Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q2 2024. 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 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.5K+ 16.14% |
$70.7K - $77.8K
|
18K
$558K
|
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
2.49K+ 1.54% |
$70.3K - $77.4K
|
164K
$5.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.81K+ 68.24% |
$51K - $56.2K
|
4.45K
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.75K+ 16.37% |
$49.3K - $54.3K
|
12.4K
$385K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
1.61K+ 11.66% |
$45.4K - $50K
|
15.4K
$478K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.55K+ 14.25% |
$43.8K - $48.3K
|
12.4K
$386K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.52K+ 10.82% |
$42.9K - $47.2K
|
15.5K
$482K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.5K+ 1.15% |
$42.5K - $46.8K
|
133K
$4.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 89.49% |
$38.3K - $42.2K
|
2.87K
$89K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.29K+ 0.68% |
$36.6K - $40.3K
|
192K
$5.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.28K+ 3.81% |
$36.3K - $39.9K
|
34.9K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.22K+ 8.28% |
$34.4K - $37.9K
|
15.9K
$495K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.22K+ 8.41% |
$34.4K - $37.8K
|
15.7K
$486K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.2KNew |
$34K - $37.5K
|
1.2K
$37.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.15K+ 3.8% |
$32.6K - $35.9K
|
31.5K
$978K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.04K+ 3.09% |
$29.3K - $32.3K
|
34.6K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
961New |
$27.2K - $29.9K
|
961
$29.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
945+ 11.14% |
$26.7K - $29.4K
|
9.43K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
804+ 4.67% |
$22.7K - $25K
|
18K
$559K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
640+ 34.58% |
$18.1K - $19.9K
|
2.49K
$77.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
528New |
$14.9K - $16.4K
|
528
$16.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$8.48K - $9.34K
|
300
$9.31K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
277+ 1.06% |
$7.83K - $8.62K
|
26.3K
$816K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
276New |
$7.81K - $8.59K
|
276
$8.57K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
204+ 1.94% |
$5.77K - $6.35K
|
10.7K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
175New |
$4.95K - $5.45K
|
175
$5.43K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
153+ 0.05% |
$4.33K - $4.76K
|
290K
$8.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
142+ 1.42% |
$4.02K - $4.42K
|
10.1K
$315K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
127New |
$3.59K - $3.95K
|
127
$3.94K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
105+ 0.13% |
$2.97K - $3.27K
|
81.7K
$2.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95+ 0.81% |
$2.69K - $2.96K
|
11.8K
$366K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
45+ 0.49% |
$1.27K - $1.4K
|
9.32K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
35+ 0.48% |
$990 - $1.09K
|
7.34K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 13.59% |
$707 - $778
|
209
$6.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 4.43% |
$198 - $218
|
165
$5.12K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
6+ 0.26% |
$170 - $187
|
2.29K
$71.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 0.4% |
$113 - $125
|
1K
$31.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.43% |
$28.3 - $31.1
|
233
$7.23K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.57% |
$28.3 - $31.1
|
176
$5.46K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$28.3 - $31.1
|
1
$31
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.67% |
$28.3 - $31.1
|
61
$1.89K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.06% |
$28.3 - $31.1
|
1.78K
$55.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10Closed |
$283 - $311
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-35- 0.79% |
$990 - $1.09K
|
4.37K
$136K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-50- 0.33% |
$1.41K - $1.56K
|
15K
$464K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-54- 0.32% |
$1.53K - $1.68K
|
16.7K
$517K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-77- 13.18% |
$2.18K - $2.4K
|
507
$15.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-102- 38.2% |
$2.88K - $3.18K
|
165
$5.12K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-116- 48.54% |
$3.28K - $3.61K
|
123
$3.82K
|