Purchases and Sales Made in Q1 2022 in Wisdomtree Tr China Ex State O (CXSE)
This table provides information about the institutional ownership of Wisdomtree Tr China Ex State O (CXSE) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CHINA EX-STATE-O.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
220K+ 273.56% |
N/A
|
301K
$7.98M
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
186KNew |
N/A
|
186K
$4.94M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
154K+ 139770.0% |
N/A
|
154K
$4.08M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20K+ 15.22% |
N/A
|
152K
$4.03M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$389K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1K+ 59.35% |
N/A
|
32.6K
$865K
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$300K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 29.45% |
N/A
|
47.1K
$1.25M
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.72KNew |
N/A
|
9.72K
$258K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.91K+ 1.11% |
N/A
|
631K
$16.7M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.47KNew |
N/A
|
6.47K
$172K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.01K+ 101.28% |
N/A
|
11.9K
$317K
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6KNew |
N/A
|
6K
$159K
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
5.72K+ 12.92% |
N/A
|
50K
$1.33M
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.13K+ 62.74% |
N/A
|
10.7K
$284K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
3.17KNew |
N/A
|
3.17K
$84K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.72K+ 4.9% |
N/A
|
36.9K
$978K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.45K+ 201.25% |
N/A
|
2.16K
$57.4K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
950+ 8.84% |
N/A
|
11.7K
$310K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
498New |
N/A
|
498
$13.2K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
403+ 6.43% |
N/A
|
6.67K
$177K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
318New |
N/A
|
318
$8.44K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
36New |
N/A
|
36
$955
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
20New |
N/A
|
20
$531
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.24% |
N/A
|
3.41K
$90.4K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75- 13.64% |
N/A
|
475
$12.6K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-97Closed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-119Closed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-300- 13.74% |
N/A
|
1.88K
$50K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-305Closed |
N/A
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-382Closed |
N/A
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-440- 0.38% |
N/A
|
115K
$3.04M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-475- 1.57% |
N/A
|
29.7K
$789K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 12.36% |
N/A
|
9.4K
$249K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.11K- 88.22% |
N/A
|
282
$7.48K
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.4K- 19.08% |
N/A
|
10.2K
$269K
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.86KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.02K- 28.41% |
N/A
|
10.1K
$268K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.21KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.36KClosed |
N/A
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4.69K- 19.23% |
N/A
|
19.7K
$523K
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.77KClosed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.35K- 21.4% |
N/A
|
19.6K
$521K
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.51KClosed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.94K- 51.58% |
N/A
|
5.58K
$148K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.46KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.89K- 17.53% |
N/A
|
32.4K
$860K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.99KClosed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.89K- 31.24% |
N/A
|
19.6K
$519K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.48KClosed |
N/A
|
0
$0
|