Latest Institutional Purchases of Wisdomtree Tr Emerging Mkts Ex (XSOE)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Emerging Mkts Ex (XSOE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3K+ 6521.74% |
$81.8K - $103K
|
3.05K
$118K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.89K+ 4.3% |
$51.5K - $65.2K
|
45.9K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.08KNew |
$29.5K - $37.3K
|
1.08K
$42K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08KNew |
$29.3K - $37.1K
|
1.08K
$41.8K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
755+ 0.9% |
$20.6K - $26K
|
84.2K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
591New |
$16.1K - $20.4K
|
591
$22.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
428New |
$11.7K - $14.8K
|
428
$16.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
414+ 0.57% |
$11.3K - $14.3K
|
73.1K
$2.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
142New |
$3.87K - $4.9K
|
142
$5.51K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
64+ 0.5% |
$1.74K - $2.21K
|
12.8K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
24New |
$654 - $828
|
24
$931
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
11+ 0.43% |
$300 - $379
|
2.55K
$99K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.41MNew |
$41.9M - $45M
|
1.41M
$54.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.7K+ 5.57% |
$913K - $981K
|
582K
$22.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.64KNew |
$197K - $212K
|
6.64K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$39.9K - $42.8K
|
1.34K
$52K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
124+ 0.87% |
$3.69K - $3.96K
|
14.4K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88New |
$2.62K - $2.81K
|
88
$3.42K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
58New |
$1.72K - $1.85K
|
58
$2.25K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
56New |
$1.66K - $1.79K
|
56
$2.17K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
33+ 50.0% |
$981 - $1.05K
|
99
$3.84K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.6KNew |
$1.88M - $2.11M
|
61.6K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.1KNew |
$399K - $448K
|
13.1K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.07KNew |
$215K - $242K
|
7.07K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.7KNew |
$204K - $229K
|
6.7K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.8KNew |
$54.9K - $61.6K
|
1.8K
$69.9K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
348New |
$10.6K - $11.9K
|
348
$13.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
314New |
$9.57K - $10.7K
|
314
$12.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218New |
$6.64K - $7.46K
|
218
$8.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
3New |
$91.4 - $103
|
3
$116
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
33.9KNew |
$990K - $1.14M
|
33.9K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.1KNew |
$440K - $504K
|
15.1K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12KNew |
$352K - $404K
|
12K
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.2K+ 9.46% |
$269K - $308K
|
106K
$4.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.33KNew |
$185K - $212K
|
6.33K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.96K+ 2.0% |
$174K - $200K
|
304K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.66K+ 45.05% |
$136K - $156K
|
15K
$582K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$73.1K - $83.8K
|
2.5K
$97K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
236New |
$6.9K - $7.91K
|
236
$9.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
123New |
$3.6K - $4.12K
|
123
$4.77K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.49% |
$906 - $1.04K
|
6.42K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4New |
$117 - $134
|
4
$155
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.57% |
$87.7 - $101
|
531
$20.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.43% |
$29.2 - $33.5
|
234
$9.08K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
29.6KNew |
$838K - $923K
|
29.6K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.84K+ 4.23% |
$137K - $151K
|
119K
$4.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.5KNew |
$70.7K - $77.8K
|
2.5K
$97K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.28K+ 3.81% |
$36.3K - $39.9K
|
34.9K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
961New |
$27.2K - $29.9K
|
961
$37.3K
|
|