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 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.2K+ 7.45% |
$1.23M - $1.33M
|
451K
$13.5M
|
|
|
Apr 24, 2024
Q2 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
31.1K+ 9.25% |
$1.22M - $1.32M
|
368K
$11M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30.2KNew |
$1.19M - $1.29M
|
30.2K
$907K
|
|
|
Aug 12, 2021
Q2 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
30.2KNew |
$1.19M - $1.29M
|
30.2K
$907K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.7K+ 24.06% |
$1.13M - $1.22M
|
148K
$4.44M
|
|
|
Jul 23, 2021
Q2 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28.5KNew |
$1.12M - $1.21M
|
28.5K
$856K
|
|
|
Jul 21, 2021
Q2 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
27.1KNew |
$1.06M - $1.15M
|
27.1K
$812K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
26.4KNew |
$1.04M - $1.12M
|
26.4K
$792K
|
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
25.6K+ 19.03% |
$1.01M - $1.09M
|
160K
$4.81M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.3K+ 6.52% |
$993K - $1.08M
|
414K
$12.4M
|
|
|
Aug 04, 2021
Q2 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
24.6K+ 9.28% |
$964K - $1.04M
|
289K
$8.68M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.5K+ 223.73% |
$924K - $1M
|
34.1K
$1.02M
|
|
|
Jul 19, 2021
Q2 2021
|
Astor Investment Management LLC
|
BUY
|
- |
22.8K+ 5.19% |
$895K - $970K
|
462K
$13.9M
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.4KNew |
$880K - $954K
|
22.4K
$673K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.3K+ 16.98% |
$877K - $950K
|
154K
$4.61M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.2K+ 18.45% |
$873K - $946K
|
143K
$4.28M
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
21K+ 11.14% |
$825K - $894K
|
210K
$6.29M
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
20.9K+ 12.59% |
$822K - $891K
|
187K
$5.62M
|
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20.4K+ 67.39% |
$801K - $868K
|
50.7K
$1.52M
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.3K+ 9.25% |
$798K - $865K
|
240K
$7.21M
|
|
|
Jul 15, 2021
Q2 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
19.8K+ 9.54% |
$779K - $844K
|
228K
$6.84M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 13.48% |
$737K - $799K
|
158K
$4.74M
|
|
|
Aug 04, 2021
Q2 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
18.5K+ 9.17% |
$727K - $787K
|
220K
$6.61M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
18.2K+ 126.58% |
$714K - $773K
|
32.5K
$976K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 29.27% |
$691K - $748K
|
77.7K
$2.33M
|
|
|
Aug 06, 2021
Q2 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.3K+ 8.8% |
$678K - $734K
|
213K
$6.4M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.5K+ 114.42% |
$649K - $703K
|
31K
$930K
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
16KNew |
$629K - $681K
|
16K
$480K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
15.2K+ 36.5% |
$598K - $648K
|
57K
$1.71M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.6K+ 70.48% |
$572K - $619K
|
35.2K
$1.06M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 6.06% |
$556K - $602K
|
247K
$7.42M
|
|
|
Aug 16, 2021
Q2 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
13.4KNew |
$525K - $569K
|
13.4K
$401K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
13.3K+ 15.19% |
$523K - $566K
|
101K
$3.03M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
13.3K+ 14.72% |
$521K - $564K
|
103K
$3.1M
|
|
|
Aug 03, 2021
Q2 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
12.8K+ 2.62% |
$504K - $546K
|
502K
$15.1M
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.6KNew |
$493K - $535K
|
12.6K
$377K
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.1K+ 49.84% |
$476K - $515K
|
36.4K
$1.09M
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.1K+ 8.68% |
$474K - $514K
|
151K
$4.54M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
11.9K+ 2009.48% |
$466K - $505K
|
12.5K
$374K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.8K+ 2.45% |
$465K - $503K
|
496K
$14.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.4K+ 5.75% |
$449K - $487K
|
211K
$6.32M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 22.13% |
$449K - $487K
|
63.1K
$1.89M
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.4K+ 77.73% |
$449K - $486K
|
26.1K
$784K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 14.36% |
$435K - $471K
|
88.2K
$2.65M
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.9K+ 37.65% |
$427K - $462K
|
39.7K
$1.19M
|
|
|
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.7K+ 4.75% |
$421K - $456K
|
237K
$7.1M
|
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
9.68K+ 59.23% |
$380K - $412K
|
26K
$781K
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.11KNew |
$357K - $387K
|
9.11K
$273K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.88K+ 10.33% |
$349K - $378K
|
94.9K
$2.85M
|
|
|
Jul 27, 2021
Q2 2021
|
Optas, LLC
|
BUY
|
- |
8.66K+ 14.43% |
$340K - $368K
|
68.7K
$2.06M
|