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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.39% |
$29.7 - $31.9
|
253
$8.75K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-9- 0.06% |
$267 - $287
|
14.8K
$512K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-18- 3.66% |
$535 - $575
|
474
$16.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-25- 0.31% |
$743 - $799
|
7.94K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-33- 0.32% |
$981 - $1.05K
|
10.4K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-43- 26.06% |
$1.28K - $1.37K
|
122
$4.22K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-54- 0.34% |
$1.6K - $1.72K
|
16K
$551K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-64- 27.47% |
$1.9K - $2.04K
|
169
$5.84K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-84- 1.84% |
$2.5K - $2.68K
|
4.48K
$155K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-85- 10.63% |
$2.53K - $2.71K
|
715
$24.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100Closed |
$2.97K - $3.19K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-112- 90.32% |
$3.33K - $3.58K
|
12
$415
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-124- 2.6% |
$3.69K - $3.96K
|
4.64K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-171- 1.48% |
$5.08K - $5.46K
|
11.4K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-220- 1.3% |
$6.54K - $7.03K
|
16.7K
$577K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-241- 1.75% |
$7.16K - $7.7K
|
13.5K
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-251- 2.5% |
$7.46K - $8.02K
|
9.8K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-280- 3.67% |
$8.32K - $8.94K
|
7.34K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-318- 0.72% |
$9.45K - $10.2K
|
44.1K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-339- 3.83% |
$10.1K - $10.8K
|
8.51K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-371- 0.81% |
$11K - $11.8K
|
45.5K
$1.57M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-410- 1.08% |
$12.2K - $13.1K
|
37.7K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-428- 4.41% |
$12.7K - $13.7K
|
9.29K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-500- 0.05% |
$14.9K - $16K
|
977K
$33.8M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-500- 3.01% |
$14.9K - $16K
|
16.1K
$557K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-571- 1.37% |
$17K - $18.2K
|
41K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-582- 2.28% |
$17.3K - $18.6K
|
25K
$864K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-587- 18.77% |
$17.4K - $18.7K
|
2.54K
$87.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-647- 6.41% |
$19.2K - $20.7K
|
9.44K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-700- 6.27% |
$20.8K - $22.4K
|
10.5K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-817- 2.51% |
$24.3K - $26.1K
|
31.8K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-842- 9.32% |
$25K - $26.9K
|
8.19K
$283K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-925- 3.83% |
$27.5K - $29.5K
|
23.2K
$803K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-994- 6.83% |
$29.5K - $31.7K
|
13.6K
$469K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1K- 99.6% |
$29.7K - $31.9K
|
4
$138
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-1.21K- 8.34% |
$36.1K - $38.8K
|
13.3K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 2.43% |
$37.2K - $40K
|
50.2K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.42K- 18.2% |
$42.3K - $45.5K
|
6.4K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.46K- 0.57% |
$43.4K - $46.7K
|
254K
$8.77M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.54K- 0.22% |
$45.7K - $49.1K
|
713K
$24.6M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 16.12% |
$47.3K - $50.8K
|
8.27K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.64K- 2.7% |
$48.7K - $52.4K
|
59.2K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2K- 74.07% |
$59.4K - $63.9K
|
700
$24.2K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.01K- 14.42% |
$59.8K - $64.2K
|
11.9K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.03K- 16.17% |
$60.4K - $64.9K
|
10.5K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.12K- 24.64% |
$62.9K - $67.6K
|
6.47K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.15K- 12.86% |
$63.9K - $68.7K
|
14.6K
$504K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.15K- 1.55% |
$64K - $68.7K
|
136K
$4.72M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.17K- 12.03% |
$64.6K - $69.4K
|
15.9K
$549K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.51K- 27.52% |
$74.7K - $80.2K
|
6.62K
$229K
|