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
Apr 23, 2021 Q1 2021	Sheets Smith Wealth Management	BUY	-	2.04K + 2.93%	$80.6K - $91.7K	71.4K $2.2M
Apr 26, 2021 Q1 2021	Caliber Wealth Management, LLC	BUY	-	1.98K + 13.75%	$78.3K - $89K	16.3K $503K
Apr 14, 2021 Q1 2021	Global Retirement Partners, LLC	BUY	-	1.94K + 15.46%	$76.7K - $87.2K	14.5K $445K
May 14, 2021 Q1 2021	Western Wealth Management, LLC	BUY	-	1.85K + 14.74%	$73.1K - $83.1K	14.4K $442K
May 21, 2021 Q1 2021	Spire Wealth Management	BUY	-	1.83K New	$72.5K - $82.4K	1.83K $56.3K
May 13, 2021 Q1 2021	Rmr Wealth Builders	BUY	-	1.76K New	$69.9K - $79.4K	1.76K $54.2K
May 17, 2021 Q1 2021	Truist Financial Corp	BUY	-	1.73K + 4.31%	$68.3K - $77.7K	41.7K $1.28M
May 13, 2021 Q1 2021	Sumitomo Mitsui Financial Group, Inc. Tokyo, M0	BUY	-	1.65K New	$65.5K - $74.5K	1.65K $50.9K
May 10, 2021 Q1 2021	Mai Capital Management	BUY	-	1.64K + 5.79%	$64.9K - $73.8K	29.9K $921K
Apr 19, 2021 Q1 2021	Rfg Advisory, LLC Birmingham, AL	BUY	-	1.63K + 3.57%	$64.7K - $73.6K	47.4K $1.46M
May 17, 2021 Q1 2021	Cetera Investment Advisers Schaumburg, IL	BUY	-	1.59K + 22.89%	$63.2K - $71.8K	8.56K $263K
May 11, 2021 Q1 2021	Us Advisors Wealth Management, LLC Eden Prairie, MN	BUY	-	1.45K + 19.25%	$57.4K - $65.3K	8.98K $276K
May 13, 2021 Q1 2021	Harbor Advisory Corp	BUY	-	1.45K + 5.94%	$57.3K - $65.1K	25.8K $793K
May 13, 2021 Q1 2021	Fortis Advisors, LLC King Of Prussia, PA	BUY	-	1.33K New	$52.8K - $60K	1.33K $41K
May 14, 2021 Q1 2021	Johnson Financial Group, Inc. Racine, WI	BUY	-	1.13K New	$44.9K - $51.1K	1.13K $34.9K
Apr 12, 2021 Q1 2021	Valeo Financial Advisors, LLC	BUY	-	1.07K New	$42.2K - $48K	1.07K $32.8K
Jun 02, 2022 Q1 2021	Sheaff Brock Investment Advisors, LLC	BUY	-	1K + 19.23%	$39.6K - $45.1K	6.2K $191K
Apr 30, 2021 Q1 2021	S. R. Schill & Associates Mercer Island, WA	BUY	-	888 + 0.83%	$35.2K - $40K	108K $3.32M
Apr 19, 2021 Q1 2021	Creative Financial Designs Inc	BUY	-	867 + 8.32%	$34.4K - $39.1K	11.3K $347K
May 06, 2021 Q1 2021	Aptus Capital Advisors, LLC	BUY	-	852 New	$33.8K - $38.4K	852 $26.2K
Apr 21, 2021 Q1 2021	Gradient Investments LLC	BUY	-	827 New	$32.8K - $37.3K	827 $25.4K
May 04, 2021 Q1 2021	Retirement Group, LLC	BUY	-	787 + 62.96%	$31.2K - $35.5K	2.04K $62.7K
Apr 28, 2021 Q1 2021	J.W. Cole Advisors, Inc.	BUY	-	768 + 13.54%	$30.4K - $34.6K	6.44K $198K
Apr 29, 2021 Q1 2021	Modera Wealth Management, LLC	BUY	-	740 + 14.48%	$29.3K - $33.3K	5.85K $180K
May 10, 2021 Q1 2021	Certified Advisory Corp Altamonte Springs, FL	BUY	-	714 New	$28.3K - $32.2K	714 $22K
May 18, 2021 Q1 2021	Sky View Investment Advisors, LLC Shrewsbury, NJ	BUY	-	701 + 1.94%	$27.8K - $31.6K	36.9K $1.13M
May 13, 2021 Q1 2021	Capital Advisors, Ltd. LLC	BUY	-	590 New	$23.4K - $26.6K	590 $18.2K
