Purchases and Sales Made in Q2 2021 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
7.76MNew |
$305M - $330M
|
7.76M
$233M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.21MNew |
$165M - $179M
|
4.21M
$126M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.73M+ 37.11% |
$68M - $73.7M
|
6.4M
$192M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.33M+ 273.68% |
$52.2M - $56.5M
|
1.81M
$54.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
751K+ 7741.27% |
$29.5M - $31.9M
|
760K
$22.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
622KNew |
$24.4M - $26.5M
|
622K
$18.7M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
422K+ 61.62% |
$16.6M - $18M
|
1.11M
$33.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
288KNew |
$11.3M - $12.2M
|
288K
$8.64M
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
271K+ 34.77% |
$10.7M - $11.5M
|
1.05M
$31.6M
|
|
|
Jul 27, 2021
Q2 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
251K+ 210.56% |
$9.85M - $10.7M
|
370K
$11.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
242K+ 2416.05% |
$9.48M - $10.3M
|
252K
$7.55M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
203KNew |
$7.99M - $8.66M
|
203K
$6.1M
|
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
185KNew |
$7.25M - $7.85M
|
185K
$5.54M
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
180K+ 432.95% |
$7.08M - $7.67M
|
222K
$6.66M
|
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
155K+ 157.75% |
$6.09M - $6.6M
|
254K
$7.61M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
150K+ 611.54% |
$5.87M - $6.36M
|
174K
$5.22M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
141K+ 70.7% |
$5.54M - $6M
|
341K
$10.2M
|
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
BUY
|
- |
135KNew |
$5.28M - $5.72M
|
135K
$4.04M
|
|
|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
119KNew |
$4.66M - $5.05M
|
119K
$3.56M
|
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
113K+ 70.09% |
$4.43M - $4.81M
|
274K
$8.22M
|
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
- |
109K+ 555.84% |
$4.29M - $4.64M
|
129K
$3.86M
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
104K+ 52.48% |
$4.09M - $4.43M
|
303K
$9.08M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104K+ 18.99% |
$4.07M - $4.41M
|
650K
$19.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
94.2K+ 25.47% |
$3.7M - $4.01M
|
464K
$13.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
90.3K+ 14.38% |
$3.55M - $3.84M
|
718K
$21.6M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
86.6K+ 25.69% |
$3.4M - $3.68M
|
424K
$12.7M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
79.1KNew |
$3.1M - $3.36M
|
79.1K
$2.37M
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
76.9K+ 23.91% |
$3.02M - $3.27M
|
399K
$12M
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
BUY
|
- |
71.2K+ 38.38% |
$2.8M - $3.03M
|
257K
$7.71M
|
|
|
Aug 04, 2021
Q2 2021
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
66.5K+ 6.25% |
$2.61M - $2.83M
|
1.13M
$33.9M
|
|
|
Jul 15, 2021
Q2 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
64.6K+ 32.12% |
$2.54M - $2.75M
|
266K
$7.97M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
62.9K+ 380.46% |
$2.47M - $2.68M
|
79.5K
$2.38M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
61K+ 7.49% |
$2.4M - $2.6M
|
875K
$26.3M
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
53.4K+ 99.96% |
$2.1M - $2.27M
|
107K
$3.2M
|
|
|
Jul 20, 2021
Q2 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
51.7K+ 23.94% |
$2.03M - $2.2M
|
268K
$8.03M
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
48.4K+ 428.62% |
$1.9M - $2.06M
|
59.7K
$1.79M
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
48.3K+ 10.12% |
$1.9M - $2.06M
|
526K
$15.8M
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
48.2K+ 65.57% |
$1.89M - $2.05M
|
122K
$3.65M
|
|
|
Aug 03, 2021
Q2 2021
|
Estate Counselors, LLC
|
BUY
|
- |
47.7K+ 25.77% |
$1.87M - $2.03M
|
233K
$6.98M
|
|
|
Aug 16, 2021
Q2 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
45K+ 265.26% |
$1.77M - $1.92M
|
62K
$1.86M
|
|
|
Jul 23, 2021
Q2 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
44K+ 36.14% |
$1.73M - $1.87M
|
166K
$4.97M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
43.6K+ 60509.72% |
$1.71M - $1.85M
|
43.6K
$1.31M
|
|
|
Jul 23, 2021
Q2 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
43.5KNew |
$1.71M - $1.85M
|
43.5K
$1.31M
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38.6K+ 71.89% |
$1.52M - $1.64M
|
92.4K
$2.77M
|
|
|
Jun 17, 2024
Q2 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
37.2K+ 9.08% |
$1.46M - $1.58M
|
447K
$13.4M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.2K+ 16.25% |
$1.42M - $1.54M
|
259K
$7.76M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33.8K+ 35.92% |
$1.33M - $1.44M
|
128K
$3.83M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.7K+ 12.56% |
$1.32M - $1.43M
|
302K
$9.07M
|
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
BUY
|
- |
33.4K+ 473.65% |
$1.31M - $1.42M
|
40.5K
$1.21M
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
32K+ 9.69% |
$1.26M - $1.36M
|
362K
$10.9M
|