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 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.16K+ 3.51% |
$92.3K - $106K
|
93.1K
$2.89M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.02K+ 3.7% |
$88.3K - $101K
|
84.7K
$2.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.83K+ 1.68% |
$82.8K - $94.9K
|
171K
$5.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.75K+ 10.87% |
$80.3K - $92.1K
|
28K
$870K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
BUY
|
- |
2.71K+ 17.6% |
$79.2K - $90.8K
|
18.1K
$562K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.62K+ 1.82% |
$76.5K - $87.7K
|
146K
$4.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$73.1K - $83.8K
|
2.5K
$77.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.94KNew |
$56.6K - $64.8K
|
1.94K
$60.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.85KNew |
$54.1K - $62K
|
1.85K
$57.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.84K+ 9.71% |
$53.7K - $61.6K
|
20.8K
$644K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.82K+ 3.88% |
$53.3K - $61.1K
|
48.8K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.72K+ 4.01% |
$50.2K - $57.6K
|
44.5K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.65K+ 5.77% |
$48.3K - $55.4K
|
30.3K
$941K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.48K+ 8.23% |
$43.3K - $49.7K
|
19.5K
$605K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 1937.33% |
$42.5K - $48.7K
|
1.53K
$47.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.39K+ 14.89% |
$40.5K - $46.4K
|
10.7K
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.27K+ 0.63% |
$37K - $42.4K
|
202K
$6.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 3.24% |
$34.5K - $39.5K
|
37.6K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.18K+ 1.69% |
$34.4K - $39.4K
|
70.6K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.17K+ 13.54% |
$34.3K - $39.3K
|
9.84K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.04K+ 3.28% |
$30.3K - $34.7K
|
32.6K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.03K+ 586.93% |
$30.2K - $34.6K
|
1.21K
$37.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 43.59% |
$29.2K - $33.5K
|
3.29K
$102K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
995+ 1.76% |
$29.1K - $33.3K
|
57.7K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
936+ 32.65% |
$27.4K - $31.4K
|
3.8K
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
877+ 5.5% |
$25.6K - $29.4K
|
16.8K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
753+ 0.39% |
$22K - $25.2K
|
193K
$5.99M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
643+ 142.57% |
$18.8K - $21.5K
|
1.09K
$34K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
600+ 7.92% |
$17.5K - $20.1K
|
8.17K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
598+ 4.82% |
$17.5K - $20K
|
13K
$404K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
559+ 0.2% |
$16.3K - $18.7K
|
279K
$8.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
526+ 2.0% |
$15.4K - $17.6K
|
26.8K
$832K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
512+ 0.05% |
$15K - $17.2K
|
978K
$30.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
484New |
$14.1K - $16.2K
|
484
$15K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
482+ 5.17% |
$14.1K - $16.2K
|
9.8K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
427+ 0.88% |
$12.5K - $14.3K
|
48.8K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
325+ 1.43% |
$9.5K - $10.9K
|
23.1K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
294+ 1.03% |
$8.59K - $9.85K
|
28.9K
$897K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
288+ 1.85% |
$8.42K - $9.65K
|
15.8K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
241+ 100.42% |
$7.04K - $8.08K
|
481
$14.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
236New |
$6.9K - $7.91K
|
236
$7.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
219+ 0.01% |
$6.4K - $7.34K
|
1.55M
$48M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
158+ 1.68% |
$4.62K - $5.29K
|
9.59K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
123New |
$3.6K - $4.12K
|
123
$3.82K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
104+ 0.84% |
$3.04K - $3.49K
|
12.5K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
81+ 0.52% |
$2.37K - $2.71K
|
15.7K
$488K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49+ 2.5% |
$1.43K - $1.64K
|
2.01K
$62.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
38+ 0.18% |
$1.11K - $1.27K
|
21.3K
$661K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.49% |
$906 - $1.04K
|
6.42K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
24+ 0.21% |
$702 - $804
|
11.3K
$350K
|