Purchases and Sales Made in Q1 2023 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 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
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1K
New
$26.2K - $30.1K
1K $31K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
978
+ 61.47%
$25.6K - $29.4K
2.57K $79.7K
Apr 17, 2023 Q1 2023
Refined Wealth Management

BUY
 -
975
+ 0.67%
$25.5K - $29.3K
148K $4.58M
May 12, 2023 Q1 2023
Koss Olinger Consulting, LLC

BUY
 -
910
+ 2.24%
$23.8K - $27.4K
41.6K $1.29M
May 03, 2023 Q1 2023
Exchange Capital Management, Inc.

BUY
 -
874
+ 3.58%
$22.9K - $26.3K
25.3K $784K
May 15, 2023 Q1 2023
Treynor Bancshares, Inc.

BUY
 -
866
+ 3.44%
$22.7K - $26K
26K $807K
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
823
+ 1.75%
$21.6K - $24.7K
48K $1.49M
May 11, 2023 Q1 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
680
+ 35.77%
$17.8K - $20.4K
2.58K $80K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
666
+ 1.72%
$17.4K - $20K
39.4K $1.22M
Apr 27, 2023 Q1 2023
Bensler, LLC

Bellevue, WA
BUY
 -
656
+ 6.53%
$17.2K - $19.7K
10.7K $332K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
645
+ 7.82%
$16.9K - $19.4K
8.9K $276K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
620
+ 3.36%
$16.2K - $18.6K
19.1K $592K
May 09, 2023 Q1 2023
Vista Private Wealth Partners. LLC

BUY
 -
327
+ 0.96%
$8.57K - $9.83K
34.3K $1.06M
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
271
New
$7.1K - $8.15K
271 $8.4K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
166
+ 33.2%
$4.35K - $4.99K
666 $20.7K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
162
+ 36.73%
$4.24K - $4.87K
603 $18.7K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
127
+ 0.34%
$3.33K - $3.82K
37.7K $1.17M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
114
New
$2.99K - $3.43K
114 $3.54K
Apr 17, 2023 Q1 2023
First Financial Corp

BUY
 -
97
+ 0.89%
$2.54K - $2.92K
10.9K $339K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
65
+ 36.93%
$1.7K - $1.95K
241 $7.47K
Apr 06, 2023 Q1 2023
Revolve Wealth Partners, LLC

BUY
 -
56
+ 0.35%
$1.47K - $1.68K
16.1K $500K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
55
New
$1.44K - $1.65K
55 $1.71K
Apr 14, 2023 Q1 2023
First Command Advisory Services, Inc.

BUY
 -
25
New
$655 - $752
25 $775
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
9
+ 0.08%
$236 - $271
11.9K $369K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
2
+ 0.23%
$52.4 - $60.1
854 $26.5K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
1
New
$26.2 - $30.1
1 $31
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
0
New
$0 - $0
0 $0
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-7
- 0.09%
$183 - $210
7.62K $236K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-61
- 14.73%
$1.6K - $1.83K
353 $10.9K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

SELL
 -
-61
- 0.33%
$1.6K - $1.83K
18.2K $565K
May 12, 2023 Q1 2023
Esl Trust Services, LLC

SELL
 -
-100
- 0.01%
$2.62K - $3.01K
710K $22M
Apr 20, 2023 Q1 2023
Mbe Wealth Management, LLC

SELL
 -
-129
- 0.78%
$3.38K - $3.88K
16.5K $511K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-159
- 0.98%
$4.17K - $4.78K
16K $496K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-165
- 27.73%
$4.32K - $4.96K
430 $13.3K
May 05, 2023 Q1 2023
Mengis Capital Management, Inc.

SELL
 -
-184
- 0.84%
$4.82K - $5.53K
21.6K $671K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-186
- 0.19%
$4.87K - $5.59K
100K $3.1M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

SELL
 -
-212
- 4.7%
$5.55K - $6.37K
4.3K $133K
May 01, 2023 Q1 2023
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-238
- 3.06%
$6.24K - $7.15K
7.55K $234K
May 09, 2023 Q1 2023
Spire Wealth Management

SELL
 -
-253
- 34.28%
$6.63K - $7.61K
485 $15K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

SELL
 -
-295
- 2.09%
$7.73K - $8.87K
13.8K $429K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-305
- 0.21%
$7.99K - $9.17K
146K $4.52M
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
SELL
 -
-323
- 49.69%
$8.46K - $9.71K
327 $10.1K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-385
- 13.03%
$10.1K - $11.6K
2.57K $79.7K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-448
- 0.37%
$11.7K - $13.5K
122K $3.77M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

SELL
 -
-538
- 3.91%
$14.1K - $16.2K
13.2K $410K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

SELL
 -
-719
- 36.33%
$18.8K - $21.6K
1.26K $39.1K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-790
- 13.69%
$20.7K - $23.7K
4.98K $154K
May 09, 2023 Q1 2023
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-835
- 10.17%
$21.9K - $25.1K
7.37K $229K

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