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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-65- 22.57% |
$1.72K - $1.94K
|
223
$6.69K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-67- 45.58% |
$1.78K - $2K
|
80
$2.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-89- 0.35% |
$2.36K - $2.66K
|
25.3K
$758K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-96- 0.82% |
$2.55K - $2.86K
|
11.6K
$348K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-126- 0.41% |
$3.34K - $3.76K
|
30.7K
$920K
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-128- 0.64% |
$3.39K - $3.82K
|
19.7K
$592K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-166- 26.73% |
$4.4K - $4.95K
|
455
$13.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-199- 3.39% |
$5.28K - $5.94K
|
5.68K
$170K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-302- 8.57% |
$8.01K - $9.01K
|
3.22K
$96.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-325- 1.35% |
$8.62K - $9.7K
|
23.7K
$710K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-353- 4.7% |
$9.36K - $10.5K
|
7.16K
$215K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-375- 35.31% |
$9.95K - $11.2K
|
687
$20.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-379- 2.82% |
$10.1K - $11.3K
|
13.1K
$392K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-506- 58.91% |
$13.4K - $15.1K
|
353
$10.6K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-542- 0.77% |
$14.4K - $16.2K
|
70K
$2.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-573- 6.15% |
$15.2K - $17.1K
|
8.74K
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-602- 3.53% |
$16K - $18K
|
16.5K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-674- 0.45% |
$17.9K - $20.1K
|
148K
$4.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-681- 4.89% |
$18.1K - $20.3K
|
13.2K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-717- 1.38% |
$19K - $21.4K
|
51.4K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-775- 8.73% |
$20.6K - $23.1K
|
8.1K
$243K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-798- 6.75% |
$21.2K - $23.8K
|
11K
$331K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-836- 0.47% |
$22.2K - $24.9K
|
176K
$5.29M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-884- 0.67% |
$23.4K - $26.4K
|
131K
$3.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-962Closed |
$25.5K - $28.7K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-998- 5.2% |
$26.5K - $29.8K
|
18.2K
$545K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.1K- 4.98% |
$29K - $32.7K
|
20.9K
$627K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.4K- 1.77% |
$37.1K - $41.7K
|
77.6K
$2.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.68K- 2.92% |
$44.6K - $50.2K
|
56K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.72K- 2.74% |
$45.7K - $51.4K
|
61.3K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.83K- 15.66% |
$48.5K - $54.6K
|
9.85K
$296K
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 19.59% |
$51.1K - $57.4K
|
7.9K
$237K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.93K- 1.76% |
$51.1K - $57.4K
|
107K
$3.22M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.99K- 7.08% |
$52.8K - $59.4K
|
26.1K
$783K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.16K- 14.05% |
$57.2K - $64.3K
|
13.2K
$396K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.58K- 2.57% |
$68.5K - $77.1K
|
97.8K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.6K- 50.48% |
$69.1K - $77.7K
|
2.55K
$76.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.72K- 1.06% |
$72.1K - $81.1K
|
253K
$7.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.75K- 13.56% |
$72.9K - $82.1K
|
17.5K
$526K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.75K- 8.08% |
$73K - $82.2K
|
31.3K
$940K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.38K- 21.36% |
$89.5K - $101K
|
12.4K
$373K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.51K- 26.46% |
$93.1K - $105K
|
9.75K
$293K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.72K- 3.14% |
$98.8K - $111K
|
115K
$3.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.77K- 10.68% |
$100K - $113K
|
31.6K
$947K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3.79K- 16.97% |
$101K - $113K
|
18.5K
$556K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.82K- 1.88% |
$101K - $114K
|
199K
$5.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.89K- 15.79% |
$103K - $116K
|
20.7K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.48K- 33.26% |
$119K - $134K
|
8.99K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.87K- 15.01% |
$129K - $145K
|
27.6K
$827K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.06K- 19.47% |
$134K - $151K
|
20.9K
$628K
|