May 13, 2021 Q1 2021	Kalos Management, Inc. Alpharetta, GA	BUY	-	532 + 2.62%	$21.1K - $24K	20.8K $640K
May 03, 2021 Q1 2021	Hanson & Doremus Investment Management	BUY	-	475 New	$18.8K - $21.4K	475 $14.6K
May 07, 2021 Q1 2021	Webster Bank, N. A.	BUY	-	440 + 3.24%	$17.4K - $19.8K	14K $431K
Apr 28, 2021 Q1 2021	Meeder Asset Management Inc	BUY	-	418 New	$16.6K - $18.8K	418 $12.9K
May 17, 2021 Q1 2021	Global Wealth Management Investment Advisory, Inc. Fort Lauderdale, FL	BUY	-	417 New	$16.5K - $18.8K	417 $12.8K
Jun 17, 2021 Q1 2021	Geneos Wealth Management Inc.	BUY	-	347 + 1.71%	$13.7K - $15.6K	20.6K $635K
May 17, 2021 Q1 2021	Capstone Triton Financial Group, LLC Oklahoma City, OK	BUY	-	318 + 1.86%	$12.6K - $14.3K	17.4K $535K
Apr 13, 2021 Q1 2021	Gofen & Glossberg LLC	BUY	-	285 + 4.96%	$11.3K - $12.8K	6.03K $186K
May 14, 2021 Q1 2021	Lavaca Capital LLC Houston, TX	BUY	-	224 + 3.76%	$8.87K - $10.1K	6.18K $190K
May 24, 2021 Q1 2021	Advisory Services Network, LLC	BUY	-	222 + 2.2%	$8.8K - $10K	10.3K $317K
Apr 26, 2021 Q1 2021	Whittier Trust CO	BUY	-	207 New	$8.2K - $9.33K	207 $6.37K
Apr 28, 2021 Q1 2021	Washington Trust CO	BUY	-	181 New	$7.17K - $8.15K	181 $5.57K
Nov 09, 2023 Q1 2021	Brewin Dolphin LTD London, X0	BUY	-	170 New	$6.74K - $7.66K	170 $5.23K
Apr 20, 2021 Q1 2021	Northwest Investment Counselors, LLC	BUY	-	166 New	$6.58K - $7.48K	166 $5.11K
Apr 21, 2021 Q1 2021	Baystate Wealth Management LLC	BUY	-	151 New	$5.98K - $6.8K	151 $4.65K
May 04, 2021 Q1 2021	Commonwealth Equity Services, LLC	BUY	-	128 + 0.03%	$5.07K - $5.77K	385K $11.8M
Apr 28, 2021 Q1 2021	Us Bancorp \De\	BUY	-	102 + 20.86%	$4.04K - $4.6K	591 $18.2K
May 13, 2021 Q1 2021	Ten Capital Wealth Advisors, LLC Spokane, WA	BUY	-	100 New	$3.96K - $4.51K	100 $3.08K
May 14, 2021 Q1 2021	Legacy Capital Wealth Partners, LLC Little Rock, AR	BUY	-	87 + 0.03%	$3.45K - $3.92K	347K $10.7M
May 11, 2021 Q1 2021	First Horizon Advisors, Inc.	BUY	-	84 + 466.67%	$3.33K - $3.78K	102 $3.14K
May 10, 2021 Q1 2021	Td Capital Management LLC Memphis, TN	BUY	-	68 New	$2.69K - $3.06K	68 $2.09K
Apr 30, 2021 Q1 2021	Key F Inancial Inc	BUY	-	60 New	$2.38K - $2.7K	60 $1.85K
May 17, 2021 Q1 2021	Eudaimonia Partners, LLC Winchester, TN	BUY	-	48 New	$1.9K - $2.16K	48 $1.48K

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Account

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

2.04K

1.98K

1.94K

1.85K

1.83K

1.76K

1.73K

1.65K

1.64K

1.63K

1.59K

1.45K

1.45K

1.33K

1.13K

1.07K

1K

888

867

852

827

787

768

740

714

701

590

532

475

440

418

417

347

318

285

224

222

207

181

170

166

151

128

102

100

87

84

68

60

48

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