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 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
48+ 21.92% |
$1.9K - $2.16K
|
267
$8.22K
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
46+ 0.86% |
$1.82K - $2.07K
|
5.39K
$166K
|
|
|
Apr 28, 2021
Q1 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 0.06% |
$158 - $180
|
6.46K
$199K
|
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3+ 0.06% |
$119 - $135
|
4.93K
$152K
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7Closed |
$277 - $315
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-26Closed |
$1.03K - $1.17K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-163- 1.53% |
$6.46K - $7.34K
|
10.5K
$322K
|
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-175- 1.79% |
$6.93K - $7.88K
|
9.62K
$296K
|
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
SELL
|
- |
-186- 1.17% |
$7.37K - $8.38K
|
15.7K
$484K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-286Closed |
$11.3K - $12.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-289- 3.5% |
$11.5K - $13K
|
7.96K
$245K
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-313- 19.0% |
$12.4K - $14.1K
|
1.33K
$41K
|
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-392- 0.17% |
$15.5K - $17.7K
|
233K
$7.18M
|
|
|
Apr 23, 2021
Q1 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-476- 2.72% |
$18.9K - $21.4K
|
17K
$524K
|
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
SELL
|
- |
-615- 2.92% |
$24.4K - $27.7K
|
20.4K
$629K
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-662- 34.55% |
$26.2K - $29.8K
|
1.25K
$38.6K
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-700Closed |
$27.7K - $31.5K
|
0
$0
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-850- 55.16% |
$33.7K - $38.3K
|
691
$21.3K
|
|
|
Apr 27, 2021
Q1 2021
|
Western Financial Corporation
|
SELL
|
- |
-859- 13.9% |
$34K - $38.7K
|
5.32K
$164K
|
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-954- 7.64% |
$37.8K - $43K
|
11.5K
$355K
|
|
|
May 11, 2021
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 17.46% |
$43.6K - $49.6K
|
5.2K
$160K
|
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.17K- 3.05% |
$46.2K - $52.6K
|
37K
$1.14M
|
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 2.97% |
$47.9K - $54.5K
|
39.6K
$1.22M
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.76K- 1.95% |
$69.7K - $79.3K
|
88.6K
$2.73M
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.96K- 4.65% |
$77.6K - $88.2K
|
40.2K
$1.24M
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.99K- 7.56% |
$78.9K - $89.7K
|
24.4K
$750K
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.32K- 18.04% |
$91.8K - $104K
|
10.5K
$324K
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.45K- 16.92% |
$97.1K - $110K
|
12K
$370K
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.12K- 16.32% |
$124K - $141K
|
16K
$493K
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.13K- 42.9% |
$124K - $141K
|
4.17K
$128K
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.17K- 40.07% |
$125K - $143K
|
4.74K
$146K
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.97K- 39.13% |
$157K - $179K
|
6.17K
$190K
|
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.02K- 5.32% |
$159K - $181K
|
71.6K
$2.2M
|
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.8K- 19.68% |
$190K - $216K
|
19.6K
$602K
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.23K- 5.88% |
$207K - $236K
|
83.7K
$2.58M
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.73K- 2.09% |
$227K - $258K
|
269K
$8.26M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.41K- 44.97% |
$254K - $289K
|
7.84K
$241K
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.47KClosed |
$256K - $291K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.56K- 13.99% |
$260K - $295K
|
40.3K
$1.24M
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.7K- 12.09% |
$265K - $302K
|
48.7K
$1.5M
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.85KClosed |
$271K - $309K
|
0
$0
|
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.26K- 5.26% |
$288K - $327K
|
131K
$4.03M
|
|
|
Apr 14, 2021
Q1 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-9.93K- 15.25% |
$394K - $447K
|
55.2K
$1.7M
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10.8K- 10.88% |
$427K - $485K
|
88.2K
$2.71M
|
|
|
Apr 08, 2021
Q1 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-11.5KClosed |
$456K - $519K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-11.7K- 20.05% |
$462K - $525K
|
46.5K
$1.43M
|
|
|
Apr 14, 2021
Q1 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14.1K- 31.75% |
$558K - $634K
|
30.3K
$931K
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.7K- 10.66% |
$622K - $707K
|
131K
$4.05M
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-15.9K- 22.94% |
$630K - $716K
|
53.4K
$1.64M
|