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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2K- 1.32% |
$54.1K - $59.6K
|
150K
$4.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.2K- 9.04% |
$59.4K - $65.4K
|
22.1K
$686K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.28K- 14.96% |
$61.5K - $67.8K
|
12.9K
$402K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.78K- 11.23% |
$75K - $82.6K
|
21.9K
$681K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.28K- 12.59% |
$88.8K - $97.8K
|
22.8K
$708K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.89K- 2.45% |
$105K - $116K
|
155K
$4.8M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.97K- 8.96% |
$107K - $118K
|
40.3K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 11.85% |
$112K - $123K
|
30.8K
$955K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.26K- 36.69% |
$115K - $127K
|
7.35K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.82K- 1.52% |
$130K - $143K
|
312K
$9.68M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.33K- 24.14% |
$144K - $159K
|
16.8K
$520K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.36K- 10.13% |
$145K - $160K
|
47.6K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-6.17K- 8.51% |
$167K - $184K
|
66.3K
$2.06M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.49K- 12.52% |
$175K - $193K
|
45.4K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-6.93K- 19.4% |
$187K - $206K
|
28.8K
$894K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.98K- 10.95% |
$189K - $208K
|
56.7K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.7K- 2.55% |
$208K - $229K
|
294K
$9.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-9.16K- 25.59% |
$248K - $273K
|
26.6K
$827K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-10.5K- 53.33% |
$283K - $311K
|
9.16K
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 28.13% |
$295K - $325K
|
27.9K
$865K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14.2K- 54.97% |
$383K - $421K
|
11.6K
$360K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-16.3K- 29.56% |
$441K - $486K
|
38.9K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.8K- 25.68% |
$455K - $501K
|
48.7K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-17.7K- 24.38% |
$478K - $527K
|
54.9K
$1.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-20K- 42.77% |
$540K - $595K
|
26.7K
$830K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-21K- 8.61% |
$567K - $624K
|
222K
$6.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.2K- 4.57% |
$708K - $780K
|
547K
$17M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.6K- 27.01% |
$827K - $911K
|
82.7K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-31.8K- 62.06% |
$861K - $948K
|
19.5K
$604K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.4K- 7.36% |
$903K - $994K
|
420K
$13.1M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-38.9K- 55.92% |
$1.05M - $1.16M
|
30.6K
$951K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.7K- 26.16% |
$1.13M - $1.24M
|
118K
$3.65M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.3K- 23.44% |
$1.2M - $1.32M
|
145K
$4.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-49.1K- 35.54% |
$1.33M - $1.46M
|
89.1K
$2.76M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-51.3K- 51.21% |
$1.39M - $1.53M
|
48.9K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-52.2K- 41.07% |
$1.41M - $1.55M
|
74.9K
$2.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-57.2K- 87.09% |
$1.55M - $1.7M
|
8.48K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-58.6K- 3.67% |
$1.59M - $1.75M
|
1.54M
$47.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60.2K- 31.61% |
$1.63M - $1.79M
|
130K
$4.04M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-63.7K- 78.85% |
$1.72M - $1.9M
|
17.1K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-89.8K- 88.1% |
$2.43M - $2.67M
|
12.1K
$377K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-90K- 37.3% |
$2.43M - $2.68M
|
151K
$4.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-132K- 81.47% |
$3.57M - $3.93M
|
30K
$931K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-141K- 72.82% |
$3.82M - $4.21M
|
52.8K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-176K- 11.07% |
$4.76M - $5.24M
|
1.41M
$43.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-180K- 17.51% |
$4.87M - $5.36M
|
849K
$26.3M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-266K- 97.22% |
$7.18M - $7.91M
|
7.59K
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-274K- 86.48% |
$7.42M - $8.17M
|
42.9K
$1.33M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-285K- 7.01% |
$7.7M - $8.48M
|
3.78M
$117M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-285K- 7.01% |
$7.7M - $8.48M
|
3.78M
$117M
|