Purchases and Sales Made in Q3 2022 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
260New |
$6.4K - $7.64K
|
260
$7.8K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
95New |
$2.34K - $2.79K
|
95
$2.85K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
71+ 0.76% |
$1.75K - $2.09K
|
9.37K
$281K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
70+ 0.86% |
$1.72K - $2.06K
|
8.23K
$247K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
46+ 0.6% |
$1.13K - $1.35K
|
7.67K
$230K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 10.27% |
$566 - $676
|
247
$7.41K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16+ 3.2% |
$394 - $470
|
516
$15.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
14+ 6.03% |
$345 - $411
|
246
$7.38K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.99% |
$148 - $176
|
612
$18.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 0.93% |
$148 - $176
|
650
$19.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$98.5 - $118
|
4
$120
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
4+ 0.05% |
$98.5 - $118
|
8.55K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
3+ 1.3% |
$73.9 - $88.2
|
234
$7.02K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.34% |
$49.2 - $58.8
|
591
$17.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.81% |
$49.2 - $58.8
|
250
$7.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.57% |
$24.6 - $29.4
|
175
$5.25K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$24.6 - $29.4
|
8.18K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22Closed |
$542 - $647
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30- 78.95% |
$739 - $882
|
8
$240
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-32- 6.81% |
$788 - $940
|
438
$13.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-38- 0.15% |
$936 - $1.12K
|
25.5K
$766K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-41- 0.76% |
$1.01K - $1.2K
|
5.37K
$161K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-53- 21.2% |
$1.3K - $1.56K
|
197
$5.91K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-80- 0.71% |
$1.97K - $2.35K
|
11.2K
$336K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-87- 3.96% |
$2.14K - $2.56K
|
2.11K
$63.3K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-89- 0.13% |
$2.19K - $2.62K
|
70.6K
$2.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 95.24% |
$2.46K - $2.94K
|
5
$150
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-123- 41.14% |
$3.03K - $3.61K
|
176
$5.28K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-165- 23.31% |
$4.06K - $4.85K
|
543
$16.3K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200- 0.62% |
$4.92K - $5.88K
|
31.9K
$958K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-211Closed |
$5.19K - $6.2K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-383- 2.01% |
$9.43K - $11.3K
|
18.7K
$561K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-495- 39.01% |
$12.2K - $14.5K
|
774
$23.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-500- 3.39% |
$12.3K - $14.7K
|
14.2K
$427K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-533- 12.83% |
$13.1K - $15.7K
|
3.62K
$109K
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-770- 1.7% |
$19K - $22.6K
|
44.5K
$1.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-850- 3.81% |
$20.9K - $25K
|
21.5K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-919- 12.75% |
$22.6K - $27K
|
6.29K
$189K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 1.93% |
$25.1K - $29.9K
|
51.7K
$1.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.13K- 4.24% |
$27.7K - $33.1K
|
25.4K
$762K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.15K- 2.43% |
$28.3K - $33.8K
|
46.2K
$1.39M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.42K- 84.26% |
$35.1K - $41.9K
|
266
$7.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.73K- 15.52% |
$42.5K - $50.8K
|
9.4K
$282K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.77K- 23.47% |
$43.7K - $52.1K
|
5.78K
$173K
|
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.95K- 3.37% |
$48.1K - $57.4K
|
56.1K
$1.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.04K- 10.04% |
$50.3K - $60K
|
18.3K
$549K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-2.09K- 20.28% |
$51.3K - $61.3K
|
8.2K
$246K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.1K- 14.15% |
$51.6K - $61.6K
|
12.7K
$381K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.31K- 8.86% |
$57K - $68K
|
23.8K
$714K
|