Purchases and Sales Made in Q4 2020 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2021
Q4 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.63M+ 54.73% |
$54.9M - $64.8M
|
4.61M
$138M
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.58MNew |
$53.2M - $62.9M
|
1.58M
$47.4M
|
|
Feb 08, 2021
Q4 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
890K+ 47.49% |
$30M - $35.4M
|
2.76M
$82.9M
|
|
Jan 25, 2021
Q4 2020
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
887KNew |
$29.9M - $35.3M
|
887K
$26.6M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
870K+ 135.86% |
$29.3M - $34.6M
|
1.51M
$45.3M
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
BUY
|
- |
743KNew |
$25M - $29.5M
|
743K
$22.3M
|
|
Feb 12, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
704KNew |
$23.7M - $28M
|
704K
$21.1M
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
570K+ 409.24% |
$19.2M - $22.7M
|
709K
$21.3M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
552K+ 18.49% |
$18.6M - $22M
|
3.54M
$106M
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
527KNew |
$17.7M - $21M
|
527K
$15.8M
|
|
Jan 12, 2021
Q4 2020
|
Astor Investment Management LLC
|
BUY
|
- |
493KNew |
$16.6M - $19.6M
|
493K
$14.8M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
478K+ 190.57% |
$16.1M - $19M
|
728K
$21.9M
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
412K+ 403.87% |
$13.9M - $16.4M
|
513K
$15.4M
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
382KNew |
$12.9M - $15.2M
|
382K
$11.5M
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
355KNew |
$11.9M - $14.1M
|
355K
$10.6M
|
|
Feb 16, 2021
Q4 2020
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
347KNew |
$11.7M - $13.8M
|
347K
$10.4M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
344K+ 1854.9% |
$11.6M - $13.7M
|
363K
$10.9M
|
|
Feb 11, 2021
Q4 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
307KNew |
$10.3M - $12.2M
|
307K
$9.21M
|
|
Feb 11, 2021
Q4 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
261KNew |
$8.78M - $10.4M
|
261K
$7.82M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
244K+ 1491.63% |
$8.2M - $9.68M
|
260K
$7.8M
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
192K+ 347.79% |
$6.47M - $7.64M
|
247K
$7.42M
|
|
Jun 17, 2024
Q4 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
187K+ 92.05% |
$6.3M - $7.44M
|
390K
$11.7M
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
184K+ 153.35% |
$6.2M - $7.32M
|
304K
$9.12M
|
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
184KNew |
$6.19M - $7.31M
|
184K
$5.51M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164K+ 104.87% |
$5.53M - $6.54M
|
321K
$9.63M
|
|
Feb 10, 2021
Q4 2020
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
162KNew |
$5.45M - $6.43M
|
162K
$4.85M
|
|
Jan 28, 2021
Q4 2020
|
Legacy Financial Group LLC
|
BUY
|
- |
161KNew |
$5.42M - $6.4M
|
161K
$4.83M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
129K+ 43.73% |
$4.35M - $5.13M
|
424K
$12.7M
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
123KNew |
$4.15M - $4.9M
|
123K
$3.7M
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
122K+ 29.91% |
$4.11M - $4.86M
|
531K
$15.9M
|
|
Jan 19, 2021
Q4 2020
|
Stewardship Advisors, LLC
|
BUY
|
- |
120KNew |
$4.04M - $4.77M
|
120K
$3.6M
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
116K+ 120.06% |
$3.89M - $4.59M
|
212K
$6.35M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
113K+ 70.24% |
$3.81M - $4.5M
|
274K
$8.23M
|
|
Jan 26, 2021
Q4 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
112K+ 57.02% |
$3.78M - $4.46M
|
309K
$9.28M
|
|
Jan 27, 2021
Q4 2020
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
107KNew |
$3.6M - $4.26M
|
107K
$3.21M
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
98.9KNew |
$3.33M - $3.93M
|
98.9K
$2.97M
|
|
Feb 02, 2021
Q4 2020
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
88.9KNew |
$2.99M - $3.54M
|
88.9K
$2.67M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
87.3K+ 50.34% |
$2.94M - $3.47M
|
261K
$7.83M
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
BUY
|
- |
86.7K+ 29.41% |
$2.92M - $3.45M
|
381K
$11.4M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
85K+ 43.7% |
$2.86M - $3.38M
|
279K
$8.38M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
81.6KNew |
$2.75M - $3.24M
|
81.6K
$2.45M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
78.3K+ 198.61% |
$2.64M - $3.11M
|
118K
$3.53M
|
|
Feb 12, 2021
Q4 2020
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75.6KNew |
$2.55M - $3.01M
|
75.6K
$2.27M
|
|
Jan 26, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
71.3KNew |
$2.4M - $2.84M
|
71.3K
$2.14M
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
70.7K+ 78.07% |
$2.38M - $2.81M
|
161K
$4.84M
|
|
Feb 09, 2021
Q4 2020
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
69.3KNew |
$2.33M - $2.75M
|
69.3K
$2.08M
|
|
Feb 09, 2021
Q4 2020
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
67.1KNew |
$2.26M - $2.67M
|
67.1K
$2.01M
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
64.7K+ 88.14% |
$2.18M - $2.57M
|
138K
$4.14M
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
59.4K+ 19.89% |
$2M - $2.36M
|
358K
$10.7M
|
|
Jan 12, 2021
Q4 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
59.2K+ 42.8% |
$1.99M - $2.35M
|
197K
$5.92M
|