Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
832K
+ 1609.97%
$22.1M - $24.8M
883K $27.4M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
457K
+ 70.42%
$12.1M - $13.6M
1.11M $34.3M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
190K
+ 189.28%
$5.03M - $5.66M
290K $9.01M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
101K
+ 127.54%
$2.68M - $3.02M
180K $5.6M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
87K
+ 114.71%
$2.31M - $2.6M
163K $5.05M
Nov 13, 2023 Q3 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
78.1K
New
$2.07M - $2.33M
78.1K $2.43M
Nov 09, 2023 Q3 2023
Esl Trust Services, LLC

BUY
 -
62.1K
+ 8.75%
$1.65M - $1.85M
772K $24M
Nov 01, 2023 Q3 2023
Michael S. Ryan, Inc.

Albany, NY
BUY
 -
57.2K
+ 63.32%
$1.52M - $1.71M
148K $4.58M
Nov 20, 2023 Q3 2023
Tompkins Financial Corp

BUY
 -
56.2K
+ 205.79%
$1.49M - $1.68M
83.5K $2.59M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
54.8K
+ 42.92%
$1.45M - $1.63M
182K $5.66M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
52.4K
+ 471.5%
$1.39M - $1.56M
63.6K $1.97M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
31.6K
+ 69.3%
$837K - $942K
77.1K $2.39M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
26.9K
New
$714K - $804K
26.9K $836K
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
25K
+ 141.47%
$662K - $745K
42.6K $1.32M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
20.4K
New
$542K - $610K
20.4K $635K
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
18.7K
+ 120.42%
$497K - $559K
34.3K $1.06M
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
18.6K
+ 4.62%
$492K - $554K
421K $13.1M
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
18.4K
+ 7.56%
$489K - $550K
262K $8.14M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
17.3K
+ 34.63%
$459K - $516K
67.3K $2.09M
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

BUY
 -
14.5K
+ 4.51%
$383K - $431K
335K $10.4M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
14.3K
+ 3.95%
$380K - $428K
377K $11.7M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
13.5K
+ 12.16%
$358K - $403K
125K $3.87M
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
13.5K
New
$358K - $403K
13.5K $419K
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
13.2K
New
$349K - $393K
13.2K $409K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
11.7K
+ 8.33%
$311K - $350K
153K $4.74M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
10.6K
+ 7.01%
$281K - $316K
162K $5.03M
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
10.6K
+ 8.65%
$281K - $316K
133K $4.13M
Nov 13, 2023 Q3 2023
Gfg Capital, LLC

BUY
 -
10.3K
New
$274K - $309K
10.3K $321K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
10.3K
+ 3.39%
$273K - $307K
314K $9.74M
Nov 02, 2023 Q3 2023
Sloy Dahl & Holst, LLC

BUY
 -
10.3K
+ 5.77%
$272K - $306K
188K $5.84M
Oct 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
10.2K
+ 20.75%
$271K - $305K
59.5K $1.85M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
10K
+ 81.22%
$265K - $298K
22.3K $693K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
9.92K
New
$263K - $296K
9.92K $308K
Oct 10, 2023 Q3 2023
Melone Private Wealth, LLC

BUY
 -
9.43K
+ 5.76%
$250K - $281K
173K $5.37M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
9.39K
New
$249K - $280K
9.39K $291K
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
9.38K
+ 72.28%
$249K - $280K
22.4K $694K
Oct 20, 2023 Q3 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
8.47K
+ 12.42%
$225K - $253K
76.7K $2.38M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
8.25K
+ 548.84%
$219K - $246K
9.75K $303K
Oct 23, 2023 Q3 2023
Sweet Financial Partners, LLC

BUY
 -
8.11K
+ 2.87%
$215K - $242K
290K $9.01M
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
7.57K
+ 99.19%
$201K - $226K
15.2K $472K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
7.32K
+ 5.3%
$194K - $218K
145K $4.51M
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
6.91K
+ 4.54%
$183K - $206K
159K $4.94M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
6.25K
+ 19.65%
$166K - $186K
38K $1.18M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.4K
New
$143K - $161K
5.4K $168K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
4.9K
+ 3.89%
$130K - $146K
131K $4.06M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
4.46K
+ 10.38%
$118K - $133K
47.4K $1.47M
Oct 18, 2023 Q3 2023
Warren Street Wealth Advisors, LLC

BUY
 -
4.38K
+ 1.05%
$116K - $131K
421K $13.1M
Nov 07, 2023 Q3 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
3.8K
+ 5.57%
$101K - $113K
72.1K $2.24M
Oct 10, 2023 Q3 2023
Rise Advisors, LLC

BUY
 -
3.67K
+ 3.53%
$97.2K - $109K
108K $3.34M

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