Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q3 2025. 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 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
62.3KNew |
$2.14M - $2.37M
|
62.3K
$2.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.3K+ 1.48% |
$832K - $924K
|
1.66M
$63.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
15.9K+ 52.89% |
$546K - $606K
|
46K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
8.07K+ 2.58% |
$277K - $307K
|
320K
$12.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.04K+ 4.02% |
$276K - $306K
|
208K
$8M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.43K+ 65.23% |
$186K - $207K
|
13.8K
$529K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.53K+ 66.27% |
$156K - $173K
|
11.4K
$437K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.86K+ 1.28% |
$98.2K - $109K
|
226K
$8.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
2.06K+ 9.73% |
$70.8K - $78.6K
|
23.3K
$894K
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.75K+ 0.74% |
$60.1K - $66.7K
|
239K
$9.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.26K+ 8.19% |
$43.2K - $47.9K
|
16.6K
$638K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
605+ 4.4% |
$20.8K - $23K
|
14.3K
$551K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
495New |
$17K - $18.9K
|
495
$19K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
463+ 3.61% |
$15.9K - $17.6K
|
13.3K
$510K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
357+ 1.71% |
$12.2K - $13.6K
|
21.3K
$818K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
122+ 0.26% |
$4.19K - $4.65K
|
47.9K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
72New |
$2.47K - $2.74K
|
72
$2.77K
|
|
|
Oct 20, 2025
Q3 2025
|
Refined Wealth Management
|
BUY
|
- |
8+ 0.13% |
$274 - $305
|
6.04K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-93- 2.04% |
$3.19K - $3.54K
|
4.46K
$171K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-99- 16.81% |
$3.4K - $3.77K
|
490
$18.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 0.78% |
$4.8K - $5.33K
|
17.8K
$682K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-249- 2.92% |
$8.54K - $9.48K
|
8.29K
$318K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-252- 53.16% |
$8.65K - $9.6K
|
222
$8.53K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-457- 4.02% |
$15.7K - $17.4K
|
10.9K
$420K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-598- 2.28% |
$20.5K - $22.8K
|
25.7K
$987K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-603- 88.16% |
$20.7K - $23K
|
81
$3.11K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-885- 22.83% |
$30.4K - $33.7K
|
2.99K
$115K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.04K- 3.09% |
$35.5K - $39.5K
|
32.5K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.42K- 2.46% |
$48.7K - $54.1K
|
56.3K
$2.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 5.49% |
$50.8K - $56.4K
|
25.5K
$980K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.55K- 9.1% |
$53.1K - $59K
|
15.5K
$594K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.74K- 3.95% |
$59.8K - $66.4K
|
42.3K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.65K- 0.57% |
$90.8K - $101K
|
464K
$17.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.68K- 2.22% |
$92K - $102K
|
118K
$4.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.76K- 0.91% |
$94.8K - $105K
|
302K
$11.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 0.5% |
$100K - $111K
|
579K
$22.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.98K- 16.12% |
$102K - $114K
|
15.5K
$596K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-3.31K- 3.6% |
$114K - $126K
|
88.5K
$3.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 2.16% |
$132K - $147K
|
174K
$6.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4.74K- 2.64% |
$163K - $181K
|
175K
$6.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.48K- 14.17% |
$188K - $209K
|
33.2K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-7.07K- 4.94% |
$243K - $269K
|
136K
$5.23M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-14.1K- 5.14% |
$484K - $538K
|
261K
$10M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-16.7K- 5.7% |
$573K - $636K
|
276K
$10.6M
|