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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.39K+ 4.66% |
$101K - $108K
|
76.1K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.28K+ 88.67% |
$97.4K - $105K
|
6.98K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.07K+ 8.83% |
$91.2K - $98K
|
37.8K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.99K+ 16.12% |
$88.8K - $95.5K
|
21.5K
$744K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
2.93K+ 13.76% |
$87.1K - $93.6K
|
24.2K
$837K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.69K+ 1.56% |
$79.8K - $85.8K
|
174K
$6.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 10.82% |
$73.1K - $78.6K
|
25.2K
$871K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 2.11% |
$72.3K - $77.7K
|
118K
$4.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.26K+ 0.8% |
$67.2K - $72.2K
|
284K
$9.82M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 2.85% |
$59.8K - $64.3K
|
72.7K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.98K+ 15.51% |
$58.9K - $63.3K
|
14.8K
$510K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.84K+ 11.37% |
$54.8K - $58.9K
|
18.1K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 73.42% |
$51.5K - $55.3K
|
4.09K
$141K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.57K+ 3.69% |
$46.6K - $50.1K
|
44K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.47K+ 1.11% |
$43.7K - $47K
|
134K
$4.63M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 0.78% |
$40.9K - $43.9K
|
177K
$6.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.36K+ 4.53% |
$40.4K - $43.5K
|
31.4K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$39.9K - $42.8K
|
1.34K
$46.4K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.28K+ 9.0% |
$38.1K - $40.9K
|
15.5K
$537K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.24K+ 3.66% |
$36.8K - $39.5K
|
35.1K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.15K+ 0.38% |
$34.3K - $36.9K
|
301K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.09K+ 2.27% |
$32.4K - $34.8K
|
49.2K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
920+ 3.63% |
$27.3K - $29.4K
|
26.3K
$908K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
826+ 16.32% |
$24.5K - $26.4K
|
5.89K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
624+ 25.38% |
$18.5K - $19.9K
|
3.08K
$107K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
592+ 1.24% |
$17.6K - $18.9K
|
48.2K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
563+ 3.58% |
$16.7K - $18K
|
16.3K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
400+ 2.6% |
$11.9K - $12.8K
|
15.8K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
344+ 1.11% |
$10.2K - $11K
|
31.4K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
328+ 1.42% |
$9.75K - $10.5K
|
23.5K
$812K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
327+ 2.63% |
$9.72K - $10.4K
|
12.7K
$441K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
280+ 23.91% |
$8.32K - $8.94K
|
1.45K
$50.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
245+ 0.08% |
$7.28K - $7.83K
|
303K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
184New |
$5.47K - $5.88K
|
184
$6.36K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
180+ 0.37% |
$5.35K - $5.75K
|
49.4K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
172+ 8.19% |
$5.11K - $5.49K
|
2.27K
$78.5K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
163+ 0.55% |
$4.84K - $5.21K
|
29.5K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
124+ 0.87% |
$3.69K - $3.96K
|
14.4K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88New |
$2.62K - $2.81K
|
88
$3.04K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
58New |
$1.72K - $1.85K
|
58
$2.01K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
56New |
$1.66K - $1.79K
|
56
$1.94K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
33+ 50.0% |
$981 - $1.05K
|
99
$3.42K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26+ 2.09% |
$773 - $830
|
1.27K
$43.8K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 9.61% |
$654 - $703
|
251
$8.68K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.09% |
$89.2 - $95.8
|
3.3K
$114K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.08% |
$29.7 - $31.9
|
1.21K
$42K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$29.7 - $31.9
|
178
$6.15K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$29.7 - $31.9
|
7.13K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.09% |
$29.7 - $31.9
|
1.16K
$40.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|