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
|
Stephens Inc
|
SELL
|
- |
-7.8K- 38.17% |
$306K - $332K
|
12.6K
$379K
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-8.79K- 68.95% |
$345K - $374K
|
3.96K
$119K
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.93K- 0.81% |
$351K - $380K
|
1.1M
$33M
|
|
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-10.5K- 3.02% |
$411K - $446K
|
336K
$10.1M
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-10.5KClosed |
$411K - $446K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-10.9K- 10.09% |
$427K - $463K
|
97.1K
$2.91M
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11K- 2.17% |
$434K - $470K
|
498K
$14.9M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.4K- 48.23% |
$448K - $486K
|
12.3K
$368K
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-11.5KClosed |
$451K - $488K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12KClosed |
$472K - $512K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-15.1KClosed |
$591K - $641K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-15.7K- 24.61% |
$618K - $670K
|
48.2K
$1.45M
|
|
|
Aug 10, 2021
Q2 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-18.9K- 2.63% |
$743K - $805K
|
700K
$21M
|
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-21KClosed |
$826K - $895K
|
0
$0
|
|
|
Sep 23, 2021
Q2 2021
|
Systelligence, LLC
|
SELL
|
- |
-21.8K- 32.47% |
$858K - $929K
|
45.4K
$1.36M
|
|
|
Jul 20, 2021
Q2 2021
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-22.6K- 21.17% |
$888K - $962K
|
84.2K
$2.53M
|
|
|
Aug 04, 2021
Q2 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-24.6K- 8.49% |
$964K - $1.04M
|
265K
$7.94M
|
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-26.8K- 11.71% |
$1.05M - $1.14M
|
202K
$6.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.2K- 1.76% |
$1.15M - $1.24M
|
1.63M
$48.9M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-31.1K- 96.25% |
$1.22M - $1.32M
|
1.21K
$36.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Old National Bancorp
|
SELL
|
- |
-31.2K- 25.01% |
$1.23M - $1.33M
|
93.6K
$2.81M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33.4K- 43.02% |
$1.31M - $1.42M
|
44.3K
$1.33M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-42.6K- 97.56% |
$1.67M - $1.81M
|
1.07K
$32K
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-47.1KClosed |
$1.85M - $2M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-49.1K- 4.6% |
$1.93M - $2.09M
|
1.02M
$30.5M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-59.8KClosed |
$2.35M - $2.54M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-77K- 28.65% |
$3.02M - $3.27M
|
192K
$5.75M
|
|
|
Jul 27, 2021
Q2 2021
|
Monument Capital Management
|
SELL
|
- |
-85.3KClosed |
$3.35M - $3.63M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-101KClosed |
$3.95M - $4.28M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-135K- 57.3% |
$5.29M - $5.73M
|
100K
$3.01M
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-139K- 23.18% |
$5.44M - $5.9M
|
459K
$13.8M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-169K- 71.84% |
$6.62M - $7.18M
|
66.1K
$1.98M
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-203K- 89.08% |
$7.96M - $8.62M
|
24.8K
$745K
|
|
|
Jul 21, 2021
Q2 2021
|
Raub Brock Capital Management LP
|
SELL
|
- |
-218KClosed |
$8.57M - $9.29M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-274K- 81.18% |
$10.7M - $11.6M
|
63.5K
$1.9M
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-382KClosed |
$15M - $16.3M
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-475KClosed |
$18.6M - $20.2M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-639K- 91.22% |
$25.1M - $27.2M
|
61.5K
$1.84M
|
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-701K- 25.36% |
$27.5M - $29.8M
|
2.06M
$61.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-742K- 97.62% |
$29.1M - $31.6M
|
18.1K
$542K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-866K- 95.09% |
$34M - $36.8M
|
44.7K
$1.34M
|
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.06M- 59.12% |
$41.4M - $44.9M
|
730K
$21.9M
|
|
|
Aug 11, 2021
Q2 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.43M- 34.72% |
$56.2M - $60.8M
|
2.69M
$80.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.78M- 89.92% |
$70M - $75.8M
|
200K
$5.99M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-3.54M- 99.41% |
$139M - $150M
|
20.8K
$625K
|
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.61MClosed |
$181M - $196M
|
0
$0
|