Purchases and Sales Made in Q1 2021 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
3.54M+ 15764.72% |
$140M - $159M
|
3.56M
$110M
|
|
|
May 12, 2021
Q1 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.93M+ 87.91% |
$76.4M - $86.8M
|
4.12M
$128M
|
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.86M+ 1579.68% |
$73.8M - $84M
|
1.98M
$61.5M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13M+ 31.93% |
$44.8M - $50.9M
|
4.67M
$145M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
883K+ 3113.14% |
$35M - $39.8M
|
911K
$28.2M
|
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
628KNew |
$24.9M - $28.3M
|
628K
$19.5M
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
486KNew |
$19.2M - $21.9M
|
486K
$15.1M
|
|
|
May 17, 2021
Q1 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
477KNew |
$18.9M - $21.5M
|
477K
$14.8M
|
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
BUY
|
- |
475KNew |
$18.8M - $21.4M
|
475K
$14.7M
|
|
|
May 10, 2021
Q1 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
458K+ 175.81% |
$18.2M - $20.7M
|
719K
$22.3M
|
|
|
Jun 17, 2024
Q1 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
410KNew |
$16.2M - $18.5M
|
410K
$12.7M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
364K+ 113.3% |
$14.4M - $16.4M
|
685K
$21.2M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
324K+ 2482.9% |
$12.8M - $14.6M
|
337K
$10.5M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
299K+ 120.89% |
$11.8M - $13.5M
|
546K
$16.9M
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
294K+ 96.71% |
$11.6M - $13.2M
|
598K
$18.5M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
258K+ 2524.25% |
$10.2M - $11.6M
|
269K
$8.33M
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
246K+ 29.95% |
$9.73M - $11.1M
|
1.07M
$33M
|
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
231KNew |
$9.14M - $10.4M
|
231K
$7.15M
|
|
|
May 18, 2021
Q1 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
229KNew |
$9.06M - $10.3M
|
229K
$7.09M
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
223KNew |
$8.83M - $10M
|
223K
$6.91M
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
223KNew |
$8.82M - $10M
|
223K
$6.9M
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
220K+ 24.78% |
$8.73M - $9.92M
|
1.11M
$34.4M
|
|
|
Apr 16, 2021
Q1 2021
|
Raub Brock Capital Management LP
|
BUY
|
- |
218KNew |
$8.65M - $9.83M
|
218K
$6.77M
|
|
|
May 14, 2021
Q1 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
204K+ 12.9% |
$8.08M - $9.19M
|
1.79M
$55.4M
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
199K+ 560.77% |
$7.9M - $8.98M
|
235K
$7.28M
|
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
199KNew |
$7.87M - $8.95M
|
199K
$6.16M
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
189KNew |
$7.47M - $8.5M
|
189K
$5.85M
|
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
BUY
|
- |
184K+ 9033.61% |
$7.27M - $8.27M
|
186K
$5.76M
|
|
|
May 03, 2021
Q1 2021
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
177K+ 19.97% |
$7.02M - $7.99M
|
1.06M
$33M
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
BUY
|
- |
172K+ 23.16% |
$6.81M - $7.75M
|
915K
$28.4M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150K+ 9.96% |
$5.96M - $6.78M
|
1.66M
$51.5M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
140K+ 50.03% |
$5.54M - $6.3M
|
419K
$13M
|
|
|
Apr 19, 2021
Q1 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
129K+ 111.73% |
$5.09M - $5.79M
|
244K
$7.55M
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 48.85% |
$5.05M - $5.74M
|
388K
$12M
|
|
|
Apr 29, 2021
Q1 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
119KNew |
$4.72M - $5.37M
|
119K
$3.7M
|
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
101KNew |
$3.99M - $4.54M
|
101K
$3.12M
|
|
|
May 11, 2021
Q1 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
98.4KNew |
$3.9M - $4.43M
|
98.4K
$3.05M
|
|
|
Apr 23, 2021
Q1 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
94.1KNew |
$3.73M - $4.24M
|
94.1K
$2.92M
|
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
94KNew |
$3.72M - $4.23M
|
94K
$2.91M
|
|
|
Apr 29, 2021
Q1 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
89K+ 50.7% |
$3.53M - $4.01M
|
265K
$8.21M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
85.7K+ 11.77% |
$3.4M - $3.86M
|
814K
$25.2M
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
75.3K+ 508.09% |
$2.98M - $3.39M
|
90.1K
$2.79M
|
|
|
May 10, 2021
Q1 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
74.7K+ 30.26% |
$2.96M - $3.37M
|
322K
$9.98M
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
74.2K+ 20.73% |
$2.94M - $3.34M
|
432K
$13.4M
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
71.5K+ 10.07% |
$2.83M - $3.22M
|
781K
$24.2M
|
|
|
May 12, 2021
Q1 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
63K+ 20.54% |
$2.5M - $2.84M
|
370K
$11.5M
|
|
|
Sep 15, 2021
Q1 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
62.1KNew |
$2.46M - $2.8M
|
62.1K
$1.93M
|
|
|
Apr 22, 2021
Q1 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
61.7K+ 67.45% |
$2.44M - $2.78M
|
153K
$4.75M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59.5K+ 14.03% |
$2.36M - $2.68M
|
484K
$15M
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58.9KNew |
$2.33M - $2.65M
|
58.9K
$1.83M
|