Purchases and Sales Made in Q2 2021 in Wisdomtree Tr Emerging Mkts Ex (XSOE)

XSOE Quotes by TradingView

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 20, 2021 Q2 2021
Professional Financial Advisors, LLC

BUY
 -
2.66K
+ 6.41%
$104K - $113K
44.1K $1.32M
Jul 15, 2021 Q2 2021
Yhb Investment Advisors, Inc.

BUY
 -
2.64K
+ 37.1%
$104K - $112K
9.76K $293K
Jul 19, 2021 Q2 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.63K
+ 49.97%
$103K - $112K
7.9K $237K
Aug 02, 2021 Q2 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
2.53K
New
$99.1K - $107K
2.53K $75.8K
Aug 19, 2021 Q2 2021
Garde Capital, Inc.

Seattle, WA
BUY
 -
2.43K
New
$95.5K - $103K
2.43K $73K
Aug 13, 2021 Q2 2021
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
2.35K
+ 32.71%
$92.1K - $99.8K
9.52K $286K
Aug 06, 2021 Q2 2021
Clear Harbor Asset Management, LLC

BUY
 -
2.34K
+ 28.7%
$91.9K - $99.6K
10.5K $315K
Jul 19, 2021 Q2 2021
Wt Wealth Management

BUY
 -
2.23K
+ 6.47%
$87.4K - $94.7K
36.6K $1.1M
Aug 12, 2021 Q2 2021
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.2K
+ 25.42%
$86.5K - $93.8K
10.9K $326K
Aug 11, 2021 Q2 2021
Koss Olinger Consulting, LLC

BUY
 -
2.19K
+ 9.38%
$86.1K - $93.3K
25.6K $768K
Aug 09, 2021 Q2 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
2.11K
+ 12.12%
$82.7K - $89.6K
19.5K $585K
Aug 16, 2021 Q2 2021
First Heartland Consultants, Inc.

BUY
 -
2.05K
+ 0.47%
$80.5K - $87.2K
434K $13M
Aug 02, 2021 Q2 2021
Sterling Financial Planning, Inc.

BUY
 -
2K
New
$78.5K - $85.1K
2K $60K
Jul 12, 2021 Q2 2021
Paragon Wealth Strategies, LLC

BUY
 -
1.96K
New
$76.8K - $83.3K
1.96K $58.7K
Aug 13, 2021 Q2 2021
Parisi Gray Wealth Management

BUY
 -
1.55K
New
$60.9K - $65.9K
1.55K $46.5K
Jul 20, 2021 Q2 2021
Webster Bank, N. A.

BUY
 -
1.48K
+ 10.57%
$58.1K - $63K
15.5K $465K
Aug 04, 2021 Q2 2021
Esl Trust Services, LLC

BUY
 -
1.48K
+ 0.22%
$57.9K - $62.7K
676K $20.3M
Jul 14, 2021 Q2 2021
Beacon Financial Advisory LLC

BUY
 -
1.4K
+ 12.13%
$54.9K - $59.5K
12.9K $388K
Jul 19, 2021 Q2 2021
Tfg Advisers LLC

BUY
 -
1.38K
+ 13.98%
$54.2K - $58.7K
11.3K $338K
Aug 11, 2021 Q2 2021
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
1.26K
+ 6.03%
$49.3K - $53.4K
22.1K $662K
Aug 02, 2021 Q2 2021
Modera Wealth Management, LLC

BUY
 -
1.23K
+ 21.09%
$48.4K - $52.5K
7.09K $213K
Aug 16, 2021 Q2 2021
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
1.23K
+ 92.27%
$48.3K - $52.3K
2.56K $76.8K
Jul 26, 2021 Q2 2021
Ford Financial Group, LLC

BUY
 -
1.19K
New
$46.9K - $50.8K
1.19K $35.8K
Jul 22, 2021 Q2 2021
Sightline Wealth Advisors, LLC

BUY
 -
1.16K
+ 3.03%
$45.4K - $49.2K
39.3K $1.18M
Jul 08, 2021 Q2 2021
Geneos Wealth Management Inc.

