Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-708- 5.49% |
$20.7K - $23.7K
|
12.2K
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-476- 10.7% |
$13.9K - $16K
|
3.97K
$124K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-473- 2.18% |
$13.8K - $15.9K
|
21.3K
$663K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-456- 4.91% |
$13.3K - $15.3K
|
8.83K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-449- 0.56% |
$13.1K - $15K
|
79.5K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-439- 0.26% |
$12.8K - $14.7K
|
170K
$5.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-434- 0.93% |
$12.7K - $14.5K
|
46K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-396- 5.18% |
$11.6K - $13.3K
|
7.25K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-352- 2.11% |
$10.3K - $11.8K
|
16.3K
$509K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-349- 1.32% |
$10.2K - $11.7K
|
26.1K
$815K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-339- 2.8% |
$9.91K - $11.4K
|
11.8K
$367K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 75.0% |
$8.77K - $10.1K
|
100
$3.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-285- 1.1% |
$8.33K - $9.55K
|
25.6K
$800K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-257- 1.58% |
$7.51K - $8.61K
|
16K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-210- 1.62% |
$6.14K - $7.04K
|
12.8K
$399K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-209- 2.39% |
$6.11K - $7K
|
8.53K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-166- 0.4% |
$4.85K - $5.56K
|
41.6K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-131- 1.01% |
$3.83K - $4.39K
|
12.9K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-79- 1.81% |
$2.31K - $2.65K
|
4.29K
$134K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-70- 0.04% |
$2.05K - $2.35K
|
167K
$5.2M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-59- 0.43% |
$1.72K - $1.98K
|
13.6K
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-47- 0.52% |
$1.37K - $1.57K
|
8.98K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-36- 0.53% |
$1.05K - $1.21K
|
6.82K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-29- 13.88% |
$848 - $972
|
180
$5.62K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 8.89% |
$585 - $670
|
205
$6.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4- 2.42% |
$117 - $134
|
161
$5.02K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.02M- 21.16% |
$28.8M - $31.8M
|
3.8M
$119M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-114K- 8.33% |
$3.21M - $3.54M
|
1.25M
$39M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-21.3K- 79.62% |
$602K - $663K
|
5.45K
$170K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-6.62K- 24.85% |
$187K - $206K
|
20K
$625K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-6.25K- 39.38% |
$177K - $195K
|
9.62K
$300K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 37.63% |
$123K - $136K
|
7.23K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.04K- 1.82% |
$114K - $126K
|
218K
$6.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.72K- 28.74% |
$105K - $116K
|
9.22K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.32K- 17.08% |
$94K - $103K
|
16.1K
$503K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.73K- 3.64% |
$48.9K - $53.9K
|
45.8K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-818- 0.63% |
$23.1K - $25.5K
|
130K
$4.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-575- 5.77% |
$16.3K - $17.9K
|
9.39K
$293K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-435- 74.36% |
$12.3K - $13.5K
|
150
$4.68K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-435- 2.59% |
$12.3K - $13.5K
|
16.3K
$510K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-300- 3.63% |
$8.48K - $9.34K
|
7.97K
$249K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-158- 1.01% |
$4.47K - $4.92K
|
15.5K
$485K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 65.97% |
$3.56K - $3.92K
|
65
$2.03K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-77- 13.18% |
$2.18K - $2.4K
|
507
$15.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-50- 0.33% |
$1.41K - $1.56K
|
15K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10Closed |
$283 - $311
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-52.2K- 41.07% |
$1.41M - $1.55M
|
74.9K
$2.34M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-38.9K- 55.92% |
$1.05M - $1.16M
|
30.6K
$955K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-16.3K- 29.56% |
$441K - $486K
|
38.9K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.7K- 2.55% |
$208K - $229K
|
294K
$9.16M
|
|