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 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-64- 0.22% |
$1.74K - $2.21K
|
29.5K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-119- 1.45% |
$3.24K - $4.1K
|
8.08K
$310K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-154- 0.66% |
$4.2K - $5.31K
|
23.3K
$897K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-157- 0.6% |
$4.28K - $5.41K
|
26.1K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-170- 1.1% |
$4.63K - $5.86K
|
15.4K
$590K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-194- 0.55% |
$5.29K - $6.69K
|
35.4K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-198- 2.99% |
$5.4K - $6.83K
|
6.42K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-215- 5.26% |
$5.86K - $7.41K
|
3.88K
$149K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-228- 3.11% |
$6.22K - $7.86K
|
7.11K
$273K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-284- 0.33% |
$7.74K - $9.79K
|
86.8K
$3.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-287- 1.76% |
$7.82K - $9.9K
|
16K
$616K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-301- 0.8% |
$8.21K - $10.4K
|
37.5K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-367- 2.29% |
$10K - $12.7K
|
15.7K
$603K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-376- 4.97% |
$10.2K - $13K
|
7.18K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-428- 0.89% |
$11.7K - $14.8K
|
47.7K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-502- 34.6% |
$13.7K - $17.3K
|
949
$36.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-572- 49.27% |
$15.6K - $19.7K
|
589
$22.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-594- 4.08% |
$16.2K - $20.5K
|
14K
$537K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-601- 1.6% |
$16.4K - $20.7K
|
37.1K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-608- 2.82% |
$16.6K - $21K
|
20.9K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-688- 5.63% |
$18.8K - $23.7K
|
11.5K
$443K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-712- 5.97% |
$19.4K - $24.5K
|
11.2K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-725- 2.31% |
$19.8K - $25K
|
30.7K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-769- 0.65% |
$21K - $26.5K
|
117K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-910- 4.34% |
$24.8K - $31.4K
|
20.1K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-928- 11.22% |
$25.3K - $32K
|
7.35K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-934- 3.69% |
$25.5K - $32.2K
|
24.3K
$936K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.11K- 11.74% |
$30.2K - $38.2K
|
8.33K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.26K- 3.62% |
$34.4K - $43.5K
|
33.6K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.27K- 8.51% |
$34.5K - $43.7K
|
13.6K
$524K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.34K- 8.38% |
$36.5K - $46.2K
|
14.6K
$562K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.37K- 7.31% |
$37.3K - $47.2K
|
17.4K
$668K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.42K- 8.52% |
$38.7K - $49K
|
15.3K
$587K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.46K- 2.46% |
$39.7K - $50.2K
|
57.7K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.52K- 3.08% |
$41.4K - $52.4K
|
47.9K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.57K- 0.7% |
$42.9K - $54.2K
|
224K
$8.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.86K- 17.88% |
$50.6K - $64.1K
|
8.53K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.98K- 10.41% |
$53.9K - $68.2K
|
17K
$654K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.01K- 13.59% |
$54.7K - $69.2K
|
12.8K
$490K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.08K- 24.42% |
$56.6K - $71.6K
|
6.43K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.1K- 9.02% |
$57.2K - $72.3K
|
21.1K
$812K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.37K- 11.35% |
$64.6K - $81.6K
|
18.5K
$711K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-2.98K- 1.62% |
$81.3K - $103K
|
181K
$6.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.05K- 2.9% |
$83.2K - $105K
|
102K
$3.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.37K- 9.17% |
$91.8K - $116K
|
33.4K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.72K- 9.07% |
$101K - $128K
|
37.3K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.13K- 1.04% |
$112K - $142K
|
392K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.28K- 31.57% |
$117K - $148K
|
9.28K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.9K- 2.54% |
$134K - $169K
|
188K
$7.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.91K- 10.79% |
$134K - $169K
|
40.6K
$1.56M
|