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 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.21K+ 27.39% |
$187K - $236K
|
28.9K
$896K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
5.69KNew |
$171K - $217K
|
5.69K
$177K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.49K+ 13.64% |
$165K - $209K
|
45.7K
$1.42M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.48K+ 25.52% |
$165K - $208K
|
26.9K
$836K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.47K+ 25.1% |
$165K - $208K
|
27.3K
$846K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.34K+ 28.96% |
$161K - $203K
|
23.8K
$738K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.2K+ 16.25% |
$157K - $198K
|
37.2K
$1.15M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
5.07K+ 18.82% |
$153K - $193K
|
32K
$993K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.05K+ 5.9% |
$152K - $192K
|
90.7K
$2.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5KNew |
$151K - $190K
|
5K
$155K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.95K+ 42.51% |
$149K - $188K
|
16.6K
$515K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.92K+ 7.51% |
$148K - $187K
|
70.5K
$2.19M
|
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.89K+ 9.24% |
$147K - $186K
|
57.9K
$1.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.88K+ 8.36% |
$147K - $186K
|
63.3K
$1.96M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.59K+ 17.28% |
$138K - $175K
|
31.2K
$968K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.49K+ 47.71% |
$135K - $171K
|
13.9K
$432K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.19K+ 16.38% |
$126K - $159K
|
29.8K
$923K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.13K+ 1.45% |
$124K - $157K
|
289K
$8.96M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.11K+ 6.31% |
$124K - $156K
|
69.2K
$2.15M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.95K+ 3.2% |
$119K - $150K
|
127K
$3.96M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.71K+ 8.5% |
$112K - $141K
|
47.4K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
3.5K+ 29.14% |
$105K - $133K
|
15.5K
$481K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.27K+ 26.81% |
$98.4K - $124K
|
15.4K
$479K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.23K+ 57.39% |
$97.2K - $123K
|
8.85K
$275K
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.95K+ 2.37% |
$88.9K - $112K
|
128K
$3.96M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 1.42% |
$87.9K - $111K
|
208K
$6.46M
|
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.9K+ 15.46% |
$87.4K - $110K
|
21.7K
$673K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
2.79K+ 147.49% |
$84.1K - $106K
|
4.69K
$145K
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
2.65K+ 2.16% |
$79.8K - $101K
|
125K
$3.88M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.55K+ 395.19% |
$76.8K - $97K
|
3.19K
$99.1K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.54K+ 3.02% |
$76.7K - $96.9K
|
86.8K
$2.7M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.43K+ 10.26% |
$73.3K - $92.7K
|
26.2K
$812K
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.36K+ 17.27% |
$71.1K - $89.9K
|
16K
$498K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 29.44% |
$68.9K - $87K
|
10.1K
$312K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.23K+ 0.29% |
$67.2K - $84.9K
|
767K
$23.8M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.93K+ 7.68% |
$58K - $73.3K
|
27K
$838K
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
1.78K+ 19.28% |
$53.7K - $67.8K
|
11K
$342K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.75KNew |
$52.7K - $66.6K
|
1.75K
$54.3K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.73K+ 1.6% |
$52.1K - $65.8K
|
110K
$3.41M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.62K+ 11.89% |
$48.8K - $61.6K
|
15.2K
$473K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.59K+ 23.44% |
$47.8K - $60.4K
|
8.36K
$259K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 36.14% |
$40.5K - $51.2K
|
5.07K
$157K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.3K+ 15.06% |
$39.2K - $49.6K
|
9.95K
$309K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 284.03% |
$37K - $46.7K
|
1.66K
$51.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
1.2KNew |
$36.2K - $45.7K
|
1.2K
$37.2K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.18K+ 16.35% |
$35.5K - $44.9K
|
8.39K
$260K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.04KNew |
$31.2K - $39.5K
|
1.04K
$32.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
997+ 2.3% |
$30K - $38K
|
44.3K
$1.38M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
969+ 1.17% |
$29.2K - $36.9K
|
83.5K
$2.59M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
942+ 2.16% |
$28.4K - $35.9K
|
44.5K
$1.38M
|