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 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-5.81K- 5.47% |
$154K - $173K
|
100K
$3.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.25K- 15.01% |
$166K - $186K
|
35.4K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.43K- 3.1% |
$171K - $192K
|
201K
$6.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.85K- 5.51% |
$182K - $204K
|
117K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-8.88K- 16.47% |
$235K - $265K
|
45K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8.89K- 43.74% |
$236K - $265K
|
11.4K
$343K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9.64K- 81.2% |
$256K - $288K
|
2.23K
$67K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.4K- 0.46% |
$275K - $309K
|
2.23M
$66.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-10.7K- 38.47% |
$285K - $320K
|
17.2K
$515K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12.6K- 24.11% |
$333K - $375K
|
39.5K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 27.89% |
$363K - $408K
|
35.4K
$1.06M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-15.7K- 4.81% |
$416K - $468K
|
310K
$9.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.8K- 5.59% |
$445K - $500K
|
283K
$8.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-17.4K- 1.26% |
$462K - $520K
|
1.36M
$40.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-17.6K- 23.38% |
$466K - $525K
|
57.6K
$1.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-20.7K- 7.44% |
$550K - $618K
|
258K
$7.73M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.8K- 12.22% |
$630K - $709K
|
171K
$5.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-24.1K- 69.88% |
$640K - $720K
|
10.4K
$312K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-24.4K- 51.97% |
$647K - $727K
|
22.5K
$676K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-24.9K- 5.48% |
$659K - $742K
|
428K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-26.3K- 28.02% |
$697K - $784K
|
67.5K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-27K- 30.14% |
$715K - $805K
|
62.5K
$1.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-28.6K- 79.14% |
$758K - $853K
|
7.53K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.4K- 17.91% |
$779K - $877K
|
135K
$4.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-31.5K- 20.04% |
$836K - $940K
|
126K
$3.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-32.2K- 1.85% |
$854K - $961K
|
1.7M
$51.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33.9K- 72.02% |
$899K - $1.01M
|
13.2K
$395K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-34.8K- 73.95% |
$922K - $1.04M
|
12.3K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.4K- 4.84% |
$939K - $1.06M
|
696K
$20.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-36.1K- 5.78% |
$957K - $1.08M
|
588K
$17.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-37.1K- 10.02% |
$984K - $1.11M
|
333K
$10M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-37.6K- 20.95% |
$996K - $1.12M
|
142K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.1K- 84.85% |
$1.19M - $1.34M
|
8.05K
$241K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-47.3K- 6.14% |
$1.25M - $1.41M
|
722K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-48.1K- 3.21% |
$1.28M - $1.44M
|
1.45M
$43.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-55.3K- 42.55% |
$1.47M - $1.65M
|
74.6K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-59.8K- 13.42% |
$1.59M - $1.78M
|
386K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.1K- 23.19% |
$1.67M - $1.88M
|
209K
$6.28M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-69.1K- 95.4% |
$1.83M - $2.06M
|
3.33K
$99.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-87.6K- 18.82% |
$2.32M - $2.61M
|
378K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-94.5K- 51.19% |
$2.51M - $2.82M
|
90.1K
$2.7M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-148K- 49.38% |
$3.92M - $4.41M
|
151K
$4.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-257K- 31.48% |
$6.8M - $7.66M
|
558K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-293K- 54.09% |
$7.77M - $8.74M
|
249K
$7.46M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-378K- 76.41% |
$10M - $11.3M
|
117K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-590K- 97.7% |
$15.7M - $17.6M
|
13.9K
$416K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-793K- 14.74% |
$21M - $23.7M
|
4.59M
$138M
|