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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
17.8K+ 52.66% |
$467K - $536K
|
51.7K
$1.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
645+ 7.82% |
$16.9K - $19.4K
|
8.9K
$275K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
652New |
$17.1K - $19.6K
|
652
$20.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38.1K+ 155.9% |
$998K - $1.15M
|
62.5K
$1.94M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-3.18K- 14.66% |
$83.2K - $95.5K
|
18.5K
$573K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
218KNew |
$5.72M - $6.56M
|
218K
$6.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.2K- 39.29% |
$136K - $156K
|
8.04K
$249K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$655 - $752
|
25
$774
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.96KNew |
$51.4K - $58.9K
|
1.96K
$60.7K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.29KNew |
$221K - $258K
|
9.29K
$288K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$238K - $278K
|
10K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
640New |
$15.2K - $17.8K
|
640
$19.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.57M- 96.25% |
$37.4M - $43.7M
|
61.2K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20New |
$476 - $555
|
20
$619
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
49.3K+ 275.3% |
$1.17M - $1.37M
|
67.2K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
123New |
$2.92K - $3.42K
|
123
$3.81K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
17.7KNew |
$420K - $491K
|
17.7K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8.87K+ 94.4% |
$211K - $246K
|
18.3K
$566K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
9.01KNew |
$214K - $250K
|
9.01K
$279K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.85K- 1.85% |
$67.8K - $79.1K
|
151K
$4.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
9.41KNew |
$224K - $261K
|
9.41K
$291K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-271- 7.48% |
$6.44K - $7.53K
|
3.35K
$104K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-24.7K- 42.32% |
$588K - $686K
|
33.7K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
86New |
$2.05K - $2.39K
|
86
$2.66K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8.6KNew |
$205K - $239K
|
8.6K
$266K
|
|
| Q3 2022 | |||||||
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.26KClosed |
$179K - $213K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-13KClosed |
$319K - $381K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10.5K- 48.65% |
$257K - $307K
|
11K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-60.7K- 84.55% |
$1.49M - $1.78M
|
11.1K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.48K+ 19.33% |
$209K - $249K
|
52.4K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-9.41K- 31.35% |
$232K - $276K
|
20.6K
$638K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
95New |
$2.34K - $2.79K
|
95
$2.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-8.61K- 10.23% |
$212K - $253K
|
75.6K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
4+ 0.05% |
$98.5 - $118
|
8.55K
$265K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.57% |
$24.6 - $29.4
|
175
$5.42K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-131K- 99.99% |
$3.22M - $3.84M
|
8
$248
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
260New |
$6.4K - $7.64K
|
260
$8.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.29K+ 7.46% |
$130K - $155K
|
76.2K
$2.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$98.5 - $118
|
4
$124
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30- 78.95% |
$739 - $882
|
8
$248
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
390New |
$9.6K - $11.5K
|
390
$12.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 10.27% |
$566 - $676
|
247
$7.65K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-92.6K- 61.11% |
$2.28M - $2.72M
|
58.9K
$1.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-276K- 95.99% |
$6.8M - $8.12M
|
11.5K
$357K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
46+ 0.6% |
$1.13K - $1.35K
|
7.67K
$237K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 95.24% |
$2.46K - $2.94K
|
5
$155
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
499New |
$12.3K - $14.7K
|
499
$15.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$24.6 - $29.4
|
8.18K
$253K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-14.1K- 72.42% |
$347K - $414K
|
5.37K
$166K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
50.8KNew |
$1.25M - $1.49M
|
50.8K
$1.57M
|
|