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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.85K- 1.85% |
$67.8K - $79.1K
|
151K
$4.72M
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-271- 7.48% |
$6.44K - $7.53K
|
3.35K
$105K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-276K- 95.99% |
$6.8M - $8.12M
|
11.5K
$360K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-131K- 99.99% |
$3.22M - $3.84M
|
8
$250
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-92.6K- 61.11% |
$2.28M - $2.72M
|
58.9K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-60.7K- 84.55% |
$1.49M - $1.78M
|
11.1K
$346K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-14.7K- 14.93% |
$363K - $433K
|
84K
$2.62M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-14.1K- 72.42% |
$347K - $414K
|
5.37K
$168K
|
|
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
$344K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-9.41K- 31.35% |
$232K - $276K
|
20.6K
$642K
|
|
Nov 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-8.61K- 10.23% |
$212K - $253K
|
75.6K
$2.36M
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.26KClosed |
$179K - $213K
|
0
$0
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.42K- 84.26% |
$35.1K - $41.9K
|
266
$8.3K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-211Closed |
$5.19K - $6.2K
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 95.24% |
$2.46K - $2.94K
|
5
$156
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30- 78.95% |
$739 - $882
|
8
$250
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-421KClosed |
$11.9M - $14.2M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-418K- 36.93% |
$11.8M - $14.1M
|
713K
$22.3M
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-246KClosed |
$6.94M - $8.32M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-245KClosed |
$6.91M - $8.28M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-169K- 96.16% |
$4.77M - $5.72M
|
6.76K
$211K
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-162K- 94.11% |
$4.58M - $5.48M
|
10.2K
$317K
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
SELL
|
- |
-97.6KClosed |
$2.75M - $3.3M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-69.5KClosed |
$1.96M - $2.35M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-50.5K- 83.7% |
$1.42M - $1.7M
|
9.83K
$307K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-47.4KClosed |
$1.34M - $1.6M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-41.9KClosed |
$1.18M - $1.42M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-36.8KClosed |
$1.04M - $1.24M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34.9KClosed |
$985K - $1.18M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-33.9KClosed |
$955K - $1.14M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-30.6KClosed |
$863K - $1.03M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-23.8KClosed |
$670K - $803K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-21.5K- 40.48% |
$607K - $727K
|
31.6K
$987K
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-17.9KClosed |
$504K - $604K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-17.5KClosed |
$492K - $590K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.4K- 41.99% |
$490K - $588K
|
24K
$749K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-14.9KClosed |
$419K - $503K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-14.3K- 55.74% |
$402K - $482K
|
11.3K
$354K
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11.7K- 43.37% |
$329K - $395K
|
15.3K
$476K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-11.6KClosed |
$326K - $391K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-11.4KClosed |
$321K - $385K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-11KClosed |
$311K - $372K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$283K - $340K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.95KClosed |
$280K - $336K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9.23KClosed |
$260K - $312K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-8.5K- 54.8% |
$240K - $287K
|
7.01K
$219K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.36KClosed |
$236K - $282K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-8.26KClosed |
$233K - $279K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.97KClosed |
$225K - $269K
|
0
$0
|