Purchases and Sales Made in Q2 2022 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 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
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-41.9K
Closed
$1.18M - $1.42M
0 $0
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-47.4K
Closed
$1.34M - $1.6M
0 $0
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-48.6K
- 18.11%
$1.37M - $1.64M
220K $6.6M
Jul 25, 2022 Q2 2022
Tnf LLC

SELL
 -
-50.5K
- 83.7%
$1.42M - $1.7M
9.83K $295K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-51.8K
- 6.37%
$1.46M - $1.75M
762K $22.9M
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

SELL
 -
-53.4K
- 84.43%
$1.51M - $1.81M
9.85K $296K
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

SELL
 -
-54.2K
- 19.42%
$1.53M - $1.83M
225K $6.74M
Jul 15, 2022 Q2 2022
Mayflower Financial Advisors, LLC

SELL
 -
-55.2K
- 30.18%
$1.56M - $1.86M
128K $3.83M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-58.4K
- 24.93%
$1.65M - $1.97M
176K $5.28M
Aug 12, 2022 Q2 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-58.8K
- 28.89%
$1.66M - $1.99M
145K $4.34M
Aug 08, 2022 Q2 2022
Full Sail Capital, LLC

Oklahoma City, OK
SELL
 -
-66.1K
- 8.33%
$1.86M - $2.23M
727K $21.8M
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

SELL
 -
-66.6K
- 89.81%
$1.88M - $2.25M
7.55K $227K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-69.3K
- 5.49%
$1.95M - $2.34M
1.19M $35.8M
Jul 15, 2022 Q2 2022
Spectrum Planning & Advisory Services Inc.

SELL
 -
-69.5K
Closed
$1.96M - $2.35M
0 $0
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

SELL
 -
-71.7K
Closed
$2.02M - $2.42M
0 $0
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-78.5K
- 11.1%
$2.21M - $2.65M
628K $18.9M
Sep 11, 2024 Q2 2022
Summit Wealth Partners, LLC

Orlando, FL
SELL
 -
-80.8K
- 33.27%
$2.28M - $2.73M
162K $4.86M
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

SELL
 -
-81.9K
- 76.73%
$2.31M - $2.77M
24.8K $745K
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

SELL
 -
-85.3K
- 85.95%
$2.41M - $2.88M
13.9K $418K
Aug 01, 2022 Q2 2022
Optas, LLC

SELL
 -
-97.6K
Closed
$2.75M - $3.3M
0 $0
Nov 06, 2024 Q2 2022
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-120K
- 94.31%
$3.39M - $4.07M
7.26K $218K
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-121K
- 42.07%
$3.42M - $4.1M
167K $5.01M
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-122K
- 85.02%
$3.44M - $4.12M
21.5K $645K
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-122K
- 35.12%
$3.45M - $4.13M
226K $6.78M
Aug 02, 2022 Q2 2022
Uma Financial Services, Inc.

SELL
 -
-130K
- 89.79%
$3.67M - $4.4M
14.8K $444K
Aug 01, 2022 Q2 2022
Shore Haven Wealth Partners, LLC

SELL
 -
-131K
- 70.35%
$3.7M - $4.44M
55.4K $1.66M
Aug 15, 2022 Q2 2022
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-141K
Closed
$3.98M - $4.77M
0 $0
Jul 21, 2022 Q2 2022
Amplius Wealth Advisors, LLC

SELL
 -
-145K
- 69.69%
$4.09M - $4.9M
63.1K $1.89M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

SELL
 -
-145K
- 34.32%
$4.1M - $4.91M
278K $8.35M
Jul 29, 2022 Q2 2022
Austin Private Wealth, LLC

SELL
 -
-162K
- 94.11%
$4.58M - $5.48M
10.2K $305K
Jul 25, 2022 Q2 2022
Corbenic Partners LLC

SELL
 -
-169K
- 96.16%
$4.77M - $5.72M
6.76K $203K
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-181K
Closed
$5.11M - $6.13M
0 $0
Jul 11, 2022 Q2 2022
Stewardship Advisors, LLC

SELL
 -
-198K
- 43.4%
$5.57M - $6.67M
258K $7.73M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-210K
- 17.26%
$5.92M - $7.09M
1.01M $30.2M
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-217K
- 20.44%
$6.12M - $7.34M
845K $25.4M
Aug 01, 2022 Q2 2022
Horst & Graben Wealth Management LLC

SELL
 -
-219K
- 70.77%
$6.18M - $7.41M
90.6K $2.72M
Jul 26, 2022 Q2 2022
Mason & Associates Inc

SELL
 -
-229K
- 96.51%
$6.45M - $7.73M
8.27K $248K
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-233K
- 9.49%
$6.57M - $7.87M
2.22M $66.6M
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-237K
- 22.71%
$6.67M - $8M
806K $24.2M
Jul 27, 2022 Q2 2022
West Wealth Group, LLC

SELL
 -
-245K
Closed
$6.91M - $8.28M
0 $0
Jul 07, 2022 Q2 2022
Raub Brock Capital Management LP

SELL
 -
-246K
Closed
$6.94M - $8.32M
0 $0
Aug 04, 2022 Q2 2022
Concord Wealth Partners

SELL
 -
-268K
- 95.19%
$7.54M - $9.04M
13.5K $406K
Aug 09, 2022 Q2 2022
Ballentine Partners, LLC

Waltham, MA
SELL
 -
-268K
- 76.36%
$7.57M - $9.07M
83.1K $2.49M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-320K
- 10.18%
$9.01M - $10.8M
2.82M $84.6M
Aug 01, 2022 Q2 2022
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

SELL
 -
-418K
- 36.93%
$11.8M - $14.1M
713K $21.4M
Aug 01, 2022 Q2 2022
Meitav Dash Investments LTD

SELL
 -
-419K
- 20.67%
$11.8M - $14.2M
1.61M $48.3M
Aug 15, 2022 Q2 2022
Phoenix Holdings Ltd.

Givatayim, L3
SELL
 -
-421K
Closed
$11.9M - $14.2M
0 $0
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-656K
- 13.37%
$18.5M - $22.2M
4.25M $127M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-656K
- 13.37%
$18.5M - $22.2M
4.25M $127M

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