Purchases and Sales Made in Q1 2022 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
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 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
23.4K+ 2.25% |
$704K - $890K
|
1.06M
$31.9M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
21.6K+ 27.79% |
$650K - $822K
|
99.3K
$2.98M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21K+ 137.3% |
$633K - $800K
|
36.3K
$1.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
21K+ 39.51% |
$632K - $799K
|
74.1K
$2.22M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
20.2K+ 9.38% |
$607K - $767K
|
235K
$7.05M
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
18.4KNew |
$554K - $701K
|
18.4K
$552K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
18.2K+ 34.01% |
$549K - $693K
|
71.7K
$2.15M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
17.9K+ 76.57% |
$539K - $681K
|
41.2K
$1.24M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.8K+ 7.1% |
$536K - $677K
|
269K
$8.06M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.6K+ 23.36% |
$530K - $670K
|
92.9K
$2.79M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
17.4K+ 2.31% |
$524K - $663K
|
771K
$23.1M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 17.9% |
$517K - $653K
|
113K
$3.39M
|
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
17.1K+ 8.35% |
$517K - $653K
|
222K
$6.67M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17K+ 19.12% |
$512K - $647K
|
106K
$3.18M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
16.9KNew |
$508K - $642K
|
16.9K
$506K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.6KNew |
$499K - $630K
|
16.6K
$497K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
16.5K+ 7.27% |
$496K - $627K
|
243K
$7.29M
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
16.3K+ 30.74% |
$492K - $622K
|
69.5K
$2.09M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
15.4K+ 283.53% |
$465K - $588K
|
20.9K
$627K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.9KNew |
$450K - $569K
|
14.9K
$448K
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
14.9KNew |
$448K - $566K
|
14.9K
$446K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
14.1KNew |
$425K - $537K
|
14.1K
$423K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
14K+ 31.29% |
$421K - $532K
|
58.6K
$1.76M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
13.7K+ 5.64% |
$413K - $521K
|
257K
$7.7M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
13K+ 47.89% |
$392K - $495K
|
40.2K
$1.2M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 26.12% |
$390K - $493K
|
62.5K
$1.88M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12.7K+ 11.1% |
$381K - $482K
|
127K
$3.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
12.6K+ 4.41% |
$378K - $478K
|
297K
$8.91M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.3K+ 9.58% |
$372K - $470K
|
141K
$4.23M
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12.3K+ 27.59% |
$371K - $469K
|
57K
$1.71M
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
12.3K+ 25.59% |
$370K - $468K
|
60.3K
$1.81M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
11.5KNew |
$345K - $436K
|
11.5K
$344K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
11.1K+ 4.12% |
$335K - $423K
|
281K
$8.43M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$310K - $392K
|
10.3K
$309K
|
|
|
May 18, 2022
Q1 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
10.1K+ 12.8% |
$304K - $384K
|
88.9K
$2.67M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
10.1KNew |
$303K - $383K
|
10.1K
$302K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.81KNew |
$296K - $374K
|
9.81K
$294K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
9.05K+ 32.59% |
$273K - $344K
|
36.8K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
8.89K+ 20.08% |
$268K - $338K
|
53.2K
$1.59M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
8.78K+ 11.37% |
$265K - $334K
|
86K
$2.58M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.76K+ 155.54% |
$264K - $333K
|
14.4K
$432K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
8.67K+ 85.94% |
$261K - $330K
|
18.8K
$563K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
8.29K+ 37.15% |
$250K - $316K
|
30.6K
$918K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.26K+ 28.23% |
$249K - $314K
|
37.5K
$1.13M
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
7.88KNew |
$237K - $300K
|
7.88K
$236K
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.65KNew |
$230K - $291K
|
7.65K
$229K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.94K+ 3.53% |
$209K - $264K
|
204K
$6.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6.72KNew |
$202K - $256K
|
6.72K
$202K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.64K+ 18.81% |
$200K - $253K
|
41.9K
$1.26M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.28K+ 22.77% |
$189K - $239K
|
33.9K
$1.02M
|