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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.21K+ 10.94% |
$322K - $349K
|
83.3K
$2.5M
|
|
|
Jul 26, 2021
Q2 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
8.08K+ 47.01% |
$317K - $344K
|
25.3K
$758K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
8.07KNew |
$317K - $343K
|
8.07K
$242K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.02K+ 19.19% |
$315K - $341K
|
49.8K
$1.49M
|
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.96KNew |
$312K - $338K
|
7.96K
$239K
|
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.34KNew |
$288K - $312K
|
7.34K
$220K
|
|
|
Aug 12, 2021
Q2 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
6.78K+ 26.45% |
$266K - $288K
|
32.4K
$972K
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.75K+ 2.92% |
$265K - $287K
|
237K
$7.12M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
6.61K+ 14.73% |
$259K - $281K
|
51.5K
$1.54M
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
5.82KNew |
$229K - $248K
|
5.82K
$175K
|
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.6K+ 61.93% |
$220K - $238K
|
14.7K
$440K
|
|
|
Aug 10, 2021
Q2 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
5.5K+ 8.85% |
$216K - $234K
|
67.6K
$2.03M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
5.27KNew |
$207K - $224K
|
5.27K
$158K
|
|
|
Aug 13, 2021
Q2 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.27KNew |
$207K - $224K
|
5.27K
$158K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.22KNew |
$205K - $222K
|
5.22K
$157K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.14K+ 16.95% |
$202K - $219K
|
35.5K
$1.06M
|
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
BUY
|
- |
5.08K+ 32.27% |
$199K - $216K
|
20.8K
$624K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5K+ 15.62% |
$196K - $212K
|
37K
$1.11M
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.78KNew |
$188K - $203K
|
4.78K
$143K
|
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
4.77K+ 26.09% |
$187K - $203K
|
23K
$691K
|
|
|
Jul 19, 2021
Q2 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.63K+ 5.53% |
$182K - $197K
|
88.3K
$2.65M
|
|
|
Aug 11, 2021
Q2 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.61K+ 278.78% |
$181K - $196K
|
6.27K
$188K
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.58K+ 45.4% |
$180K - $195K
|
14.7K
$440K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
4.5K+ 245.68% |
$177K - $191K
|
6.33K
$190K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.47K+ 0.55% |
$176K - $190K
|
815K
$24.4M
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.47K+ 6.25% |
$176K - $190K
|
76K
$2.28M
|
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.27K+ 10.62% |
$167K - $181K
|
44.4K
$1.33M
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.24K+ 17.4% |
$167K - $180K
|
28.6K
$858K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.23K+ 31.59% |
$166K - $180K
|
17.6K
$529K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
3.89K+ 15.63% |
$153K - $165K
|
28.8K
$863K
|
|
|
Jul 16, 2021
Q2 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.85K+ 2.83% |
$151K - $164K
|
140K
$4.19M
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
BUY
|
- |
3.81K+ 6.9% |
$150K - $162K
|
59K
$1.77M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.78K+ 44.11% |
$148K - $161K
|
12.3K
$370K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.77K+ 7.74% |
$148K - $160K
|
52.5K
$1.57M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.69K+ 19.32% |
$145K - $157K
|
22.8K
$683K
|
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.68K+ 11.54% |
$145K - $157K
|
35.6K
$1.07M
|
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.56K+ 3.84% |
$140K - $151K
|
96.2K
$2.89M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.53KNew |
$139K - $150K
|
3.53K
$106K
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.34K+ 4.68% |
$131K - $142K
|
74.8K
$2.24M
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.34K+ 3.79% |
$131K - $142K
|
91.5K
$2.75M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.31K+ 7.11% |
$130K - $141K
|
49.8K
$1.49M
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.2K+ 18.72% |
$126K - $136K
|
20.3K
$609K
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.19K+ 5.42% |
$125K - $136K
|
62.1K
$1.86M
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.18K+ 5.49% |
$125K - $135K
|
61K
$1.83M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.13K+ 56.58% |
$123K - $133K
|
8.66K
$260K
|
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.87K+ 30.46% |
$113K - $122K
|
12.3K
$369K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.84K+ 0.74% |
$112K - $121K
|
387K
$11.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.83K+ 7.02% |
$111K - $120K
|
43.1K
$1.29M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.79K+ 35.51% |
$109K - $118K
|
10.6K
$319K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.68KNew |
$105K - $114K
|
2.68K
$80.4K
|