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 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-119- 1.53% |
$3.37K - $3.7K
|
7.64K
$237K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 65.97% |
$3.56K - $3.92K
|
65
$2.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-129- 0.45% |
$3.65K - $4.02K
|
28.7K
$890K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-131- 1.15% |
$3.7K - $4.08K
|
11.3K
$350K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-132- 1.44% |
$3.73K - $4.11K
|
9.02K
$280K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-147- 1.41% |
$4.16K - $4.58K
|
10.3K
$319K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-158- 1.01% |
$4.47K - $4.92K
|
15.5K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-160- 26.19% |
$4.52K - $4.98K
|
451
$14K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-169- 0.74% |
$4.78K - $5.26K
|
22.6K
$703K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-199- 1.51% |
$5.63K - $6.19K
|
13K
$403K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-200- 0.43% |
$5.66K - $6.23K
|
46.5K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-289- 1.25% |
$8.17K - $9K
|
22.8K
$708K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-300- 3.63% |
$8.48K - $9.34K
|
7.97K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-326- 1.49% |
$9.22K - $10.1K
|
21.6K
$671K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-330- 1.99% |
$9.33K - $10.3K
|
16.2K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-348- 0.35% |
$9.84K - $10.8K
|
99.3K
$3.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-360- 15.5% |
$10.2K - $11.2K
|
1.96K
$60.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-367- 1.66% |
$10.4K - $11.4K
|
21.7K
$674K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-405- 3.32% |
$11.5K - $12.6K
|
11.8K
$366K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-435- 74.36% |
$12.3K - $13.5K
|
150
$4.66K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-435- 2.59% |
$12.3K - $13.5K
|
16.3K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-458- 11.32% |
$13K - $14.3K
|
3.59K
$111K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-480- 31.81% |
$13.6K - $14.9K
|
1.03K
$31.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-492- 6.7% |
$13.9K - $15.3K
|
6.86K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-549- 2.2% |
$15.5K - $17.1K
|
24.4K
$757K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-575- 5.77% |
$16.3K - $17.9K
|
9.39K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-588- 3.21% |
$16.6K - $18.3K
|
17.7K
$550K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-595- 4.29% |
$16.8K - $18.5K
|
13.3K
$412K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-662- 5.18% |
$18.7K - $20.6K
|
12.1K
$376K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-800- 1.21% |
$22.6K - $24.9K
|
65.5K
$2.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-818- 0.63% |
$23.1K - $25.5K
|
130K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-857- 2.01% |
$24.2K - $26.7K
|
41.7K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-990- 0.35% |
$28K - $30.8K
|
279K
$8.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-996- 11.62% |
$28.2K - $31K
|
7.57K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.11K- 87.57% |
$31.5K - $34.6K
|
158
$4.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.11K- 0.77% |
$31.5K - $34.7K
|
144K
$4.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.17K- 4.04% |
$33K - $36.3K
|
27.7K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.18K- 7.06% |
$33.5K - $36.8K
|
15.6K
$483K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.2K- 2.28% |
$34K - $37.5K
|
51.6K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.31K- 13.14% |
$37.1K - $40.8K
|
8.66K
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 5.05% |
$39.8K - $43.8K
|
26.5K
$821K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.6K- 42.24% |
$45.3K - $49.9K
|
2.19K
$68K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.67K- 1.42% |
$47.3K - $52.1K
|
116K
$3.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.73K- 3.64% |
$48.9K - $53.9K
|
45.8K
$1.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-2K- 0.99% |
$56.7K - $62.4K
|
201K
$6.24M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 6.85% |
$58.1K - $64K
|
27.9K
$867K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 7.03% |
$61.2K - $67.3K
|
28.6K
$888K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.35K- 13.49% |
$66.4K - $73.1K
|
15.1K
$468K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.77K- 3.35% |
$78.4K - $86.4K
|
79.9K
$2.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.05K- 28.61% |
$86.2K - $94.9K
|
7.61K
$236K
|