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 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-849- 8.35% |
$22.2K - $25.5K
|
9.31K
$289K
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-858- 2.99% |
$22.5K - $25.8K
|
27.8K
$862K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-999- 3.2% |
$26.2K - $30K
|
30.2K
$938K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.05K- 99.9% |
$27.4K - $31.5K
|
1
$31
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.14K- 23.89% |
$29.8K - $34.1K
|
3.62K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 4.39% |
$29.9K - $34.3K
|
24.9K
$771K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.17K- 8.84% |
$30.5K - $35K
|
12K
$373K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 7.21% |
$32.3K - $37K
|
15.8K
$491K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.28K- 6.85% |
$33.5K - $38.4K
|
17.4K
$539K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.36K- 91.49% |
$35.5K - $40.7K
|
126
$3.91K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.45K- 52.08% |
$38K - $43.6K
|
1.34K
$41.4K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.71K- 9.15% |
$44.8K - $51.4K
|
17K
$526K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.87K- 4.75% |
$49.1K - $56.3K
|
37.6K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.88K- 90.84% |
$49.1K - $56.4K
|
189
$5.86K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.05K- 21.88% |
$53.6K - $61.5K
|
7.3K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.41K- 4.1% |
$63K - $72.3K
|
56.2K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2.52K- 5.83% |
$66K - $75.7K
|
40.7K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-2.93K- 35.77% |
$76.8K - $88.1K
|
5.27K
$163K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-3.18K- 14.66% |
$83.2K - $95.5K
|
18.5K
$573K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.32K- 6.82% |
$87K - $99.9K
|
45.4K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.47K- 1.06% |
$90.9K - $104K
|
325K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.61K- 6.97% |
$94.5K - $108K
|
48.1K
$1.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.01K- 35.68% |
$105K - $120K
|
7.22K
$224K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.82K- 4.61% |
$126K - $145K
|
99.7K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.11K- 52.96% |
$134K - $154K
|
4.54K
$141K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.2K- 39.29% |
$136K - $156K
|
8.04K
$249K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.23K- 2.63% |
$137K - $157K
|
193K
$6M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.45K- 20.08% |
$169K - $194K
|
25.7K
$796K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.4K- 21.84% |
$194K - $223K
|
26.5K
$821K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.73K- 12.67% |
$202K - $232K
|
53.3K
$1.65M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-8K- 29.48% |
$210K - $240K
|
19.1K
$593K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-8.8K- 91.5% |
$231K - $265K
|
818
$25.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8.93K- 11.02% |
$234K - $268K
|
72.1K
$2.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9.29K- 24.99% |
$243K - $279K
|
27.9K
$864K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.7K- 22.72% |
$279K - $320K
|
36.2K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.9K- 47.39% |
$337K - $387K
|
14.3K
$443K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.2K- 9.5% |
$345K - $396K
|
125K
$3.89M
|
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-14K- 22.86% |
$367K - $421K
|
47.2K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.9K- 54.78% |
$390K - $447K
|
12.3K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15.5K- 4.3% |
$407K - $467K
|
346K
$10.7M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-15.9K- 6.53% |
$417K - $479K
|
228K
$7.07M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20.7K- 16.84% |
$541K - $621K
|
102K
$3.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.1K- 11.21% |
$606K - $695K
|
183K
$5.67M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.5K- 13.39% |
$616K - $707K
|
152K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-25.7K- 41.11% |
$672K - $771K
|
36.8K
$1.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.8K- 12.52% |
$676K - $775K
|
180K
$5.59M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.6K- 74.12% |
$829K - $951K
|
11K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.6K- 74.12% |
$829K - $951K
|
11K
$343K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.8K- 22.94% |
$885K - $1.02M
|
113K
$3.52M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41.4K- 10.05% |
$1.08M - $1.24M
|
370K
$11.5M
|