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 02, 2022 Q1 2022
Davenport & CO LLC

SELL
 -
-5.99K
- 39.36%
$180K - $228K
9.23K $286K
Apr 14, 2022 Q1 2022
Gofen & Glossberg LLC

SELL
 -
-6.03K
Closed
$182K - $229K
0 $0
Apr 08, 2022 Q1 2022
Blue Zone Wealth Advisors, LLC

SELL
 -
-6.22K
Closed
$187K - $237K
0 $0
Apr 25, 2022 Q1 2022
Smithbridge Asset Management Inc

SELL
 -
-6.31K
- 14.42%
$190K - $240K
37.5K $1.16M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-6.49K
- 19.17%
$196K - $247K
27.4K $850K
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-6.75K
Closed
$203K - $257K
0 $0
Apr 28, 2022 Q1 2022
Midwest Heritage Bank, Fsb

SELL
 -
-6.8K
- 21.97%
$205K - $259K
24.2K $750K
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-6.86K
- 39.52%
$207K - $261K
10.5K $326K
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

SELL
 -
-6.92K
Closed
$208K - $263K
0 $0
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

SELL
 -
-7.1K
Closed
$214K - $270K
0 $0
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

SELL
 -
-7.32K
Closed
$220K - $279K
0 $0
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-7.56K
- 38.03%
$228K - $288K
12.3K $382K
Apr 20, 2022 Q1 2022
Tfg Advisers LLC

SELL
 -
-7.57K
Closed
$228K - $288K
0 $0
May 10, 2022 Q1 2022
Condor Capital Management

Martinsville, NJ
SELL
 -
-7.9K
- 27.0%
$238K - $301K
21.4K $663K
May 13, 2022 Q1 2022
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-8.1K
- 5.03%
$244K - $308K
153K $4.75M
May 20, 2022 Q1 2022
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-8.37K
Closed
$252K - $319K
0 $0
Apr 20, 2022 Q1 2022
Mbe Wealth Management, LLC

SELL
 -
-8.56K
- 28.05%
$258K - $326K
22K $681K
Jul 13, 2022 Q1 2022
Crown Wealth Group, LLC

SELL
 -
-8.83K
Closed
$266K - $336K
0 $0
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-9.17K
- 39.62%
$276K - $349K
14K $434K
May 02, 2022 Q1 2022
Personal Cfo Solutions, LLC

SELL
 -
-9.4K
Closed
$283K - $358K
0 $0
Apr 22, 2022 Q1 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-9.51K
- 5.47%
$287K - $362K
165K $5.11M
Apr 22, 2022 Q1 2022
Sfg Wealth Management, Llc.

SELL
 -
-9.86K
Closed
$297K - $375K
0 $0
May 13, 2022 Q1 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-11.4K
Closed
$343K - $433K
0 $0
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-11.8K
- 13.41%
$357K - $451K
76.5K $2.37M
May 04, 2022 Q1 2022
Stephens Inc

SELL
 -
-11.9K
Closed
$359K - $454K
0 $0
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-14.1K
- 28.41%
$424K - $536K
35.5K $1.1M
May 10, 2022 Q1 2022
Mai Capital Management

SELL
 -
-14.7K
- 31.49%
$443K - $560K
32K $993K
Apr 18, 2022 Q1 2022
Hbw Advisory Services LLC

SELL
 -
-15.3K
Closed
$462K - $583K
0 $0
May 13, 2022 Q1 2022
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-16.9K
- 3.58%
$510K - $645K
456K $14.2M
May 13, 2022 Q1 2022
Shore Haven Wealth Partners, LLC

SELL
 -
-17.5K
- 8.59%
$529K - $668K
187K $5.8M
May 12, 2022 Q1 2022
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-20.2K
- 22.17%
$608K - $768K
70.8K $2.2M
Apr 28, 2022 Q1 2022
Arcadia Investment Management Corp

SELL
 -
-20.4K
- 69.89%
$615K - $777K
8.79K $273K
Apr 25, 2022 Q1 2022
Fifth Third Securities, Inc.

SELL
 -
-20.6K
Closed
$620K - $783K
0 $0
May 18, 2022 Q1 2022
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-21.6K
- 40.21%
$651K - $823K
32.1K $997K
Apr 20, 2022 Q1 2022
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-22.1K
Closed
$664K - $839K
0 $0
May 06, 2022 Q1 2022
Coulter & Justus Financial Services, LLC

SELL
 -
-23.2K
Closed
$699K - $883K
0 $0
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-23.3K
Closed
$701K - $885K
0 $0
May 02, 2022 Q1 2022
Sheets Smith Wealth Management

SELL
 -
-23.5K
- 70.53%
$709K - $896K
9.83K $305K
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-23.9K
Closed
$720K - $910K
0 $0
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

SELL
 -
-27.3K
- 6.06%
$823K - $1.04M
424K $13.2M
Apr 14, 2022 Q1 2022
Corbenic Partners LLC

SELL
 -
-28.6K
- 13.96%
$861K - $1.09M
176K $5.46M
May 09, 2022 Q1 2022
Beaumont Financial Partners, LLC

SELL
 -
-28.7K
- 47.84%
$865K - $1.09M
31.3K $971K
May 04, 2022 Q1 2022
Black Diamond Wealth Management Inc.

SELL
 -
-31.5K
Closed
$950K - $1.2M
0 $0
Apr 21, 2022 Q1 2022
Mayflower Financial Advisors, LLC

SELL
 -
-35.9K
- 16.43%
$1.08M - $1.37M
183K $5.67M
May 16, 2022 Q1 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-36.9K
- 9.59%
$1.11M - $1.41M
348K $10.8M
Apr 24, 2024 Q1 2022
Bulltick Wealth Management, LLC

Miami, FL
SELL
 -
-38.9K
- 10.64%
$1.17M - $1.48M
327K $10.2M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-39.2K
- 7.16%
$1.18M - $1.49M
508K $15.8M
May 02, 2022 Q1 2022
Roosevelt Investment Group LLC

SELL
 -
-39.7K
- 5.53%
$1.2M - $1.51M
679K $21.1M
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-44.9K
- 99.98%
$1.35M - $1.71M
8 $248

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