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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-45KClosed |
$1.35M - $1.71M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-45K- 19.35% |
$1.36M - $1.71M
|
188K
$5.82M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-45.2K- 53.34% |
$1.36M - $1.72M
|
39.5K
$1.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-47.1KClosed |
$1.42M - $1.79M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-47.3K- 85.12% |
$1.42M - $1.8M
|
8.26K
$256K
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-47.9K- 12.82% |
$1.44M - $1.82M
|
326K
$10.1M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-48.3K- 90.28% |
$1.45M - $1.84M
|
5.2K
$161K
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-48.5K- 65.42% |
$1.46M - $1.84M
|
25.6K
$795K
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
SELL
|
- |
-48.9K- 17.1% |
$1.47M - $1.86M
|
237K
$7.36M
|
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-52.6KClosed |
$1.58M - $2M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-59.6K- 12.68% |
$1.8M - $2.27M
|
410K
$12.7M
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-78.3KClosed |
$2.36M - $2.98M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-86.5K- 83.71% |
$2.61M - $3.29M
|
16.8K
$523K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-87.8K- 81.94% |
$2.65M - $3.34M
|
19.4K
$601K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-96.3K- 52.72% |
$2.9M - $3.67M
|
86.3K
$2.68M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-105KClosed |
$3.17M - $4.01M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-117K- 45.47% |
$3.52M - $4.45M
|
140K
$4.35M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-120K- 29.13% |
$3.62M - $4.58M
|
293K
$9.08M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-166K- 41.49% |
$5.01M - $6.33M
|
234K
$7.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-178KClosed |
$5.37M - $6.79M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-179K- 79.03% |
$5.38M - $6.8M
|
47.4K
$1.47M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-201K- 32.69% |
$6.05M - $7.64M
|
413K
$12.8M
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-250K- 93.46% |
$7.52M - $9.5M
|
17.5K
$542K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-309K- 19.69% |
$9.32M - $11.8M
|
1.26M
$39.1M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-323K- 47.87% |
$9.73M - $12.3M
|
352K
$10.9M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-360K- 45.92% |
$10.9M - $13.7M
|
425K
$13.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-369KClosed |
$11.1M - $14.1M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-515KClosed |
$15.5M - $19.6M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.24M- 63.65% |
$37.3M - $47.1M
|
707K
$21.9M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.35M- 35.47% |
$40.6M - $51.4M
|
2.45M
$76.2M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.59MClosed |
$48M - $60.6M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.78M- 26.6% |
$53.6M - $67.7M
|
4.91M
$152M
|