BUY
 -
1.1K
+ 5.34%
$43.2K - $46.8K
21.7K $652K
Aug 09, 2021 Q2 2021
Belpointe Asset Management LLC

BUY
 -
1.09K
+ 2.71%
$43K - $46.5K
41.4K $1.24M
Jun 02, 2022 Q2 2021
Sheaff Brock Investment Advisors, LLC

BUY
 -
1K
+ 19.23%
$39.3K - $42.5K
6.2K $186K
Jul 19, 2021 Q2 2021
Fifth Third Securities, Inc.

BUY
 -
975
+ 5.73%
$38.3K - $41.5K
18K $540K
Jul 19, 2021 Q2 2021
Lex Aurum Advisors, LLC

BUY
 -
899
+ 5.61%
$35.3K - $38.2K
16.9K $507K
Aug 05, 2021 Q2 2021
Washington Trust CO

BUY
 -
867
+ 479.01%
$34K - $36.9K
1.05K $31.4K
Aug 10, 2021 Q2 2021
Psi Advisors, LLC

BUY
 -
758
+ 2.7%
$29.8K - $32.2K
28.9K $866K
Aug 04, 2021 Q2 2021
Lee Financial CO

Dallas, TX
BUY
 -
633
New
$24.9K - $26.9K
633 $19K
Jul 16, 2021 Q2 2021
Western Financial Corporation

BUY
 -
583
+ 10.96%
$22.9K - $24.8K
5.9K $177K
Aug 31, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
563
+ 4.74%
$22.1K - $24K
12.5K $374K
Aug 13, 2021 Q2 2021
Lavaca Capital LLC

Houston, TX
BUY
 -
443
+ 7.17%
$17.4K - $18.8K
6.63K $199K
Aug 13, 2021 Q2 2021
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
437
+ 0.4%
$17.2K - $18.6K
109K $3.27M
Jul 19, 2021 Q2 2021
Tsfg, LLC

BUY
 -
312
+ 24.88%
$12.2K - $13.3K
1.57K $47K
Aug 05, 2021 Q2 2021
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
255
+ 1.87%
$10K - $10.8K
13.9K $416K
Aug 12, 2021 Q2 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
244
+ 4.53%
$9.58K - $10.4K
5.64K $169K
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

BUY
 -
236
+ 88.39%
$9.27K - $10K
503 $15.1K
Aug 13, 2021 Q2 2021
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
223
+ 0.62%
$8.75K - $9.49K
36.2K $1.09M
Aug 02, 2021 Q2 2021
Td Capital Management LLC

Memphis, TN
BUY
 -
197
+ 289.71%
$7.73K - $8.38K
265 $7.95K
Aug 06, 2021 Q2 2021
Center For Asset Management LLC

BUY
 -
193
+ 2.43%
$7.58K - $8.21K
8.15K $245K
Aug 09, 2021 Q2 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
178
+ 3.76%
$6.99K - $7.57K
4.92K $147K
Nov 09, 2023 Q2 2021
Brewin Dolphin LTD

London, X0
BUY
 -
176
+ 103.53%
$6.91K - $7.49K
346 $10.4K
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
BUY
 -
176
+ 1.36%
$6.91K - $7.49K
13.2K $395K
Aug 02, 2021 Q2 2021
Key F Inancial Inc

BUY
 -
175
+ 291.67%
$6.87K - $7.44K
235 $7.05K
Sep 07, 2021 Q2 2021
Newbridge Financial Services Group, Inc.

BUY
 -
92
New
$3.61K - $3.91K
92 $2.76K
Aug 16, 2021 Q2 2021
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
70
+ 0.73%
$2.75K - $2.98K
9.69K $291K

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