Purchases and Sales Made in Q1 2022 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 2022. 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 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
8.95M
+ 3529.56%
$270M - $341M
9.21M $286M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
1.17M
+ 35.8%
$35.3M - $44.6M
4.45M $138M
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
778K
+ 293.39%
$23.4M - $29.6M
1.04M $32.4M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
656K
+ 15.43%
$19.8M - $25M
4.91M $152M
May 13, 2022 Q1 2022
Old Mission Capital LLC

BUY
 -
497K
+ 35.43%
$15M - $18.9M
1.9M $59M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
425K
New
$12.8M - $16.2M
425K $13.2M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
337K
+ 38.4%
$10.2M - $12.8M
1.22M $37.7M
Apr 11, 2022 Q1 2022
Stewardship Advisors, LLC

BUY
 -
328K
+ 259.54%
$9.9M - $12.5M
455K $14.1M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
325K
New
$9.79M - $12.4M
325K $10.1M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
288K
+ 45.37%
$8.68M - $11M
923K $28.6M
May 12, 2022 Q1 2022
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
224K
+ 39.41%
$6.75M - $8.53M
793K $24.6M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
190K
+ 4639.77%
$5.71M - $7.22M
194K $6.01M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
179K
+ 28.18%
$5.39M - $6.81M
814K $25.3M
Apr 22, 2022 Q1 2022
Sweet Financial Partners, LLC

BUY
 -
150K
+ 86.85%
$4.53M - $5.72M
323K $10M
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
131K
+ 5.21%
$3.95M - $4.99M
2.65M $82.2M
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

BUY
 -
126K
+ 172.2%
$3.8M - $4.8M
199K $6.19M
May 12, 2022 Q1 2022
Claraphi Advisory Network, LLC

BUY
 -
124K
New
$3.74M - $4.72M
124K $3.85M
Apr 20, 2022 Q1 2022
Refined Wealth Management

BUY
 -
116K
New
$3.48M - $4.4M
116K $3.59M
Apr 07, 2022 Q1 2022
My Legacy Advisors, LLC

BUY
 -
107K
New
$3.22M - $4.06M
107K $3.31M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
105K
New
$3.17M - $4.01M
105K $3.27M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
95.9K
+ 52.4%
$2.89M - $3.65M
279K $8.66M
Apr 12, 2022 Q1 2022
Legacy Financial Group LLC

BUY
 -
89.7K
+ 35.36%
$2.7M - $3.41M
343K $10.7M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
88.4K
+ 95.13%
$2.66M - $3.36M
181K $5.63M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
84.4K
+ 699.76%
$2.54M - $3.21M
96.5K $3M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
77.8K
+ 13.43%
$2.34M - $2.96M
657K $20.4M
May 13, 2022 Q1 2022
Rmr Wealth Builders

BUY
 -
70K
+ 34.12%
$2.11M - $2.67M
275K $8.55M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
67.8K
New
$2.04M - $2.58M
67.8K $2.1M
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

BUY
 -
67.3K
+ 63.95%
$2.03M - $2.56M
172K $5.35M
May 09, 2022 Q1 2022
Meitav Dash Investments LTD

BUY
 -
66.2K
+ 3.38%
$2M - $2.52M
2.03M $62.9M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
64.4K
+ 499.71%
$1.94M - $2.45M
77.3K $2.4M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
64.4K
+ 499.71%
$1.94M - $2.45M
77.3K $2.4M
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
51.1K
+ 31.78%
$1.54M - $1.95M
212K $6.58M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
49.8K
+ 67.67%
$1.5M - $1.9M
123K $3.83M
May 05, 2022 Q1 2022
West Wealth Group, LLC

BUY
 -
49.4K
+ 25.27%
$1.49M - $1.88M
245K $7.61M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
47.5K
+ 12.79%
$1.43M - $1.81M
419K $13M
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
45.6K
+ 47.67%
$1.37M - $1.74M
141K $4.38M
Apr 18, 2022 Q1 2022
Procyon Advisors, LLC

BUY
 -
45.1K
+ 15.08%
$1.36M - $1.72M
344K $10.7M
Apr 27, 2022 Q1 2022
Horst & Graben Wealth Management LLC

BUY
 -
43.8K
+ 16.49%
$1.32M - $1.67M
310K $9.62M
Apr 20, 2022 Q1 2022
Howard Financial Services, Ltd.

BUY
 -
42.3K
+ 14.44%
$1.27M - $1.61M
335K $10.4M
May 05, 2022 Q1 2022
Uma Financial Services, Inc.

BUY
 -
39.3K
+ 37.21%
$1.18M - $1.5M
145K $4.5M
Apr 26, 2022 Q1 2022
Optas, LLC

BUY
 -
39.3K
+ 67.31%
$1.18M - $1.5M
97.6K $3.03M
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
37.6K
+ 27.84%
$1.13M - $1.43M
173K $5.36M
May 16, 2022 Q1 2022
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
36.7K
+ 215.18%
$1.11M - $1.4M
53.7K $1.67M
May 16, 2022 Q1 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
34.9K
New
$1.05M - $1.33M
34.9K $1.08M
May 03, 2022 Q1 2022
Clearwater Capital Advisors, LLC

BUY
 -
33.3K
+ 10.4%
$1M - $1.27M
353K $11M
Apr 21, 2022 Q1 2022
Harvest Group Wealth Management, LLC

BUY
 -
31.9K
New
$962K - $1.22M
31.9K $992K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
30.8K
+ 27.32%
$928K - $1.17M
143K $4.45M
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
27.4K
+ 2716.57%
$825K - $1.04M
28.4K $881K
May 11, 2022 Q1 2022
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
25K
+ 6.8%
$753K - $951K
393K $12.2M

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