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 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-288- 4.3% |
$8.68K - $11K
|
6.41K
$199K
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-305- 0.46% |
$9.19K - $11.6K
|
66.4K
$2.06M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-344- 7.07% |
$10.4K - $13.1K
|
4.52K
$140K
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-347- 2.17% |
$10.5K - $13.2K
|
15.7K
$486K
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-351- 0.83% |
$10.6K - $13.4K
|
41.9K
$1.3M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-374- 4.5% |
$11.3K - $14.2K
|
7.94K
$246K
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-382- 11.88% |
$11.5K - $14.5K
|
2.83K
$87.9K
|
|
Apr 13, 2022
Q1 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-385- 0.16% |
$11.6K - $14.7K
|
246K
$7.64M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-567- 71.23% |
$17.1K - $21.6K
|
229
$7.11K
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-579Closed |
$17.4K - $22K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-591- 4.74% |
$17.8K - $22.5K
|
11.9K
$369K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-626- 67.6% |
$18.9K - $23.8K
|
300
$9.31K
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-635- 0.09% |
$19.1K - $24.2K
|
712K
$22.1M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-643- 11.05% |
$19.4K - $24.5K
|
5.18K
$161K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-675- 3.33% |
$20.3K - $25.7K
|
19.6K
$609K
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-677- 4.26% |
$20.4K - $25.8K
|
15.2K
$472K
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-750- 22.2% |
$22.6K - $28.6K
|
2.63K
$81.6K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-754Closed |
$22.7K - $28.7K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-764- 2.35% |
$23K - $29.1K
|
31.7K
$984K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-776- 11.07% |
$23.4K - $29.5K
|
6.23K
$193K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-858Closed |
$25.9K - $32.7K
|
0
$0
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-926- 10.8% |
$27.9K - $35.3K
|
7.65K
$237K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 3.66% |
$33.9K - $42.8K
|
29.6K
$918K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.13KClosed |
$34.2K - $43.2K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.19KClosed |
$35.8K - $45.3K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.29K- 33.8% |
$38.8K - $49K
|
2.52K
$78.3K
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.61K- 5.64% |
$48.4K - $61.1K
|
26.9K
$834K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.61K- 15.13% |
$48.6K - $61.4K
|
9.05K
$281K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.74K- 19.7% |
$52.5K - $66.4K
|
7.11K
$221K
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.77K- 18.2% |
$53.4K - $67.5K
|
7.97K
$247K
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.78KClosed |
$53.8K - $67.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.02K- 4.03% |
$60.7K - $76.7K
|
48K
$1.49M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.13K- 15.53% |
$64.1K - $81.1K
|
11.6K
$359K
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.29K- 6.13% |
$68.9K - $87.1K
|
35K
$1.09M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.35K- 0.6% |
$70.8K - $89.5K
|
388K
$12.1M
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.77KClosed |
$83.5K - $105K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-2.92K- 6.01% |
$87.9K - $111K
|
45.6K
$1.42M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.07K- 4.18% |
$92.6K - $117K
|
70.5K
$2.19M
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.22KClosed |
$127K - $161K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.56K- 2.36% |
$137K - $174K
|
189K
$5.85M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.58K- 9.58% |
$138K - $174K
|
43.3K
$1.34M
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-4.84K- 13.08% |
$146K - $184K
|
32.2K
$998K
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-4.93K- 99.52% |
$149K - $188K
|
24
$745
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.34K- 67.07% |
$161K - $203K
|
2.62K
$81.4K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.44K- 3.72% |
$164K - $207K
|
141K
$4.37M
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.6KClosed |
$169K - $213K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.73KClosed |
$173K - $218K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.8K- 12.29% |
$175K - $221K
|
41.4K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.81K- 90.47% |
$175K - $221K
|
612
$19K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.95K- 13.16% |
$179K - $227K
|
39.3K
$1.22M
|