Purchases and Sales Made in Q2 2023 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 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 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
447
New
$11.9K - $13K
447 $13.9K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
412
New
$11K - $12K
412 $12.8K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
364
New
$9.71K - $10.6K
364 $11.3K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
360
+ 2.25%
$9.6K - $10.5K
16.4K $508K
Aug 08, 2023 Q2 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
353
+ 0.57%
$9.41K - $10.3K
62K $1.92M
Aug 08, 2023 Q2 2023
Mengis Capital Management, Inc.

BUY
 -
348
+ 1.61%
$9.28K - $10.1K
22K $682K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
289
+ 3.96%
$7.71K - $8.43K
7.59K $236K
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
289
+ 3.59%
$7.71K - $8.43K
8.33K $259K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
287
+ 10.65%
$7.65K - $8.37K
2.98K $92.6K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
276
+ 0.04%
$7.36K - $8.05K
731K $22.7M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
215
+ 2.9%
$5.73K - $6.27K
7.63K $237K
Aug 03, 2023 Q2 2023
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
197
+ 0.35%
$5.25K - $5.74K
56.3K $1.75M
Aug 02, 2023 Q2 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
130
+ 0.47%
$3.47K - $3.79K
27.9K $867K
Jul 17, 2023 Q2 2023
Mbe Wealth Management, LLC

BUY
 -
87
+ 0.53%
$2.32K - $2.54K
16.6K $514K
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

BUY
 -
65
+ 0.56%
$1.73K - $1.9K
11.7K $363K
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
46
+ 0.25%
$1.23K - $1.34K
18.5K $573K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
44
New
$1.17K - $1.28K
44 $1.37K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
41
+ 5.01%
$1.09K - $1.2K
859 $26.7K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
21
New
$560 - $612
21 $652
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
8
+ 0.63%
$213 - $233
1.27K $39.4K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
4
+ 0.65%
$107 - $117
615 $19.1K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 0.4%
$26.7 - $29.2
251 $7.79K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
1
+ 0.43%
$26.7 - $29.2
235 $7.29K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1
+ 1.41%
$26.7 - $29.2
72 $2.23K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
0
New
$0 - $0
0 $0
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
SELL
 -
-1
- 0.31%
$26.7 - $29.2
326 $10.1K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-9
- 0.08%
$240 - $262
11.9K $369K
Jul 20, 2023 Q2 2023
Bensler, LLC

Bellevue, WA
SELL
 -
-20
- 0.19%
$533 - $583
10.7K $331K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-45
- 6.76%
$1.2K - $1.31K
621 $19.3K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-50
- 26.46%
$1.33K - $1.46K
139 $4.31K
Jul 21, 2023 Q2 2023
Segment Wealth Management, LLC

SELL
 -
-51
- 0.05%
$1.36K - $1.49K
109K $3.39M
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
SELL
 -
-64
- 0.04%
$1.71K - $1.87K
152K $4.72M
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-65
- 18.41%
$1.73K - $1.9K
288 $8.94K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

SELL
 -
-80
- 5.99%
$2.13K - $2.33K
1.26K $39K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-160
- 0.94%
$4.27K - $4.67K
16.8K $522K
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

SELL
 -
-191
- 1.1%
$5.09K - $5.57K
17.2K $534K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-192
- 44.65%
$5.12K - $5.6K
238 $7.39K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-200
- 1.66%
$5.33K - $5.83K
11.8K $367K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-207
- 0.83%
$5.52K - $6.04K
24.8K $770K
Aug 09, 2023 Q2 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
SELL
 -
-230
- 8.91%
$6.13K - $6.71K
2.35K $73K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-253
- 2.34%
$6.75K - $7.38K
10.6K $328K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
SELL
 -
-299
- 2.25%
$7.97K - $8.72K
13K $403K
Aug 11, 2023 Q2 2023
Esl Trust Services, LLC

SELL
 -
-300
- 0.04%
$8K - $8.75K
710K $22M
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-337
- 13.46%
$8.99K - $9.83K
2.17K $67.3K
Aug 18, 2023 Q2 2023
Arq Wealth Advisors, LLC

SELL
 -
-350
- 3.44%
$9.33K - $10.2K
9.83K $305K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

SELL
 -
-458
- 2.52%
$12.2K - $13.4K
17.8K $551K
Jul 17, 2023 Q2 2023
Ayalon Insurance Comp Ltd.

SELL
 -
-463
- 17.62%
$12.3K - $13.5K
2.17K $67.2K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

SELL
 -
-489
- 3.09%
$13K - $14.3K
15.3K $476K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-549
- 21.37%
$14.6K - $16K
2.02K $62.7K

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