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 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
40New |
$1.57K - $1.7K
|
40
$1.2K
|
|
Jul 19, 2021
Q2 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
34+ 0.53% |
$1.33K - $1.45K
|
6.49K
$195K
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
27+ 2.02% |
$1.06K - $1.15K
|
1.36K
$40.8K
|
|
Aug 04, 2021
Q2 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
24+ 0.46% |
$942 - $1.02K
|
5.2K
$156K
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
24+ 0.49% |
$942 - $1.02K
|
4.95K
$149K
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.51% |
$118 - $128
|
593
$17.8K
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.14% |
$39.3 - $42.5
|
718
$21.5K
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40Closed |
$1.57K - $1.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-48Closed |
$1.88K - $2.04K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-65- 17.71% |
$2.55K - $2.77K
|
302
$9.06K
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-100Closed |
$3.93K - $4.25K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-166Closed |
$6.52K - $7.06K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-206- 0.08% |
$8.09K - $8.76K
|
260K
$7.81M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-263- 4.08% |
$10.3K - $11.2K
|
6.18K
$185K
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-278- 3.09% |
$10.9K - $11.8K
|
8.71K
$261K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-296- 0.62% |
$11.6K - $12.6K
|
47.1K
$1.41M
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-364- 5.9% |
$14.3K - $15.5K
|
5.81K
$174K
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-417Closed |
$16.4K - $17.7K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-475Closed |
$18.6K - $20.2K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-561- 27.54% |
$22K - $23.9K
|
1.48K
$44.3K
|
|
Aug 05, 2021
Q2 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-612- 0.27% |
$24K - $26K
|
222K
$6.67M
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-646- 0.09% |
$25.4K - $27.5K
|
686K
$20.6M
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
SELL
|
- |
-702- 2.35% |
$27.6K - $29.9K
|
29.2K
$876K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-714Closed |
$28K - $30.4K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-761- 3.71% |
$29.9K - $32.4K
|
19.8K
$593K
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-827Closed |
$32.5K - $35.2K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-837- 0.2% |
$32.9K - $35.6K
|
421K
$12.6M
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-939- 2.37% |
$36.9K - $39.9K
|
38.7K
$1.16M
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1K- 16.13% |
$39.3K - $42.5K
|
5.2K
$156K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$41.8K - $45.3K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.11K- 35.49% |
$43.6K - $47.2K
|
2.02K
$60.5K
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.38K- 44.88% |
$54.2K - $58.7K
|
1.7K
$50.9K
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.42K- 5.37% |
$55.9K - $60.5K
|
25.1K
$752K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.44K- 1.63% |
$56.6K - $61.3K
|
87.2K
$2.61M
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.76KClosed |
$69.2K - $75K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2K- 24.25% |
$78.5K - $85.1K
|
6.25K
$187K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2K- 10.63% |
$78.6K - $85.2K
|
16.8K
$505K
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.2K- 52.86% |
$86.5K - $93.7K
|
1.97K
$59K
|
|
Jul 23, 2021
Q2 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.34K- 1.52% |
$91.7K - $99.3K
|
151K
$4.52M
|
|
Jul 23, 2021
Q2 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-2.43K- 2.58% |
$95.2K - $103K
|
91.7K
$2.75M
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.1K- 6.26% |
$122K - $132K
|
46.4K
$1.39M
|
|
Aug 02, 2021
Q2 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-4.17K- 1.14% |
$164K - $177K
|
363K
$10.9M
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.51K- 1.94% |
$177K - $192K
|
228K
$6.83M
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.72K- 3.6% |
$185K - $201K
|
126K
$3.78M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.43K- 5.14% |
$213K - $231K
|
100K
$3.01M
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5.79K- 31.21% |
$227K - $246K
|
12.8K
$383K
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.87KClosed |
$230K - $250K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.11K- 24.69% |
$240K - $260K
|
18.6K
$559K
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.12K- 8.09% |
$280K - $303K
|
80.8K
$2.43M
|