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 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.2K- 32.93% |
$142K - $179K
|
10.6K
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-5.2K- 88.38% |
$142K - $179K
|
684
$26.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-5.53K- 26.08% |
$151K - $191K
|
15.7K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.77K- 10.74% |
$157K - $199K
|
47.9K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.02K- 19.48% |
$191K - $242K
|
29K
$1.11M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.43K- 50.0% |
$202K - $256K
|
7.43K
$285K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-8.22K- 2.9% |
$224K - $283K
|
275K
$10.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-8.64K- 59.45% |
$236K - $298K
|
5.89K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.93K- 50.49% |
$243K - $308K
|
8.76K
$337K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-10.5K- 3.47% |
$287K - $363K
|
293K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-10.8K- 21.52% |
$295K - $373K
|
39.4K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.6K- 9.21% |
$343K - $433K
|
124K
$4.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-12.8K- 5.47% |
$350K - $442K
|
222K
$8.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.8K- 68.55% |
$377K - $477K
|
6.35K
$244K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-14.1K- 4.43% |
$384K - $486K
|
304K
$11.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 11.02% |
$430K - $544K
|
127K
$4.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-16.1K- 7.05% |
$438K - $554K
|
212K
$8.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.8K- 2.06% |
$458K - $580K
|
799K
$30.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.3K- 8.53% |
$688K - $871K
|
271K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-34.8K- 2.08% |
$947K - $1.2M
|
1.64M
$62.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.6K- 13.31% |
$1.24M - $1.57M
|
297K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-57.3K- 66.73% |
$1.56M - $1.98M
|
28.6K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-65.1K- 62.71% |
$1.77M - $2.24M
|
38.7K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-74.5K- 72.89% |
$2.03M - $2.57M
|
27.7K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-79.1K- 47.4% |
$2.15M - $2.73M
|
87.7K
$3.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-221K- 7.32% |
$6.01M - $7.6M
|
2.79M
$107M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-311K- 21.46% |
$8.47M - $10.7M
|
1.14M
$43.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-328K- 96.26% |
$8.95M - $11.3M
|
12.8K
$490K
|