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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-601- 1.6% |
$16.4K - $20.7K
|
37.1K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-157- 0.6% |
$4.28K - $5.41K
|
26.1K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-23- 0.23% |
$627 - $793
|
9.77K
$379K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-449K- 24.84% |
$13.4M - $14.4M
|
1.36M
$52.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.53K- 97.95% |
$105K - $113K
|
74
$2.87K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.03K- 16.17% |
$60.4K - $64.9K
|
10.5K
$409K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2K- 74.07% |
$59.4K - $63.9K
|
700
$27.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1K- 99.6% |
$29.7K - $31.9K
|
4
$155
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-112- 90.32% |
$3.33K - $3.58K
|
12
$466
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-85- 10.63% |
$2.53K - $2.71K
|
715
$27.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-64- 27.47% |
$1.9K - $2.04K
|
169
$6.56K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-43- 26.06% |
$1.28K - $1.37K
|
122
$4.73K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-25- 0.31% |
$743 - $799
|
7.94K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.39% |
$29.7 - $31.9
|
253
$9.82K
|
|
| Q4 2024 | |||||||
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-134K- 80.48% |
$4.09M - $4.59M
|
32.5K
$1.26M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8.7K- 6.62% |
$265K - $298K
|
123K
$4.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.07K- 22.06% |
$215K - $242K
|
25K
$969K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.31K- 6.1% |
$101K - $113K
|
51K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 32.3% |
$99.9K - $112K
|
6.87K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.17K- 11.9% |
$35.7K - $40K
|
8.67K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-645- 6.33% |
$19.7K - $22.1K
|
9.54K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-534- 52.98% |
$16.3K - $18.3K
|
474
$18.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-241- 50.1% |
$7.35K - $8.24K
|
240
$9.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-105- 0.5% |
$3.2K - $3.59K
|
20.7K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42- 8.28% |
$1.28K - $1.44K
|
465
$18K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.9K- 17.34% |
$347K - $398K
|
56.6K
$2.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.48K- 15.37% |
$102K - $117K
|
19.2K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-943- 12.84% |
$27.6K - $31.6K
|
6.4K
$248K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-888- 8.65% |
$26K - $29.8K
|
9.38K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 5.31% |
$23.4K - $26.8K
|
14.3K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-456- 4.91% |
$13.3K - $15.3K
|
8.83K
$343K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-449- 0.56% |
$13.1K - $15K
|
79.5K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-79- 1.81% |
$2.31K - $2.65K
|
4.29K
$166K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-59- 0.43% |
$1.72K - $1.98K
|
13.6K
$529K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15- 3.3% |
$438 - $503
|
440
$17.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4- 2.42% |
$117 - $134
|
161
$6.25K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.02M- 21.16% |
$28.8M - $31.8M
|
3.8M
$148M
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-6.62K- 24.85% |
$187K - $206K
|
20K
$777K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-6.25K- 39.38% |
$177K - $195K
|
9.62K
$373K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 37.63% |
$123K - $136K
|
7.23K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.04K- 1.82% |
$114K - $126K
|
218K
$8.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.72K- 28.74% |
$105K - $116K
|
9.22K
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.32K- 17.08% |
$94K - $103K
|
16.1K
$626K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-575- 5.77% |
$16.3K - $17.9K
|
9.39K
$364K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-435- 74.36% |
$12.3K - $13.5K
|
150
$5.82K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 65.97% |
$3.56K - $3.92K
|
65
$2.52K
|
|
|
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
$2.91M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-38.9K- 55.92% |
$1.05M - $1.16M
|
30.6K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-16.3K- 29.56% |
$441K - $486K
|
38.9K
$1.51M
|
|