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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-949- 4.87% |
$28.9K - $32.5K
|
18.5K
$574K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.34K+ 34.08% |
$102K - $114K
|
13.1K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-747K- 96.72% |
$22.8M - $25.5M
|
25.3K
$785K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 36.59% |
$2.29K - $2.57K
|
130
$4.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55K+ 3.46% |
$1.68M - $1.88M
|
1.64M
$50.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.59K+ 21.53% |
$140K - $157K
|
25.9K
$802K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-166- 0.56% |
$5.06K - $5.68K
|
29.4K
$910K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-19.4KClosed |
$591K - $663K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.37K+ 0.85% |
$72.2K - $81K
|
282K
$8.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.8K+ 4.85% |
$207K - $232K
|
147K
$4.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-13.8K- 10.11% |
$422K - $473K
|
123K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.8K- 12.51% |
$54.8K - $61.5K
|
12.6K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.14K+ 1.98% |
$34.9K - $39.1K
|
58.8K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.71K+ 1.26% |
$113K - $127K
|
298K
$9.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.3K- 2.09% |
$39.5K - $44.4K
|
60.8K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.2K+ 40.65% |
$433K - $486K
|
49.2K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.08K+ 935.77% |
$277K - $310K
|
10K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-605- 0.3% |
$18.4K - $20.7K
|
202K
$6.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.25K+ 103.39% |
$38.1K - $42.8K
|
2.46K
$76.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.55K+ 21.64% |
$77.7K - $87.1K
|
14.3K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.53K+ 6.88% |
$46.5K - $52.2K
|
23.7K
$734K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
150New |
$4.57K - $5.13K
|
150
$4.64K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.04K+ 15.11% |
$92.7K - $104K
|
23.2K
$717K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.17K- 11.9% |
$35.7K - $40K
|
8.67K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-15- 5.58% |
$457 - $513
|
254
$7.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
26.7K+ 8.69% |
$814K - $913K
|
334K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-915- 0.55% |
$27.9K - $31.3K
|
166K
$5.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 4.73% |
$37.7K - $42.3K
|
24.9K
$770K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-70- 0.47% |
$2.13K - $2.39K
|
14.9K
$461K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 10.29% |
$64.6K - $72.5K
|
22.7K
$704K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-92- 0.56% |
$2.8K - $3.15K
|
16.2K
$502K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
207K+ 222.19% |
$6.3M - $7.07M
|
300K
$9.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-134K- 80.48% |
$4.09M - $4.59M
|
32.5K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.07KNew |
$215K - $242K
|
7.07K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.1K+ 2.23% |
$33.4K - $37.5K
|
50.3K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10K+ 5.18% |
$306K - $343K
|
203K
$6.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.67K- 5.32% |
$81.5K - $91.5K
|
47.6K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.35K- 8.49% |
$41.2K - $46.2K
|
14.6K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
287+ 0.35% |
$8.75K - $9.82K
|
82.1K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-105- 0.5% |
$3.2K - $3.59K
|
20.7K
$642K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
314New |
$9.57K - $10.7K
|
314
$9.72K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8.7K- 6.62% |
$265K - $298K
|
123K
$3.8M
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.22K+ 9.51% |
$35.5K - $40.7K
|
14K
$433K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.96K+ 5.14% |
$57.3K - $65.6K
|
40K
$1.24M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15- 3.3% |
$438 - $503
|
440
$13.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
484New |
$14.1K - $16.2K
|
484
$15K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4New |
$117 - $134
|
4
$124
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.66K+ 45.05% |
$136K - $156K
|
15K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12KNew |
$352K - $404K
|
12K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
123New |
$3.6K - $4.12K
|
123
$3.81K
|
|