Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q1 2025. 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, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.41MNew |
$41.9M - $45M
|
1.41M
$48.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05M+ 76.96% |
$31.1M - $33.4M
|
2.4M
$83.1M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
185K+ 1480.29% |
$5.49M - $5.9M
|
197K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
102KNew |
$3.04M - $3.27M
|
102K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
94.1K+ 1162.78% |
$2.8M - $3M
|
102K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
91.1K+ 120.32% |
$2.71M - $2.91M
|
167K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.2K+ 4.5% |
$2.65M - $2.85M
|
2.07M
$71.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.9KNew |
$1.6M - $1.72M
|
53.9K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.8K+ 38.58% |
$1.18M - $1.27M
|
143K
$4.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 6.36% |
$968K - $1.04M
|
544K
$18.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.7K+ 5.57% |
$913K - $981K
|
582K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.5K+ 3.62% |
$846K - $910K
|
816K
$28.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
27.7K+ 1.69% |
$824K - $885K
|
1.67M
$57.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27.7K+ 172918.75% |
$822K - $884K
|
27.7K
$957K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
23.7K+ 6.34% |
$703K - $756K
|
397K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
23.2K+ 6.94% |
$689K - $740K
|
357K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
22.5K+ 11.13% |
$667K - $717K
|
224K
$7.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21.6K+ 10.63% |
$643K - $691K
|
225K
$7.78M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.9K+ 17.95% |
$620K - $666K
|
137K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19.2K+ 122.42% |
$570K - $612K
|
34.8K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
18.2K+ 3.31% |
$541K - $581K
|
569K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.2K+ 47.14% |
$511K - $549K
|
53.7K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.1K+ 5.27% |
$508K - $545K
|
341K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16.7K+ 71.19% |
$497K - $535K
|
40.3K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16KNew |
$477K - $512K
|
16K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.6K+ 10.52% |
$404K - $434K
|
143K
$4.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12.7K+ 10.43% |
$379K - $407K
|
135K
$4.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.4K+ 3.69% |
$338K - $363K
|
319K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
11.2KNew |
$333K - $358K
|
11.2K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
10.4K+ 5.7% |
$309K - $332K
|
193K
$6.67M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.79K+ 94.16% |
$291K - $313K
|
20.2K
$698K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.52K+ 10.92% |
$283K - $304K
|
96.6K
$3.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.52KNew |
$253K - $272K
|
8.52K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.51K+ 5.79% |
$253K - $272K
|
155K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.46KNew |
$251K - $270K
|
8.46K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.25K+ 87.33% |
$245K - $263K
|
17.7K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.94KNew |
$236K - $253K
|
7.94K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.56KNew |
$225K - $241K
|
7.56K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.64KNew |
$197K - $212K
|
6.64K
$230K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.61K+ 22.84% |
$197K - $211K
|
35.6K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
6.57K+ 2.17% |
$195K - $210K
|
309K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.54KNew |
$194K - $209K
|
6.54K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
5.55K+ 24.01% |
$165K - $177K
|
28.6K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.38K+ 457.7% |
$160K - $172K
|
6.55K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.24K+ 17.02% |
$156K - $167K
|
36K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.97K+ 6.05% |
$148K - $159K
|
87.1K
$3.01M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.58K+ 2.78% |
$136K - $146K
|
169K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.25K+ 25.45% |
$126K - $136K
|
21K
$725K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
3.77K+ 8.06% |
$112K - $121K
|
50.6K
$1.75M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.55K+ 6832.69% |
$106K - $113K
|
3.61K
$125K
|