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% |
$7.6M - $11.2M
|
301K
$8.4M
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
186KNew |
$6.43M - $9.44M
|
186K
$5.2M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
154K+ 139770.0% |
$5.31M - $7.79M
|
154K
$4.3M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20K+ 15.22% |
$692K - $1.02M
|
152K
$4.24M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.7KNew |
$506K - $743K
|
14.7K
$409K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1K+ 59.35% |
$419K - $616K
|
32.6K
$910K
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.3KNew |
$391K - $574K
|
11.3K
$316K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 29.45% |
$370K - $543K
|
47.1K
$1.31M
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.72KNew |
$336K - $493K
|
9.72K
$271K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.91K+ 1.11% |
$239K - $350K
|
631K
$17.6M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.47KNew |
$223K - $328K
|
6.47K
$181K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.01K+ 101.28% |
$208K - $305K
|
11.9K
$334K
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6KNew |
$207K - $304K
|
6K
$168K
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
5.72K+ 12.92% |
$198K - $290K
|
50K
$1.4M
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.13K+ 62.74% |
$142K - $209K
|
10.7K
$299K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
3.17KNew |
$109K - $161K
|
3.17K
$88.5K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.72K+ 4.9% |
$59.4K - $87.2K
|
36.9K
$1.03M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.45K+ 201.25% |
$49.9K - $73.3K
|
2.16K
$60.4K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
950+ 8.84% |
$32.8K - $48.2K
|
11.7K
$327K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
498New |
$17.2K - $25.2K
|
498
$13.9K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
403+ 6.43% |
$13.9K - $20.4K
|
6.67K
$186K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
318New |
$11K - $16.1K
|
318
$8.88K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
36New |
$1.24K - $1.83K
|
36
$1.01K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
20New |
$691 - $1.01K
|
20
$558
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.24% |
$276 - $406
|
3.41K
$95.1K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75- 13.64% |
$2.59K - $3.8K
|
475
$13.3K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-97Closed |
$3.35K - $4.92K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-119Closed |
$4.11K - $6.03K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-300- 13.74% |
$10.4K - $15.2K
|
1.88K
$52.6K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-305Closed |
$10.5K - $15.5K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-382Closed |
$13.2K - $19.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-440- 0.38% |
$15.2K - $22.3K
|
115K
$3.2M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-475- 1.57% |
$16.4K - $24.1K
|
29.7K
$830K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 12.36% |
$45.8K - $67.2K
|
9.4K
$262K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.11K- 88.22% |
$72.9K - $107K
|
282
$7.87K
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.4K- 19.08% |
$82.7K - $121K
|
10.2K
$284K
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.86KClosed |
$133K - $196K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.02K- 28.41% |
$139K - $204K
|
10.1K
$282K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.21KClosed |
$145K - $214K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.36KClosed |
$150K - $221K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4.69K- 19.23% |
$162K - $238K
|
19.7K
$550K
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.77KClosed |
$165K - $242K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.35K- 21.4% |
$185K - $271K
|
19.6K
$548K
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.51KClosed |
$190K - $279K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.94K- 51.58% |
$205K - $301K
|
5.58K
$156K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.46KClosed |
$223K - $328K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.89K- 17.53% |
$238K - $349K
|
32.4K
$905K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.99KClosed |
$241K - $354K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.89K- 31.24% |
$307K - $451K
|
19.6K
$546K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.48KClosed |
$327K - $480K
|
0
$0
|