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 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
928+ 5.59% |
$28K - $35.3K
|
17.5K
$526K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
904+ 4.84% |
$27.2K - $34.4K
|
19.6K
$588K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
879+ 8.46% |
$26.5K - $33.5K
|
11.3K
$338K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
852New |
$25.7K - $32.4K
|
852
$25.6K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
768New |
$23.1K - $29.2K
|
768
$23K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
753+ 17.63% |
$22.7K - $28.7K
|
5.02K
$151K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
647+ 1.47% |
$19.5K - $24.6K
|
44.6K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
515+ 1.64% |
$15.5K - $19.6K
|
31.9K
$957K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
500New |
$15.1K - $19K
|
500
$15K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
437+ 89.18% |
$13.2K - $16.6K
|
927
$27.8K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
410+ 1.93% |
$12.4K - $15.6K
|
21.7K
$650K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
376+ 387.63% |
$11.3K - $14.3K
|
473
$14.2K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
311+ 1.77% |
$9.37K - $11.8K
|
17.9K
$536K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
300+ 2.04% |
$9.04K - $11.4K
|
15K
$449K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
280+ 45.23% |
$8.44K - $10.7K
|
899
$27K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
236New |
$7.11K - $8.98K
|
236
$7.08K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
236+ 67.05% |
$7.11K - $8.98K
|
588
$17.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
195New |
$5.88K - $7.42K
|
195
$5.85K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
183New |
$5.51K - $6.97K
|
183
$5.49K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
168+ 1.59% |
$5.06K - $6.4K
|
10.8K
$323K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
166+ 30.86% |
$5K - $6.32K
|
704
$21.1K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
162New |
$4.88K - $6.17K
|
162
$4.86K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
118+ 9.92% |
$3.56K - $4.49K
|
1.31K
$39.2K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
92New |
$2.77K - $3.5K
|
92
$2.76K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
87+ 15.59% |
$2.62K - $3.31K
|
645
$19.4K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
81+ 0.92% |
$2.44K - $3.08K
|
8.89K
$267K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
77New |
$2.32K - $2.93K
|
77
$2.31K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
76+ 3.01% |
$2.29K - $2.89K
|
2.6K
$78K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
71New |
$2.14K - $2.7K
|
71
$2.13K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
70New |
$2.11K - $2.66K
|
70
$2.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
26New |
$783 - $990
|
26
$780
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 2.31% |
$693 - $876
|
1.02K
$30.6K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$452 - $571
|
15
$450
|
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
15+ 0.13% |
$452 - $571
|
11.4K
$342K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 0.08% |
$422 - $533
|
17.2K
$517K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
13+ 0.21% |
$392 - $495
|
6.21K
$186K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.17% |
$30.1 - $38.1
|
598
$17.9K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1New |
$30.1 - $38.1
|
1
$30
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3- 0.01% |
$90.4 - $114
|
56.2K
$1.69M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-33- 1.77% |
$994 - $1.26K
|
1.83K
$55K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-70- 0.24% |
$2.11K - $2.66K
|
29K
$871K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-73- 2.56% |
$2.2K - $2.78K
|
2.78K
$83.5K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-102Closed |
$3.07K - $3.88K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-106- 1.47% |
$3.19K - $4.04K
|
7.13K
$214K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-114Closed |
$3.43K - $4.34K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-146Closed |
$4.4K - $5.56K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-233- 16.52% |
$7.02K - $8.87K
|
1.18K
$35.3K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-251- 2.6% |
$7.56K - $9.56K
|
9.41K
$282K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-269Closed |
$8.1K - $10.2K
|
0
$0
|