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 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-379- 2.82% |
$10.1K - $11.3K
|
13.1K
$404K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-67- 45.58% |
$1.78K - $2K
|
80
$2.48K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-38.1K- 19.05% |
$1.02M - $1.11M
|
162K
$5.02M
|
|
Aug 07, 2023
Q2 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-23.5K- 1.28% |
$626K - $684K
|
1.81M
$56M
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-15K- 58.28% |
$400K - $438K
|
10.7K
$333K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.33K- 27.34% |
$222K - $243K
|
22.1K
$686K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.51K- 9.3% |
$147K - $161K
|
53.7K
$1.66M
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-463- 17.62% |
$12.3K - $13.5K
|
2.17K
$67K
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-230- 8.91% |
$6.13K - $6.71K
|
2.35K
$72.8K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1- 0.31% |
$26.7 - $29.2
|
326
$10.1K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.6K- 74.12% |
$829K - $951K
|
11K
$342K
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-14K- 22.86% |
$367K - $421K
|
47.2K
$1.46M
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.2K- 39.29% |
$136K - $156K
|
8.04K
$249K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-3.18K- 14.66% |
$83.2K - $95.5K
|
18.5K
$573K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.14K- 23.89% |
$29.8K - $34.1K
|
3.62K
$112K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-790- 13.69% |
$20.7K - $23.7K
|
4.98K
$154K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-253- 34.28% |
$6.63K - $7.61K
|
485
$15K
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7- 0.09% |
$183 - $210
|
7.62K
$236K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.57M- 96.25% |
$37.4M - $43.7M
|
61.2K
$1.9M
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-24.7K- 42.32% |
$588K - $686K
|
33.7K
$1.04M
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.85K- 1.85% |
$67.8K - $79.1K
|
151K
$4.68M
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-271- 7.48% |
$6.44K - $7.53K
|
3.35K
$104K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-276K- 95.99% |
$6.8M - $8.12M
|
11.5K
$357K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-131K- 99.99% |
$3.22M - $3.84M
|
8
$248
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-92.6K- 61.11% |
$2.28M - $2.72M
|
58.9K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-60.7K- 84.55% |
$1.49M - $1.78M
|
11.1K
$343K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-14.7K- 14.93% |
$363K - $433K
|
84K
$2.6M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-14.1K- 72.42% |
$347K - $414K
|
5.37K
$166K
|
|
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
$342K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-9.41K- 31.35% |
$232K - $276K
|
20.6K
$638K
|
|
Nov 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-8.61K- 10.23% |
$212K - $253K
|
75.6K
$2.34M
|
|
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
$8.24K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 95.24% |
$2.46K - $2.94K
|
5
$155
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30- 78.95% |
$739 - $882
|
8
$248
|
|
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
$22.1M
|
|
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
$209K
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-162K- 94.11% |
$4.58M - $5.48M
|
10.2K
$315K
|
|
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
$304K
|
|
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
|