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 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-16.1K- 91.25% |
$637K - $725K
|
1.54K
$47.4K
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-17.8K- 3.38% |
$705K - $802K
|
509K
$15.7M
|
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18.2K- 58.76% |
$720K - $818K
|
12.7K
$392K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20.1K- 45.92% |
$797K - $906K
|
23.7K
$729K
|
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-20.6K- 36.46% |
$817K - $929K
|
35.9K
$1.11M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21.7K- 9.84% |
$862K - $980K
|
199K
$6.13M
|
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-22K- 13.62% |
$870K - $989K
|
139K
$4.28M
|
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-23.7KClosed |
$939K - $1.07M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.8K- 7.12% |
$1.02M - $1.16M
|
337K
$10.4M
|
|
|
Sep 23, 2021
Q1 2021
|
Systelligence, LLC
|
SELL
|
- |
-27.7K- 29.12% |
$1.1M - $1.25M
|
67.3K
$2.07M
|
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-39.4K- 30.93% |
$1.56M - $1.77M
|
88K
$2.71M
|
|
|
Apr 12, 2021
Q1 2021
|
Monument Capital Management
|
SELL
|
- |
-39.5K- 31.65% |
$1.57M - $1.78M
|
85.3K
$2.63M
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-51.2K- 13.43% |
$2.03M - $2.31M
|
330K
$10.2M
|
|
|
Apr 15, 2021
Q1 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-53.3K- 10.82% |
$2.11M - $2.4M
|
440K
$13.5M
|
|
|
May 17, 2021
Q1 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-74K- 23.92% |
$2.93M - $3.33M
|
235K
$7.24M
|
|
|
Apr 20, 2021
Q1 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-122K- 50.0% |
$4.83M - $5.49M
|
122K
$3.75M
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-201K- 89.14% |
$7.95M - $9.04M
|
24.4K
$752K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-260KClosed |
$10.3M - $11.7M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-355KClosed |
$14M - $16M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-471K- 88.74% |
$18.7M - $21.2M
|
59.8K
$1.84M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-503K- 98.05% |
$19.9M - $22.7M
|
10K
$308K
|