Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.27K+ 1.75% |
$86.7K - $97.6K
|
191K
$5.72M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.03K+ 1.4% |
$80.3K - $90.4K
|
220K
$6.59M
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
3K+ 3.67% |
$79.6K - $89.5K
|
84.7K
$2.54M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.83K+ 1.38% |
$75.2K - $84.6K
|
208K
$6.23M
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.82K+ 3.58% |
$74.7K - $84.1K
|
81.6K
$2.45M
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.81K+ 2.14% |
$74.4K - $83.8K
|
134K
$4.02M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.64K+ 21.11% |
$69.9K - $78.6K
|
15.1K
$453K
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.61K+ 1.01% |
$69.2K - $77.8K
|
261K
$7.83M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.02K+ 1.73% |
$53.5K - $60.2K
|
119K
$3.56M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 2.61% |
$48.2K - $54.2K
|
71.3K
$2.14M
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.8K+ 6.83% |
$47.6K - $53.6K
|
28.1K
$843K
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
BUY
|
- |
1.72K+ 1.14% |
$45.5K - $51.2K
|
152K
$4.57M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.68K+ 2.47% |
$44.5K - $50K
|
69.7K
$2.09M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.62KNew |
$43.1K - $48.5K
|
1.62K
$48.7K
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.62K+ 16.64% |
$43K - $48.4K
|
11.4K
$341K
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.3K+ 3.95% |
$34.6K - $38.9K
|
34.3K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.25K+ 4.65% |
$33.1K - $37.2K
|
28K
$841K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 11.45% |
$30.4K - $34.2K
|
11.1K
$334K
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.05K+ 13.56% |
$27.7K - $31.2K
|
8.75K
$262K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1K+ 8.38% |
$26.6K - $30K
|
13K
$390K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
953+ 3.84% |
$25.3K - $28.4K
|
25.8K
$773K
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
938+ 10.38% |
$24.9K - $28K
|
9.97K
$299K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
930+ 2.23% |
$24.7K - $27.8K
|
42.7K
$1.28M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
906+ 12.39% |
$24K - $27K
|
8.22K
$246K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
893+ 1.57% |
$23.7K - $26.6K
|
57.9K
$1.74M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
822+ 4.89% |
$21.8K - $24.5K
|
17.6K
$529K
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
802+ 1.82% |
$21.3K - $23.9K
|
45K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
754+ 2.75% |
$20K - $22.5K
|
28.1K
$844K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
710+ 4.13% |
$18.8K - $21.2K
|
17.9K
$537K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
668New |
$17.7K - $19.9K
|
668
$20K
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
588+ 2.19% |
$15.6K - $17.5K
|
27.4K
$822K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
546+ 6.55% |
$14.5K - $16.3K
|
8.88K
$266K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
487+ 1.89% |
$12.9K - $14.5K
|
26.2K
$787K
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
419+ 3.92% |
$11.1K - $12.5K
|
11.1K
$333K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
411+ 3.55% |
$10.9K - $12.3K
|
12K
$360K
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
385+ 0.62% |
$10.2K - $11.5K
|
62.4K
$1.87M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
374+ 12.54% |
$9.92K - $11.2K
|
3.36K
$101K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
367+ 7.06% |
$9.73K - $11K
|
5.56K
$167K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
356+ 0.63% |
$9.44K - $10.6K
|
56.5K
$1.69M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$4.51K - $5.07K
|
170
$5.1K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
125New |
$3.32K - $3.73K
|
125
$3.75K
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
117+ 0.74% |
$3.1K - $3.49K
|
15.9K
$478K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
116+ 5.35% |
$3.08K - $3.46K
|
2.28K
$68.5K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
75+ 0.93% |
$1.99K - $2.24K
|
8.18K
$245K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.73% |
$928 - $1.04K
|
2.06K
$61.7K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.07% |
$292 - $328
|
16.4K
$491K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.43% |
$26.5 - $29.8
|
236
$7.08K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$26.5 - $29.8
|
252
$7.56K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-37- 2.95% |
$981 - $1.1K
|
1.22K
$36.6K
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-50- 0.27% |
$1.33K - $1.49K
|
18.4K
$552K
|