Purchases and Sales Made in Q3 2021 in Wisdomtree Tr Emerging Mkts Ex (XSOE)

XSOE Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q3 2021. 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
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
114
New
$4.22K - $4.77K
114 $3.54K
Oct 25, 2021 Q3 2021
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
100
New
$3.7K - $4.18K
100 $3.1K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
97
New
$3.59K - $4.06K
97 $3.01K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
95
New
$3.52K - $3.97K
95 $2.95K
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

BUY
 -
90
New
$3.33K - $3.76K
90 $2.79K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
90
New
$3.33K - $3.76K
90 $2.79K
Oct 21, 2021 Q3 2021
Tfg Advisers LLC

BUY
 -
67
+ 0.6%
$2.48K - $2.8K
11.3K $351K
Nov 03, 2021 Q3 2021
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
36
+ 0.41%
$1.33K - $1.51K
8.74K $271K
Oct 18, 2021 Q3 2021
First Financial Corp

BUY
 -
35
+ 9.26%
$1.3K - $1.46K
413 $12.8K
Nov 12, 2021 Q3 2021
Mai Capital Management

BUY
 -
33
+ 0.11%
$1.22K - $1.38K
29.2K $908K
Nov 12, 2021 Q3 2021
Capital Advisors, Ltd. LLC

BUY
 -
3
+ 0.51%
$111 - $125
596 $18.5K
Nov 12, 2021 Q3 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
3
+ 0.06%
$111 - $125
4.95K $154K
Nov 16, 2021 Q3 2021
Retirement Group, LLC

BUY
 -
2
+ 0.14%
$74.1 - $83.6
1.48K $45.9K
Nov 12, 2021 Q3 2021
Lee Financial CO

Dallas, TX
BUY
 -
2
+ 0.32%
$74.1 - $83.6
635 $19.7K
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
1
New
$37 - $41.8
1 $31
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-45
- 0.92%
$1.67K - $1.88K
4.87K $151K
Nov 12, 2021 Q3 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-57
- 0.59%
$2.11K - $2.38K
9.64K $299K
Oct 28, 2021 Q3 2021
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-148
- 1.07%
$5.48K - $6.19K
13.7K $426K
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-152
- 30.22%
$5.63K - $6.36K
351 $10.9K
Nov 15, 2021 Q3 2021
Jt Stratford LLC

Gainesville, GA
SELL
 -
-217
- 1.76%
$8.04K - $9.07K
12.1K $375K
Oct 14, 2021 Q3 2021
Archford Capital Strategies, LLC

SELL
 -
-240
- 4.13%
$8.89K - $10K
5.57K $173K
Nov 12, 2021 Q3 2021
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-293
- 11.44%
$10.8K - $12.3K
2.27K $70.4K
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

SELL
 -
-302
Closed
$11.2K - $12.6K
0 $0
Oct 28, 2021 Q3 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-310
- 0.87%
$11.5K - $13K
35.1K $1.09M
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-366
- 78.21%
$13.6K - $15.3K
102 $3.17K
Nov 24, 2021 Q3 2021
Bay Harbor Wealth Management, LLC

SELL
 -
-425
- 21.63%
$15.7K - $17.8K
1.54K $47.8K
Oct 29, 2021 Q3 2021
Motco

SELL
 -
-437
Closed
$16.2K - $18.3K
0 $0
Nov 09, 2021 Q3 2021
Mendel Money Management

Northbrook, IL
SELL
 -
-483
- 2.44%
$17.9K - $20.2K
19.3K $599K
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-503
- 36.96%
$18.6K - $21K
858 $26.6K
Nov 10, 2021 Q3 2021
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-535
- 2.42%
$19.8K - $22.4K
21.5K $668K
Nov 12, 2021 Q3 2021
Assetmark, Inc

SELL
 -
-566
- 2.72%
$21K - $23.7K
20.3K $629K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-591
- 29.29%
$21.9K - $24.7K
1.43K $44.3K
Nov 09, 2021 Q3 2021
Private Ocean, LLC

SELL
 -
-718
Closed
$26.6K - $30K
0 $0
Oct 22, 2021 Q3 2021
Outlook Wealth Advisors, LLC

SELL
 -
-800
- 2.07%
$29.6K - $33.4K
37.9K $1.17M
Oct 08, 2021 Q3 2021
Hbw Advisory Services LLC

SELL
 -
-848
- 5.04%
$31.4K - $35.5K
16K $496K
Nov 10, 2021 Q3 2021
Waddell & Associates, LLC

SELL
 -
-864
- 1.41%
$32K - $36.1K
60.6K $1.88M
Oct 22, 2021 Q3 2021
Spire Wealth Management

SELL
 -
-874
- 13.82%
$32.4K - $36.5K
5.45K $169K
Nov 05, 2021 Q3 2021
Sargent Bickham Lagudis LLC

SELL
 -
-915
Closed
$33.9K - $38.3K
0 $0
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-974
- 1.86%
$36.1K - $40.7K
51.5K $1.6M
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-1.07K
Closed
$39.4K - $44.5K
0 $0
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

SELL
 -
-1.19K
Closed
$44.2K - $49.9K
0 $0
Nov 15, 2021 Q3 2021
Aspire Private Capital, LLC

SELL
 -
-1.3K
- 32.81%
$48.1K - $54.3K
2.66K $82.6K
Nov 15, 2021 Q3 2021
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-1.34K
- 94.9%
$49.6K - $56K
72 $2.23K
Oct 13, 2021 Q3 2021
Beacon Financial Group

SELL
 -
-1.51K
- 3.73%
$55.9K - $63.1K
39K $1.21M
Nov 16, 2021 Q3 2021
Parisi Gray Wealth Management

SELL
 -
-1.55K
Closed
$57.4K - $64.8K
0 $0
Nov 10, 2021 Q3 2021
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-1.81K
- 5.59%
$67K - $75.7K
30.6K $949K
Apr 24, 2024 Q3 2021
Bulltick Wealth Management, LLC

Miami, FL
SELL
 -
-1.84K
- 0.5%
$68.1K - $76.9K
366K $11.4M
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
SELL
 -
-1.9K
- 70.75%
$70.2K - $79.3K
784 $24.3K
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

SELL
 -
-1.96K
Closed
$72.5K - $81.8K
0 $0

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