Purchases and Sales Made in Q3 2022 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 2022. 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
Oct 14, 2022 Q3 2022
Cypress Wealth Services, LLC

BUY
 -
8.88K
New
$219K - $261K
8.88K $275K
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
8.79K
+ 16.07%
$216K - $258K
63.5K $1.97M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
8.79K
+ 16.07%
$216K - $258K
63.5K $1.97M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
8.48K
+ 19.33%
$209K - $249K
52.4K $1.62M
Oct 29, 2024 Q3 2022
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
7.9K
+ 426.8%
$194K - $232K
9.75K $302K
Oct 14, 2022 Q3 2022
Melone Private Wealth, LLC

BUY
 -
7.42K
+ 3.26%
$183K - $218K
235K $7.29M
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
6.9K
+ 2.08%
$170K - $203K
339K $10.5M
Nov 14, 2022 Q3 2022
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
6.64K
+ 12.56%
$163K - $195K
59.5K $1.84M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
6.58K
+ 4.98%
$162K - $193K
139K $4.3M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
5.88K
+ 21.25%
$145K - $173K
33.6K $1.04M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
5.29K
+ 7.46%
$130K - $155K
76.2K $2.36M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
5.21K
+ 19.17%
$128K - $153K
32.4K $1M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
5.12K
+ 4.73%
$126K - $151K
113K $3.52M
Oct 19, 2022 Q3 2022
Cabot Wealth Management Inc

BUY
 -
4.93K
+ 59.03%
$121K - $145K
13.3K $412K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.92K
+ 2.75%
$121K - $145K
184K $5.69M
Sep 11, 2024 Q3 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
4.71K
+ 2.91%
$116K - $139K
167K $5.17M
Oct 20, 2022 Q3 2022
Refined Wealth Management

BUY
 -
4.52K
+ 3.36%
$111K - $133K
139K $4.32M
Oct 20, 2022 Q3 2022
First Financial Corp

BUY
 -
3.5K
+ 50.49%
$86.3K - $103K
10.4K $324K
Oct 13, 2022 Q3 2022
Wealth Management Resources, Inc.

BUY
 -
3.43K
+ 15.51%
$84.5K - $101K
25.6K $793K
Oct 11, 2022 Q3 2022
Rise Advisors, LLC

BUY
 -
3.35K
+ 3.79%
$82.4K - $98.3K
91.6K $2.84M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
3.31K
+ 9.73%
$81.4K - $97.2K
37.3K $1.16M
Nov 03, 2022 Q3 2022
Integrity Financial Corp

BUY
 -
2.64K
+ 10.88%
$65K - $77.6K
26.9K $834K
Oct 17, 2022 Q3 2022
Procyon Advisors, LLC

BUY
 -
2.63K
+ 0.69%
$64.8K - $77.4K
384K $11.9M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.54K
+ 14.53%
$62.6K - $74.7K
20K $621K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
2.25K
+ 45.74%
$55.3K - $66K
7.15K $222K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
2.12K
+ 11.84%
$52.2K - $62.3K
20K $621K
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
2.09K
+ 1.91%
$51.5K - $61.5K
111K $3.45M
Nov 04, 2022 Q3 2022
Mengis Capital Management, Inc.

BUY
 -
1.83K
+ 13.38%
$45.1K - $53.9K
15.5K $482K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.54K
New
$37.9K - $45.3K
1.54K $47.8K
Oct 31, 2022 Q3 2022
Exchange Capital Management, Inc.

BUY
 -
1.51K
+ 3.54%
$37.2K - $44.4K
44.2K $1.37M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.45K
+ 9.7%
$35.7K - $42.6K
16.4K $508K
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.41K
+ 15.05%
$34.8K - $41.5K
10.8K $335K
Nov 02, 2022 Q3 2022
ETF Store, Inc.

BUY
 -
1.12K
+ 0.86%
$27.6K - $33K
132K $4.09M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
913
+ 2.67%
$22.5K - $26.8K
35.2K $1.09M
Nov 14, 2022 Q3 2022
Mendel Money Management

Northbrook, IL
BUY
 -
879
+ 4.63%
$21.6K - $25.8K
19.9K $616K
Nov 10, 2022 Q3 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
843
+ 3.74%
$20.8K - $24.8K
23.4K $725K
Oct 24, 2022 Q3 2022
Segment Wealth Management, LLC

BUY
 -
800
+ 0.32%
$19.7K - $23.5K
251K $7.78M
Oct 28, 2022 Q3 2022
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
780
+ 6.09%
$19.2K - $22.9K
13.6K $421K
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
773
+ 2.44%
$19K - $22.7K
32.4K $1.01M
Oct 13, 2022 Q3 2022
Johnson Midwest Financial, LLC

BUY
 -
736
New
$18.1K - $21.6K
736 $22.8K
Oct 17, 2022 Q3 2022
My Legacy Advisors, LLC

BUY
 -
723
+ 2.91%
$17.8K - $21.2K
25.6K $793K
Nov 08, 2022 Q3 2022
Harvest Group Wealth Management, LLC

BUY
 -
514
+ 1.57%
$12.7K - $15.1K
33.3K $1.03M
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
499
New
$12.3K - $14.7K
499 $15.5K
Nov 07, 2022 Q3 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
409
+ 2.17%
$10.1K - $12K
19.3K $597K
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
400
+ 3.14%
$9.85K - $11.8K
13.2K $408K
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
390
New
$9.6K - $11.5K
390 $12.1K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
362
+ 5.66%
$8.91K - $10.6K
6.75K $209K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
319
+ 0.22%
$7.85K - $9.38K
148K $4.58M
Oct 27, 2022 Q3 2022
Esl Trust Services, LLC

BUY
 -
300
+ 0.04%
$7.39K - $8.82K
712K $22.1M

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