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 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.56K- 19.44% |
$75.9K - $81.6K
|
10.6K
$366K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2.61K- 15.94% |
$77.4K - $83.2K
|
13.7K
$475K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.68K- 1.13% |
$79.7K - $85.7K
|
235K
$8.11M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-3.18K- 13.54% |
$94.6K - $102K
|
20.3K
$702K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 11.82% |
$101K - $108K
|
25.3K
$874K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3.42K- 11.17% |
$102K - $109K
|
27.2K
$941K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.53K- 97.95% |
$105K - $113K
|
74
$2.56K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.54K- 7.03% |
$105K - $113K
|
46.7K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.95K- 9.81% |
$117K - $126K
|
36.3K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.02K- 16.14% |
$119K - $128K
|
20.9K
$721K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-4.69K- 18.11% |
$139K - $150K
|
21.2K
$733K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6.24K- 12.69% |
$185K - $199K
|
42.9K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-6.62K- 35.16% |
$197K - $212K
|
12.2K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-6.66K- 7.39% |
$198K - $213K
|
83.5K
$2.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.02K- 27.25% |
$209K - $224K
|
18.7K
$648K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-8.05K- 8.07% |
$239K - $257K
|
91.8K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-8.79K- 4.64% |
$261K - $281K
|
181K
$6.25M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-9.18K- 38.71% |
$273K - $293K
|
14.5K
$502K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.89K- 7.73% |
$294K - $316K
|
118K
$4.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12K- 42.97% |
$358K - $384K
|
16K
$552K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-15K- 5.04% |
$446K - $479K
|
283K
$9.78M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-19.3K- 15.66% |
$573K - $615K
|
104K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.3K- 10.37% |
$632K - $679K
|
184K
$6.35M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.8K- 18.45% |
$708K - $761K
|
105K
$3.64M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-31.7K- 9.05% |
$942K - $1.01M
|
318K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.1K- 2.65% |
$1.19M - $1.28M
|
1.47M
$51M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-46.8K- 56.04% |
$1.39M - $1.5M
|
36.7K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-47.9K- 17.38% |
$1.42M - $1.53M
|
228K
$7.87M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-50.5K- 85.83% |
$1.5M - $1.61M
|
8.34K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86.9K- 22.68% |
$2.58M - $2.77M
|
296K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-90.3K- 5.87% |
$2.68M - $2.88M
|
1.45M
$50.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-99.2K- 83.93% |
$2.95M - $3.17M
|
19K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-106K- 32.61% |
$3.15M - $3.39M
|
219K
$7.58M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-137K- 61.42% |
$4.06M - $4.36M
|
85.9K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-449K- 24.84% |
$13.4M - $14.4M
|
1.36M
$47M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-515K- 14.6% |
$15.3M - $16.4M
|
3.01M
$104M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-527K- 60.61% |
$15.7M - $16.8M
|
343K
$11.9M
|