Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q2 2023. 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 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
665K+ 61.99% |
$17.7M - $19.4M
|
1.74M
$53.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
604KNew |
$16.1M - $17.6M
|
604K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
533K+ 6012.87% |
$14.2M - $15.5M
|
541K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
465KNew |
$12.4M - $13.6M
|
465K
$14.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
208K+ 47.11% |
$5.54M - $6.06M
|
648K
$20.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
186K+ 14.17% |
$4.96M - $5.42M
|
1.5M
$46.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
178KNew |
$4.75M - $5.19M
|
178K
$5.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
134K+ 6.21% |
$3.58M - $3.91M
|
2.29M
$71.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
111K+ 75.17% |
$2.96M - $3.23M
|
258K
$8.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
93.8KNew |
$2.5M - $2.73M
|
93.8K
$2.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
90.3KNew |
$2.41M - $2.63M
|
90.3K
$2.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
83.6K+ 189.97% |
$2.23M - $2.44M
|
128K
$3.96M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
75.5K+ 4080.5% |
$2.01M - $2.2M
|
77.4K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.5K+ 86.95% |
$1.56M - $1.71M
|
126K
$3.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.3K+ 2.68% |
$1.56M - $1.7M
|
2.24M
$69.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
58.1K+ 16.87% |
$1.55M - $1.69M
|
402K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
53.1KNew |
$1.42M - $1.55M
|
53.1K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
52.1KNew |
$1.39M - $1.52M
|
52.1K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
46.3K+ 3.47% |
$1.23M - $1.35M
|
1.38M
$42.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
44.1K+ 7.59% |
$1.18M - $1.28M
|
624K
$19.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
40.5K+ 98.27% |
$1.08M - $1.18M
|
81.7K
$2.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
34.5KNew |
$921K - $1.01M
|
34.5K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4KNew |
$865K - $945K
|
32.4K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
30.2K+ 30.23% |
$804K - $879K
|
130K
$4.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
30K+ 66.47% |
$801K - $876K
|
75.2K
$2.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
29.9K+ 107.42% |
$796K - $871K
|
57.7K
$1.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
23.4K+ 3.14% |
$624K - $682K
|
769K
$23.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.1K+ 51.29% |
$615K - $672K
|
68K
$2.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
22.6K+ 22.67% |
$603K - $659K
|
122K
$3.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.7K+ 52.05% |
$472K - $516K
|
51.7K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
17.3K+ 54.02% |
$461K - $504K
|
49.3K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
17.3K+ 5.0% |
$461K - $504K
|
363K
$11.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.6K+ 16.61% |
$443K - $484K
|
117K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.4K+ 27.63% |
$438K - $479K
|
75.8K
$2.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16.4K+ 31.62% |
$437K - $478K
|
68.3K
$2.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16K+ 7.96% |
$426K - $466K
|
217K
$6.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
15.6K+ 6.85% |
$417K - $456K
|
244K
$7.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
14.6K+ 3.33% |
$390K - $426K
|
453K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.2K+ 3.29% |
$378K - $413K
|
446K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 0.51% |
$353K - $386K
|
2.6M
$80.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
13.1K+ 10.5% |
$350K - $383K
|
138K
$4.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.6K+ 14.34% |
$335K - $367K
|
100K
$3.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
11.3KNew |
$301K - $329K
|
11.3K
$350K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
11.1K+ 7.27% |
$296K - $324K
|
164K
$5.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 2.67% |
$289K - $316K
|
417K
$12.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
9.04KNew |
$241K - $263K
|
9.04K
$280K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8.46K+ 8.86% |
$225K - $247K
|
104K
$3.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.16K+ 8.84% |
$218K - $238K
|
100K
$3.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
8.11KNew |
$216K - $236K
|
8.11K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.7KNew |
$205K - $225K
|
7.7K
$239K
|