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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2021
Q1 2021
|
Optas, LLC
|
BUY
|
- |
55K+ 1088.63% |
$2.18M - $2.48M
|
60K
$1.85M
|
|
|
Apr 26, 2021
Q1 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
54.9K+ 34.08% |
$2.17M - $2.47M
|
216K
$6.64M
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.8K+ 188.8% |
$2.01M - $2.29M
|
77.7K
$2.39M
|
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
50.3K+ 216.03% |
$1.99M - $2.26M
|
73.5K
$2.26M
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
48.6K+ 169.87% |
$1.92M - $2.19M
|
77.2K
$2.37M
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.1KNew |
$1.87M - $2.12M
|
47.1K
$1.45M
|
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45.4K+ 95.89% |
$1.8M - $2.04M
|
92.6K
$2.85M
|
|
|
May 14, 2021
Q1 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
43.8K+ 20.23% |
$1.74M - $1.97M
|
260K
$8.01M
|
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
43.7K+ 23.77% |
$1.73M - $1.97M
|
227K
$7M
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
43.6K+ 214.05% |
$1.73M - $1.96M
|
64K
$1.97M
|
|
|
May 12, 2021
Q1 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
41.4K+ 61.7% |
$1.64M - $1.87M
|
109K
$3.34M
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
40.2K+ 3131.31% |
$1.59M - $1.81M
|
41.5K
$1.28M
|
|
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
40.1K+ 294.83% |
$1.59M - $1.81M
|
53.7K
$1.65M
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.7K+ 46.24% |
$1.5M - $1.7M
|
119K
$3.67M
|
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
BUY
|
- |
34.4KNew |
$1.36M - $1.55M
|
34.4K
$1.06M
|
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
34.2K+ 4.41% |
$1.36M - $1.54M
|
810K
$24.9M
|
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.5K+ 160.39% |
$1.21M - $1.37M
|
49.5K
$1.52M
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.1K+ 33.26% |
$1.19M - $1.35M
|
120K
$3.71M
|
|
|
May 11, 2021
Q1 2021
|
Psi Advisors, LLC
|
BUY
|
- |
28.1KNew |
$1.11M - $1.27M
|
28.1K
$865K
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.2K+ 32.95% |
$1.04M - $1.18M
|
106K
$3.25M
|
|
|
Apr 30, 2021
Q1 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
24.9KNew |
$985K - $1.12M
|
24.9K
$765K
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24.7KNew |
$980K - $1.11M
|
24.7K
$761K
|
|
|
Apr 21, 2021
Q1 2021
|
Old National Bancorp
|
BUY
|
- |
24.2K+ 24.05% |
$959K - $1.09M
|
125K
$3.84M
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.5K+ 128.14% |
$930K - $1.06M
|
41.8K
$1.29M
|
|
|
May 14, 2021
Q1 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
23.4KNew |
$927K - $1.05M
|
23.4K
$720K
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.6K+ 5.41% |
$857K - $975K
|
422K
$13M
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
21.6K+ 18.35% |
$856K - $973K
|
139K
$4.29M
|
|
|
Apr 27, 2021
Q1 2021
|
Wealthpoint, LLC
|
BUY
|
- |
21KNew |
$833K - $947K
|
21K
$647K
|
|
|
May 10, 2021
Q1 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
20K+ 11.02% |
$794K - $903K
|
202K
$6.21M
|
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
19.5KNew |
$773K - $879K
|
19.5K
$600K
|
|
|
May 14, 2021
Q1 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
17.9K+ 2.63% |
$711K - $808K
|
700K
$21.5M
|
|
|
Apr 15, 2021
Q1 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
17.5K+ 9.2% |
$695K - $790K
|
208K
$6.4M
|
|
|
May 10, 2021
Q1 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
17.2K+ 82.28% |
$683K - $777K
|
38.2K
$1.18M
|
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
17.1K+ 145.78% |
$678K - $771K
|
28.9K
$888K
|
|
|
May 17, 2021
Q1 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
17KNew |
$673K - $765K
|
17K
$523K
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
16.6K+ 121.32% |
$658K - $749K
|
30.3K
$933K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5KNew |
$655K - $745K
|
16.5K
$509K
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
16.1K+ 1043.0% |
$637K - $725K
|
17.6K
$542K
|
|
|
Apr 20, 2021
Q1 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
15.9K+ 13.23% |
$629K - $715K
|
136K
$4.18M
|
|
|
May 12, 2021
Q1 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
15.7K+ 158.94% |
$623K - $708K
|
25.6K
$788K
|
|
|
May 04, 2021
Q1 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
15.4K+ 2.3% |
$611K - $695K
|
687K
$21.1M
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
15.4K+ 899.59% |
$609K - $693K
|
17.1K
$526K
|
|
|
May 12, 2021
Q1 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.1KNew |
$597K - $678K
|
15.1K
$463K
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$583K - $663K
|
14.7K
$453K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.1KNew |
$517K - $588K
|
13.1K
$402K
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13KNew |
$514K - $585K
|
13K
$400K
|
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.6K+ 203.95% |
$501K - $569K
|
18.8K
$580K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.6K+ 26.58% |
$500K - $569K
|
60.1K
$1.85M
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.9KNew |
$471K - $536K
|
11.9K
$366K
|
|
|
May 03, 2021
Q1 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11.6K+ 6.28% |
$459K - $522K
|
196K
$6.03M
|