Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q3 2024. 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 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
33.9KNew |
$990K - $1.14M
|
33.9K
$1.11M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.6KNew |
$602K - $691K
|
20.6K
$674K
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
9.67K+ 63.88% |
$283K - $324K
|
24.8K
$811K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7.64K+ 6.16% |
$223K - $256K
|
132K
$4.3M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.2K+ 5.42% |
$211K - $241K
|
140K
$4.58M
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
7.19K+ 2.52% |
$210K - $241K
|
293K
$9.57M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.4K+ 5.45% |
$187K - $214K
|
124K
$4.05M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.96K+ 2.0% |
$174K - $200K
|
304K
$9.94M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.29K+ 5.56% |
$125K - $144K
|
81.4K
$2.66M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.54K+ 4.52% |
$103K - $119K
|
81.9K
$2.68M
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
3.16K+ 8.22% |
$92.3K - $106K
|
41.6K
$1.36M
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$73.1K - $83.8K
|
2.5K
$81.7K
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.27K+ 0.63% |
$37K - $42.4K
|
202K
$6.62M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
325+ 1.43% |
$9.5K - $10.9K
|
23.1K
$756K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
288+ 1.85% |
$8.42K - $9.65K
|
15.8K
$517K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
158+ 1.68% |
$4.62K - $5.29K
|
9.59K
$313K
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.49% |
$906 - $1.04K
|
6.42K
$210K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
24+ 0.21% |
$702 - $804
|
11.3K
$369K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.11% |
$58.5 - $67
|
1.78K
$58.3K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21- 2.04% |
$614 - $704
|
1.01K
$33K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 75.0% |
$8.77K - $10.1K
|
100
$3.27K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-339- 2.8% |
$9.91K - $11.4K
|
11.8K
$385K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-396- 5.18% |
$11.6K - $13.3K
|
7.25K
$237K
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-770- 3.56% |
$22.5K - $25.8K
|
20.8K
$681K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-950- 5.28% |
$27.8K - $31.8K
|
17K
$557K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.19K- 14.27% |
$122K - $140K
|
25.2K
$823K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.8K- 48.16% |
$432K - $495K
|
15.9K
$520K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-17.2K- 4.31% |
$502K - $576K
|
382K
$12.5M
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-265K- 86.87% |
$7.74M - $8.87M
|
40K
$1.31M
|