Purchases and Sales Made in Q1 2021 in Wisdomtree Tr Emerging Mkts Ex (XSOE)

XSOE Quotes by TradingView

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 10, 2021 Q1 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
11.5K
+ 15.5%
$457K - $520K
86K $2.72M
May 07, 2021 Q1 2021
Boston Financial Mangement LLC

Boston, MA
BUY
 -
11.5K
+ 2.41%
$456K - $518K
489K $15.5M
Apr 06, 2021 Q1 2021
Uma Financial Services, Inc.

BUY
 -
11.4K
+ 9.21%
$450K - $511K
135K $4.25M
Jun 09, 2021 Q1 2021
Tompkins Financial Corp

BUY
 -
11K
+ 1.57%
$438K - $498K
715K $22.6M
May 17, 2021 Q1 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
10.1K
New
$400K - $455K
10.1K $319K
May 10, 2021 Q1 2021
Segment Wealth Management, LLC

BUY
 -
9.64K
+ 4.46%
$382K - $434K
226K $7.13M
May 12, 2021 Q1 2021
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
9.61K
+ 4.32%
$381K - $433K
232K $7.33M
Apr 19, 2021 Q1 2021
Compass Ion Advisors, LLC

BUY
 -
9.31K
+ 4.85%
$369K - $420K
201K $6.35M
May 12, 2021 Q1 2021
Van Hulzen Asset Management, LLC

BUY
 -
9.05K
New
$358K - $408K
9.05K $286K
May 17, 2021 Q1 2021
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
8.67K
New
$344K - $391K
8.67K $274K
May 05, 2021 Q1 2021
Avidian Wealth Solutions, LLC

BUY
 -
8.14K
+ 3.84%
$322K - $367K
220K $6.95M
May 07, 2021 Q1 2021
D.A. Davidson & Co.

BUY
 -
7.9K
+ 9.91%
$313K - $356K
87.7K $2.77M
Apr 28, 2021 Q1 2021
Ayalon Insurance Comp Ltd.

BUY
 -
7.86K
+ 84.28%
$311K - $354K
17.2K $543K
May 03, 2021 Q1 2021
Avestar Capital, LLC

BUY
 -
7.8K
+ 65.8%
$309K - $351K
19.6K $620K
Apr 22, 2021 Q1 2021
Yhb Investment Advisors, Inc.

BUY
 -
7.12K
New
$282K - $321K
7.12K $225K
Apr 30, 2021 Q1 2021
Ifp Advisors, Inc

BUY
 -
6.37K
+ 90.49%
$252K - $287K
13.4K $423K
May 17, 2021 Q1 2021
Mendel Money Management

Northbrook, IL
BUY
 -
6.05K
+ 41.82%
$240K - $273K
20.5K $648K
May 05, 2021 Q1 2021
Total Clarity Wealth Management, Inc.

BUY
 -
6.05K
+ 111.42%
$240K - $273K
11.5K $363K
Apr 29, 2021 Q1 2021
Procyon Advisors, LLC

BUY
 -
5.91K
+ 16.55%
$234K - $266K
41.6K $1.31M
May 06, 2021 Q1 2021
Meitav Dash Investments LTD

BUY
 -
5.9K
New
$234K - $266K
5.9K $186K
Apr 28, 2021 Q1 2021
Moloney Securities Asset Management, LLC

BUY
 -
5.87K
New
$233K - $264K
5.87K $185K
May 17, 2021 Q1 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.66K
+ 21.5%
$224K - $255K
32K $1.01M
May 17, 2021 Q1 2021
Insight Advisors, LLC

Newtown, PA
BUY
 -
5.56K
+ 10.64%
$220K - $251K
57.8K $1.83M
Apr 13, 2021 Q1 2021
Walkner Condon Financial Advisors LLC

BUY
 -
5.53K
New
$219K - $249K
5.53K $175K
May 14, 2021 Q1 2021
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
5.24K
New
$208K - $236K
5.24K $165K
Apr 28, 2021 Q1 2021
Cooper/Haims Advisors, LLC

BUY
 -
5.18K
New
$205K - $233K
5.18K $164K
May 28, 2021 Q1 2021
Kaizen Financial Strategies

BUY
 -
5.1K
New
$202K - $230K
5.1K $161K
May 07, 2021 Q1 2021
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
4.64K
+ 1.28%
$184K - $209K
367K $11.6M
May 13, 2021 Q1 2021
Shore Haven Wealth Partners, LLC

BUY
 -
4.63K
+ 2.86%
$183K - $208K
166K $5.25M
May 18, 2021 Q1 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
4.61K
+ 23.4%
$183K - $208K
24.3K $768K
May 10, 2021 Q1 2021
Condor Capital Management

Martinsville, NJ
BUY
 -
4.3K
+ 19.39%
$170K - $194K
26.5K $836K
Apr 23, 2021 Q1 2021
Tfg Advisers LLC

BUY
 -
4.24K
+ 75.11%
$168K - $191K
9.88K $312K
Apr 27, 2021 Q1 2021
Stratos Wealth Advisors, LLC

BUY
 -
4.04K
+ 8.49%
$160K - $182K
51.7K $1.63M
May 17, 2021 Q1 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
3.81K
+ 25.87%
$151K - $172K
18.5K $586K
Apr 27, 2021 Q1 2021
Dynamic Advisor Solutions LLC

BUY
 -
3.78K
+ 24.74%
$150K - $170K
19.1K $602K
Apr 14, 2021 Q1 2021
Centennial Wealth Advisory LLC

BUY
 -
3.76K
+ 5.28%
$149K - $170K
75.1K $2.37M
May 10, 2021 Q1 2021
Exchange Capital Management, Inc.

BUY
 -
3.73K
+ 13.23%
$148K - $168K
31.9K $1.01M
Apr 28, 2021 Q1 2021
Esl Trust Services, LLC

BUY
 -
3.68K
+ 0.55%
$146K - $166K
674K $21.3M
Apr 23, 2021 Q1 2021
Flc Capital Advisors

BUY
 -
3.47K
+ 8.39%
$138K - $156K
44.9K $1.42M
May 14, 2021 Q1 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.42K
+ 19.84%
$136K - $154K
20.7K $652K
May 12, 2021 Q1 2021
Jt Stratford LLC

Gainesville, GA
BUY
 -
3.19K
+ 51.19%
$126K - $144K
9.43K $298K
May 11, 2021 Q1 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.11K
+ 18300.0%
$123K - $140K
3.13K $98.8K
May 11, 2021 Q1 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
3.08K
+ 8.29%
$122K - $139K
40.3K $1.27M
Apr 26, 2021 Q1 2021
Montecito Bank & Trust

BUY
 -
2.48K
+ 15.72%
$98.3K - $112K
18.3K $577K
Aug 10, 2023 Q1 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
2.41K
+ 361.71%
$95.4K - $109K
3.08K $97.1K
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.35K
+ 80.2%
$92.9K - $106K
5.27K $166K
Apr 26, 2021 Q1 2021
Mbe Wealth Management, LLC

BUY
 -
2.14K
+ 1.35%
$84.9K - $96.6K
161K $5.09M
May 06, 2021 Q1 2021
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
2.13K
+ 18.52%
$84.3K - $95.9K
13.6K $430K
Apr 20, 2021 Q1 2021
Horst & Graben Wealth Management LLC

BUY
 -
2.12K
+ 1.07%
$84K - $95.5K
200K $6.3M

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