Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q1 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04M+ 23.42% |
$27.1M - $31.1M
|
5.46M
$164M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.01M+ 336.61% |
$26.5M - $30.4M
|
1.31M
$39.4M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
381KNew |
$9.99M - $11.5M
|
381K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
342K+ 58.77% |
$8.95M - $10.3M
|
923K
$27.7M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
327K+ 14.48% |
$8.58M - $9.84M
|
2.59M
$77.7M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
289K+ 202.44% |
$7.57M - $8.68M
|
431K
$12.9M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
267K+ 13.96% |
$6.99M - $8.02M
|
2.18M
$65.4M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
247K+ 49.43% |
$6.47M - $7.42M
|
746K
$22.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
218KNew |
$5.72M - $6.56M
|
218K
$6.55M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
216K+ 96.41% |
$5.67M - $6.5M
|
441K
$13.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
207K+ 73.63% |
$5.42M - $6.22M
|
488K
$14.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
177K+ 757.68% |
$4.63M - $5.32M
|
200K
$6.01M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
148KNew |
$3.88M - $4.45M
|
148K
$4.44M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
145K+ 42.68% |
$3.8M - $4.36M
|
484K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
111KNew |
$2.91M - $3.34M
|
111K
$3.33M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
91.9K+ 9.38% |
$2.41M - $2.76M
|
1.07M
$32.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
88.3K+ 41.21% |
$2.31M - $2.65M
|
303K
$9.08M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
85.9K+ 46.47% |
$2.25M - $2.58M
|
271K
$8.13M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
85.4K+ 105.67% |
$2.24M - $2.57M
|
166K
$4.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
74.8K+ 14.8% |
$1.96M - $2.25M
|
580K
$17.4M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
70.6K+ 3813.94% |
$1.85M - $2.12M
|
72.4K
$2.17M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
69.2K+ 103.41% |
$1.81M - $2.08M
|
136K
$4.09M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
62.3KNew |
$1.63M - $1.87M
|
62.3K
$1.87M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
61.9KNew |
$1.62M - $1.86M
|
61.9K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
59.2KNew |
$1.55M - $1.78M
|
59.2K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
56.1KNew |
$1.47M - $1.69M
|
56.1K
$1.68M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
45.2KNew |
$1.18M - $1.36M
|
45.2K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
44.6K+ 2.11% |
$1.17M - $1.34M
|
2.16M
$64.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
43KNew |
$1.13M - $1.29M
|
43K
$1.29M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
43K+ 180.32% |
$1.13M - $1.29M
|
66.8K
$2M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
42.8K+ 10.8% |
$1.12M - $1.29M
|
439K
$13.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
38.4K+ 313.9% |
$1.01M - $1.15M
|
50.7K
$1.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38.1K+ 155.9% |
$998K - $1.15M
|
62.5K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
35KNew |
$917K - $1.05M
|
35K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.2K+ 4.75% |
$869K - $997K
|
731K
$21.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.2K+ 165.56% |
$843K - $967K
|
51.6K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.1K+ 85.43% |
$814K - $934K
|
67.4K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
31K+ 15.7% |
$811K - $931K
|
228K
$6.85M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
30.2K+ 10.35% |
$792K - $909K
|
322K
$9.67M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
29.7K+ 25.33% |
$779K - $894K
|
147K
$4.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
29.6K+ 15.17% |
$775K - $889K
|
225K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.2K+ 102.76% |
$635K - $729K
|
47.8K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22.8K+ 21.47% |
$599K - $687K
|
129K
$3.88M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
20.5KNew |
$536K - $615K
|
20.5K
$614K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20.1K+ 253.09% |
$526K - $603K
|
28K
$840K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.5KNew |
$510K - $585K
|
19.5K
$584K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
17.8K+ 52.66% |
$467K - $536K
|
51.7K
$1.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
16.8K+ 23.77% |
$440K - $505K
|
87.5K
$2.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
16.6KNew |
$436K - $500K
|
16.6K
$499K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15.7K+ 4.02% |
$411K - $471K
|
406K
$12.2M
|