Purchases and Sales Made in Q4 2025 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q4 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EMERGING MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
54.8K+ 632.21% |
$2.03M - $2.19M
|
63.4K
$2.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
31.4K+ 6.18% |
$1.16M - $1.25M
|
539K
$20.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
14.8K+ 2.5% |
$548K - $592K
|
608K
$23.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.26K+ 4.06% |
$231K - $250K
|
161K
$6.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
6.11K+ 5.57% |
$226K - $244K
|
116K
$4.49M
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
6.03K+ 1.3% |
$223K - $241K
|
470K
$18.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.46KNew |
$202K - $218K
|
5.46K
$212K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.96K+ 1.65% |
$184K - $198K
|
307K
$11.9M
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
2.3K+ 8.96% |
$85.1K - $91.8K
|
28K
$1.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 59.11% |
$65.4K - $70.6K
|
4.76K
$185K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.51K+ 11.07% |
$55.8K - $60.3K
|
15.1K
$588K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
900New |
$33.3K - $35.9K
|
900
$34.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
895+ 6.24% |
$33.1K - $35.7K
|
15.2K
$591K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
401+ 0.95% |
$14.8K - $16K
|
42.7K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
388+ 3.41% |
$14.4K - $15.5K
|
11.8K
$456K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
246New |
$9.1K - $9.82K
|
246
$9.55K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
223+ 1.44% |
$8.25K - $8.9K
|
15.7K
$609K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
165+ 0.51% |
$6.11K - $6.59K
|
32.7K
$1.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
116New |
$4.29K - $4.63K
|
116
$4.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
107+ 3.48% |
$3.96K - $4.27K
|
3.19K
$124K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
39New |
$1.44K - $1.56K
|
39
$1.51K
|
|
|
Jan 15, 2026
Q4 2025
|
Refined Wealth Management
|
BUY
|
- |
9+ 0.15% |
$333 - $359
|
6.05K
$235K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.11% |
$222 - $240
|
5.7K
$221K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.41% |
$74 - $79.9
|
492
$19.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$37 - $39.9
|
127
$4.93K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 0.1% |
$407 - $439
|
10.9K
$423K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-38- 0.28% |
$1.41K - $1.52K
|
13.6K
$527K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-207- 4.39% |
$7.66K - $8.27K
|
4.51K
$175K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-556- 1.5% |
$20.6K - $22.2K
|
36.5K
$1.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-596- 8.84% |
$22.1K - $23.8K
|
6.14K
$238K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-598- 3.85% |
$22.1K - $23.9K
|
14.9K
$579K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-820- 2.28% |
$30.3K - $32.7K
|
35.2K
$1.36M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 4.1% |
$38.6K - $41.7K
|
24.4K
$949K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.07K- 21.93% |
$76.7K - $82.7K
|
7.38K
$286K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-5.43K- 39.48% |
$201K - $217K
|
8.33K
$323K
|
|