Purchases and Sales Made in Q2 2022 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q2 2022. 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 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
436KNew |
$12.3M - $14.7M
|
436K
$13.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
329K+ 11607.34% |
$9.27M - $11.1M
|
332K
$10.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
279K+ 10.53% |
$7.86M - $9.43M
|
2.93M
$90.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
232K+ 586.64% |
$6.54M - $7.83M
|
271K
$8.42M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
181KNew |
$5.11M - $6.13M
|
181K
$5.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
161K+ 24.53% |
$4.54M - $5.45M
|
818K
$25.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
152KNew |
$4.27M - $5.12M
|
152K
$4.7M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
130K+ 56960.26% |
$3.68M - $4.41M
|
131K
$4.06M
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
127KNew |
$3.59M - $4.31M
|
127K
$3.96M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
125K+ 459.01% |
$3.53M - $4.23M
|
152K
$4.73M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
115K+ 242.67% |
$3.24M - $3.89M
|
163K
$5.04M
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
87.7KNew |
$2.47M - $2.96M
|
87.7K
$2.72M
|
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
66.2K+ 19.28% |
$1.87M - $2.24M
|
409K
$12.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
45.6K+ 878.15% |
$1.29M - $1.54M
|
50.8K
$1.58M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
37.5K+ 10.89% |
$1.06M - $1.27M
|
382K
$11.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.1K+ 6.91% |
$990K - $1.19M
|
543K
$16.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
33.5K+ 1277.46% |
$944K - $1.13M
|
36.1K
$1.12M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
33.2K+ 15.67% |
$937K - $1.12M
|
245K
$7.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.7K+ 25.68% |
$893K - $1.07M
|
155K
$4.81M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
30.2K+ 16.1% |
$851K - $1.02M
|
218K
$6.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
28.3K+ 369.86% |
$797K - $956K
|
35.9K
$1.12M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
27.6K+ 149.98% |
$778K - $933K
|
46K
$1.43M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.1K+ 28.79% |
$736K - $882K
|
117K
$3.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9K+ 29.81% |
$702K - $841K
|
108K
$3.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24.7K+ 7.59% |
$695K - $834K
|
350K
$10.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
24.3K+ 5.89% |
$686K - $822K
|
438K
$13.6M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
24K+ 58.16% |
$676K - $810K
|
65.2K
$2.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
23.9K+ 16.95% |
$673K - $807K
|
165K
$5.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Refined Wealth Management
|
BUY
|
- |
19.2K+ 16.57% |
$540K - $647K
|
135K
$4.18M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
16.9K+ 17.52% |
$477K - $571K
|
113K
$3.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15.4K+ 10.05% |
$433K - $519K
|
168K
$5.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 98.53% |
$388K - $465K
|
27.8K
$862K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
13.1KNew |
$368K - $442K
|
13.1K
$406K
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
12.8K+ 14.88% |
$361K - $432K
|
98.8K
$3.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.8KNew |
$360K - $431K
|
12.8K
$396K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
12.3K+ 4.47% |
$347K - $416K
|
288K
$8.93M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12.3K+ 80.52% |
$346K - $415K
|
27.5K
$854K
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 3.15% |
$289K - $346K
|
336K
$10.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
9.36K+ 1009.17% |
$264K - $316K
|
10.3K
$319K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
9.16K+ 1.19% |
$258K - $309K
|
780K
$24.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.75K+ 12.36% |
$247K - $295K
|
79.5K
$2.47M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.35KNew |
$235K - $282K
|
8.35K
$259K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.4K+ 4.54% |
$181K - $216K
|
147K
$4.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
6.21K+ 2.09% |
$175K - $210K
|
303K
$9.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.1K+ 38.03% |
$172K - $206K
|
22.1K
$687K
|
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
BUY
|
- |
5.67K+ 4.53% |
$160K - $192K
|
131K
$4.06M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.56K+ 4.39% |
$157K - $188K
|
132K
$4.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
5.5K+ 29.3% |
$155K - $186K
|
24.3K
$753K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.32K+ 2.39% |
$150K - $180K
|
228K
$7.07M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
4.72K+ 83.0% |
$133K - $160K
|
10.4K
$323K
|