Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q1 2024. 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 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.37M+ 364.04% |
$64.2M - $70.7M
|
3.03M
$93.9M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.9M+ 854.71% |
$51.3M - $56.5M
|
2.12M
$65.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
668K+ 1321.02% |
$18.1M - $19.9M
|
718K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
617K+ 249.28% |
$16.7M - $18.4M
|
865K
$26.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
608K+ 1853.94% |
$16.5M - $18.1M
|
641K
$19.9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
356KNew |
$9.63M - $10.6M
|
356K
$11.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
300K+ 8.62% |
$8.11M - $8.93M
|
3.78M
$117M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
292KNew |
$7.9M - $8.7M
|
292K
$9.07M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179K+ 749.55% |
$4.84M - $5.33M
|
203K
$6.29M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
141KNew |
$3.82M - $4.21M
|
141K
$4.39M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
138K+ 17.86% |
$3.72M - $4.1M
|
908K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
135K+ 7.16% |
$3.64M - $4.01M
|
2.02M
$62.6M
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
117KNew |
$3.16M - $3.47M
|
117K
$3.62M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
106K+ 65.0% |
$2.87M - $3.16M
|
269K
$8.36M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99.6KNew |
$2.69M - $2.97M
|
99.6K
$3.09M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
94.6K+ 80.28% |
$2.56M - $2.82M
|
212K
$6.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
77.4K+ 88.07% |
$2.09M - $2.31M
|
165K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
48.6KNew |
$1.32M - $1.45M
|
48.6K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.3K+ 360.63% |
$1.14M - $1.26M
|
54.1K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
32.3K+ 7.27% |
$874K - $962K
|
477K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31.8K+ 9.1% |
$859K - $946K
|
381K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
29.8K+ 22.42% |
$806K - $887K
|
163K
$5.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
27.7K+ 10.52% |
$750K - $826K
|
291K
$9.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
26.7K+ 6.09% |
$721K - $794K
|
465K
$14.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24.7KNew |
$669K - $736K
|
24.7K
$768K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.9K+ 132.11% |
$647K - $713K
|
42.1K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
23.6KNew |
$639K - $703K
|
23.6K
$733K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
22KNew |
$596K - $656K
|
22K
$684K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 18.42% |
$548K - $603K
|
130K
$4.04M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 7.72% |
$505K - $556K
|
261K
$8.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
17.4K+ 29.99% |
$472K - $519K
|
75.6K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15.7K+ 5.95% |
$425K - $468K
|
280K
$8.69M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15.2K+ 9.96% |
$410K - $451K
|
167K
$5.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
15.1K+ 8.02% |
$408K - $449K
|
203K
$6.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 6.18% |
$344K - $379K
|
218K
$6.78M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.2K+ 6.55% |
$329K - $362K
|
198K
$6.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.8K+ 17.22% |
$320K - $352K
|
80.5K
$2.5M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.3K+ 20.66% |
$305K - $336K
|
65.9K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
11.1KNew |
$300K - $330K
|
11.1K
$344K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 7.52% |
$287K - $316K
|
152K
$4.71M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
9.15K+ 109.54% |
$247K - $272K
|
17.5K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.72K+ 8.57% |
$236K - $260K
|
110K
$3.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.67K+ 2.41% |
$234K - $258K
|
369K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.6K+ 10.29% |
$233K - $256K
|
92.3K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.57KNew |
$232K - $255K
|
8.57K
$266K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.46K+ 51.1% |
$229K - $252K
|
25K
$776K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.76KNew |
$210K - $231K
|
7.76K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.19K+ 3.13% |
$194K - $214K
|
237K
$7.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.99K+ 20.21% |
$189K - $208K
|
41.6K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
6.65K+ 7.84% |
$180K - $198K
|
91.4K
$2.84M
|