Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q2 2025. 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 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.02K+ 12.7% |
$55K - $69.5K
|
17.9K
$688K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.95K+ 27.89% |
$53K - $67.1K
|
8.92K
$343K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.91K+ 6.07% |
$52K - $65.8K
|
33.3K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.89K+ 4.3% |
$51.5K - $65.2K
|
45.9K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 7.07% |
$48.6K - $61.4K
|
27K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.69K+ 2.22% |
$46K - $58.1K
|
77.8K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.44K+ 5.02% |
$39.2K - $49.6K
|
30.1K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.35K+ 43.69% |
$36.7K - $46.4K
|
4.43K
$170K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.16K+ 2.48% |
$31.5K - $39.9K
|
47.9K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.08KNew |
$29.5K - $37.3K
|
1.08K
$41.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08KNew |
$29.3K - $37.1K
|
1.08K
$41.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.03K+ 15.93% |
$28.1K - $35.5K
|
7.51K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1K+ 0.57% |
$27.3K - $34.5K
|
178K
$6.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
915+ 11.53% |
$24.9K - $31.5K
|
8.85K
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
755+ 0.9% |
$20.6K - $26K
|
84.2K
$3.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
591New |
$16.1K - $20.4K
|
591
$22.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
582+ 45.9% |
$15.9K - $20.1K
|
1.85K
$71.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
567+ 1.62% |
$15.5K - $19.6K
|
35.7K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
489+ 1.77% |
$13.3K - $16.9K
|
28.2K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
428New |
$11.7K - $14.8K
|
428
$16.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
414+ 0.57% |
$11.3K - $14.3K
|
73.1K
$2.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
398+ 2.5% |
$10.8K - $13.7K
|
16.3K
$628K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
394+ 1.94% |
$10.7K - $13.6K
|
20.7K
$796K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
304+ 0.62% |
$8.29K - $10.5K
|
49.5K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
290+ 1.8% |
$7.91K - $10K
|
16.4K
$630K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
266+ 204.62% |
$7.25K - $9.17K
|
396
$15.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
250+ 5.06% |
$6.82K - $8.62K
|
5.19K
$199K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
202+ 1.49% |
$5.51K - $6.96K
|
13.7K
$528K
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
184+ 0.74% |
$5.02K - $6.34K
|
25.2K
$968K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
142New |
$3.87K - $4.9K
|
142
$5.46K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
85+ 1.19% |
$2.32K - $2.93K
|
7.22K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
70+ 1.56% |
$1.91K - $2.41K
|
4.55K
$175K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
64+ 0.5% |
$1.74K - $2.21K
|
12.8K
$492K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
64+ 0.5% |
$1.74K - $2.21K
|
12.8K
$492K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
54+ 0.06% |
$1.47K - $1.86K
|
91.8K
$3.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
42+ 1.27% |
$1.14K - $1.45K
|
3.35K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
38+ 0.28% |
$1.04K - $1.31K
|
13.4K
$514K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
36+ 0.78% |
$981 - $1.24K
|
4.68K
$180K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
30+ 11.95% |
$818 - $1.03K
|
281
$10.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
24New |
$654 - $828
|
24
$922
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
11+ 0.43% |
$300 - $379
|
2.55K
$98K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
7+ 0.05% |
$191 - $241
|
14.8K
$570K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.41% |
$136 - $172
|
1.22K
$46.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4+ 0.83% |
$109 - $138
|
488
$18.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-23- 0.23% |
$627 - $793
|
9.77K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-43- 0.38% |
$1.17K - $1.48K
|
11.4K
$437K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-49- 0.77% |
$1.34K - $1.69K
|
6.35K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-53- 29.78% |
$1.44K - $1.83K
|
125
$4.8K
|