Latest Institutional Purchases of Wisdomtree Tr Emerging Mkts Ex (XSOE)

XSOE Quotes by TradingView

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
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
1.96K
New
$51.4K - $58.9K
1.96K $76.1K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1K
New
$26.2K - $30.1K
1K $38.8K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
271
New
$7.1K - $8.15K
271 $10.5K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
114
New
$2.99K - $3.43K
114 $4.42K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
55
New
$1.44K - $1.65K
55 $2.13K
Apr 14, 2023 Q1 2023
First Command Advisory Services, Inc.

BUY
 -
25
New
$655 - $752
25 $970
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
1
New
$26.2 - $30.1
1 $38.8
Q4 2022
Feb 13, 2023 Q4 2022
Viawealth, LLC

Overland Park, KS
BUY
 -
17.7K
New
$420K - $491K
17.7K $686K
Feb 16, 2023 Q4 2022
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
10K
New
$238K - $278K
10K $388K
Feb 06, 2023 Q4 2022
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
9.41K
New
$224K - $261K
9.41K $365K
Feb 10, 2023 Q4 2022
Ipsen Advisor Group LLC

Little Rock, AR
BUY
 -
9.01K
New
$214K - $250K
9.01K $350K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
8.87K
+ 94.4%
$211K - $246K
18.3K $709K
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

BUY
 -
8.6K
New
$205K - $239K
8.6K $334K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
640
New
$15.2K - $17.8K
640 $24.8K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
123
New
$2.92K - $3.42K
123 $4.77K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
86
New
$2.05K - $2.39K
86 $3.34K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
20
New
$476 - $555
20 $776
Q3 2022
May 20, 2025 Q3 2022
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
95K
+ 51615.22%
$2.34M - $2.79M
95.2K $3.69M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
50.8K
New
$1.25M - $1.49M
50.8K $1.97M
Oct 19, 2022 Q3 2022
Roosevelt Investment Group LLC

BUY
 -
16.9K
+ 2.51%
$415K - $495K
688K $26.7M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
8.48K
+ 19.33%
$209K - $249K
52.4K $2.03M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
5.29K
+ 7.46%
$130K - $155K
76.2K $2.96M
Oct 28, 2022 Q3 2022
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
780
+ 6.09%
$19.2K - $22.9K
13.6K $527K
Oct 13, 2022 Q3 2022
Johnson Midwest Financial, LLC

BUY
 -
736
New
$18.1K - $21.6K
736 $28.6K
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
499
New
$12.3K - $14.7K
499 $19.4K
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
390
New
$9.6K - $11.5K
390 $15.1K
Nov 10, 2022 Q3 2022
Investors Research Corp

BUY
 -
260
New
$6.4K - $7.64K
260 $10.1K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
95
New
$2.34K - $2.79K
95 $3.69K
Nov 08, 2022 Q3 2022
Element Wealth, LLC

BUY
 -
46
+ 0.6%
$1.13K - $1.35K
7.67K $298K
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
23
+ 10.27%
$566 - $676
247 $9.59K
Oct 25, 2022 Q3 2022
Financial Advantage, Inc.

BUY
 -
14
+ 6.03%
$345 - $411
246 $9.55K
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
4
+ 0.05%
$98.5 - $118
8.55K $332K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
4
New
$98.5 - $118
4 $155
Nov 10, 2022 Q3 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
1
+ 0.57%
$24.6 - $29.4
175 $6.79K
Nov 02, 2022 Q3 2022
Waddell & Associates, LLC

BUY
 -
1
+ 0.01%
$24.6 - $29.4
8.18K $318K
Q2 2022
Aug 15, 2022 Q2 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
436K
New
$12.3M - $14.7M
436K $16.9M
Jul 20, 2022 Q2 2022
Monument Capital Management

BUY
 -
87.7K
New
$2.47M - $2.96M
87.7K $3.4M
Aug 15, 2022 Q2 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
13.1K
New
$368K - $442K
13.1K $507K
Aug 04, 2022 Q2 2022
Van Hulzen Asset Management, LLC

BUY
 -
12.3K
+ 80.52%
$346K - $415K
27.5K $1.07M
Aug 15, 2022 Q2 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
4.54K
+ 29.36%
$128K - $153K
20K $775K
Jul 28, 2022 Q2 2022
Sageworth Trust CO

BUY
 -
3.81K
New
$107K - $129K
3.81K $148K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.09K
New
$58.8K - $70.5K
2.09K $81K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
480
New
$13.5K - $16.2K
480 $18.6K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
137
New
$3.86K - $4.63K
137 $5.32K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
102
New
$2.88K - $3.45K
102 $3.96K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
32
New
$902 - $1.08K
32 $1.24K
Q1 2022
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
67.8K
New
$2.04M - $2.58M
67.8K $2.63M
May 09, 2022 Q1 2022
Bank Of Nova Scotia

BUY
 PUT
50.2K
New
$1.51M - $1.91M
50.2K $1.95M
May 06, 2022 Q1 2022
Camden Capital, LLC

BUY
 PUT
1K
New
$30.1K - $38.1K
1K $38.8K

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