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 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-2.39K- 7.76% |
$58.8K - $70.2K
|
28.4K
$852K
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.62K- 12.83% |
$64.5K - $77K
|
17.8K
$534K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.83K- 7.47% |
$69.6K - $83.1K
|
35K
$1.05M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.87K- 3.17% |
$70.7K - $84.4K
|
87.7K
$2.63M
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.88K- 21.89% |
$70.8K - $84.6K
|
10.3K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.09K- 2.39% |
$76.2K - $90.9K
|
126K
$3.79M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.84K- 6.91% |
$94.6K - $113K
|
51.8K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-4.18K- 9.65% |
$103K - $123K
|
39.1K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.22K- 8.83% |
$104K - $124K
|
43.5K
$1.31M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.55K- 46.19% |
$112K - $134K
|
5.3K
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.1K- 1.81% |
$126K - $150K
|
277K
$8.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.11K- 16.3% |
$126K - $150K
|
26.3K
$788K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.54K- 34.52% |
$136K - $163K
|
10.5K
$315K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6.11K- 28.97% |
$150K - $180K
|
15K
$449K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.69K- 4.11% |
$165K - $197K
|
156K
$4.67M
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.26KClosed |
$179K - $213K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8.5K- 24.43% |
$209K - $250K
|
26.3K
$788K
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-8.59K- 2.44% |
$211K - $252K
|
343K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-8.61K- 10.23% |
$212K - $253K
|
75.6K
$2.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.69K- 62.32% |
$214K - $255K
|
5.26K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.32K- 31.08% |
$229K - $274K
|
20.7K
$620K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-9.41K- 31.35% |
$232K - $276K
|
20.6K
$618K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.55K- 5.8% |
$235K - $281K
|
155K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10.5K- 48.65% |
$257K - $307K
|
11K
$331K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.5K- 25.79% |
$284K - $339K
|
33.2K
$997K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.6K- 33.83% |
$285K - $341K
|
22.7K
$680K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-13KClosed |
$319K - $381K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-14.1K- 72.42% |
$347K - $414K
|
5.37K
$161K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-14.7K- 14.93% |
$363K - $433K
|
84K
$2.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-14.9K- 41.17% |
$366K - $437K
|
21.2K
$637K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-15.8K- 9.0% |
$390K - $465K
|
160K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-17.1K- 7.59% |
$422K - $504K
|
209K
$6.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-17.2K- 31.05% |
$423K - $505K
|
38.2K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-18K- 50.17% |
$444K - $530K
|
17.9K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-18.1K- 11.55% |
$444K - $530K
|
138K
$4.14M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.8K- 10.84% |
$587K - $700K
|
196K
$5.88M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-24.7K- 29.75% |
$609K - $727K
|
58.4K
$1.75M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29.2K- 63.54% |
$720K - $859K
|
16.8K
$503K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.5K- 36.92% |
$725K - $866K
|
50.3K
$1.51M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.5K- 30.47% |
$752K - $898K
|
69.7K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-34.5K- 36.76% |
$850K - $1.02M
|
59.4K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.2K- 3.8% |
$940K - $1.12M
|
968K
$29M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38.6K- 33.09% |
$951K - $1.14M
|
78.1K
$2.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-42.4K- 11.29% |
$1.04M - $1.25M
|
333K
$10M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-48.4K- 3.01% |
$1.19M - $1.42M
|
1.56M
$46.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-51.4K- 30.78% |
$1.27M - $1.51M
|
116K
$3.47M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.9K- 33.49% |
$1.28M - $1.53M
|
103K
$3.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-53.6K- 37.04% |
$1.32M - $1.58M
|
91.2K
$2.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-59K- 8.12% |
$1.45M - $1.73M
|
668K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-60.7K- 84.55% |
$1.49M - $1.78M
|
11.1K
$333K
|