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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-25K- 55.2% |
$668K - $730K
|
20.3K
$631K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.7K- 14.07% |
$687K - $751K
|
157K
$4.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.2K- 15.49% |
$992K - $1.08M
|
203K
$6.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-37.5K- 12.79% |
$1M - $1.09M
|
256K
$7.94M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-38.1K- 19.05% |
$1.02M - $1.11M
|
162K
$5.03M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-55.1K- 41.13% |
$1.47M - $1.61M
|
78.8K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-56.9K- 41.79% |
$1.52M - $1.66M
|
79.3K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-62.2K- 25.76% |
$1.66M - $1.81M
|
179K
$5.56M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-71.3K- 19.25% |
$1.9M - $2.08M
|
299K
$9.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-74K- 84.61% |
$1.97M - $2.16M
|
13.5K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.4K- 1.36% |
$1.99M - $2.17M
|
5.38M
$167M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-79.9K- 65.76% |
$2.13M - $2.33M
|
41.6K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 11.69% |
$2.88M - $3.15M
|
815K
$25.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-469K- 71.75% |
$12.5M - $13.7M
|
185K
$5.73M
|