
$3.58M
|