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 13, 2021
Q4 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
59.1K+ 574.33% |
$1.99M - $2.35M
|
69.4K
$2.08M
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
58.9K+ 33.73% |
$1.98M - $2.34M
|
234K
$7.01M
|
|
Feb 16, 2021
Q4 2020
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
56.6K+ 29.75% |
$1.91M - $2.25M
|
247K
$7.41M
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
56.6KNew |
$1.9M - $2.25M
|
56.6K
$1.7M
|
|
Feb 12, 2021
Q4 2020
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
52.3KNew |
$1.76M - $2.08M
|
52.3K
$1.57M
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
50.4K+ 6.95% |
$1.7M - $2.01M
|
776K
$23.3M
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
47.3KNew |
$1.59M - $1.88M
|
47.3K
$1.42M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
47K+ 6.08% |
$1.58M - $1.87M
|
820K
$24.6M
|
|
Mar 09, 2021
Q4 2020
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
42.1KNew |
$1.42M - $1.67M
|
42.1K
$1.26M
|
|
Feb 04, 2021
Q4 2020
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
40.8KNew |
$1.37M - $1.62M
|
40.8K
$1.22M
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.6K+ 38.03% |
$1.37M - $1.61M
|
147K
$4.42M
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37.2KNew |
$1.25M - $1.48M
|
37.2K
$1.12M
|
|
Mar 02, 2021
Q4 2020
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
36.2KNew |
$1.22M - $1.44M
|
36.2K
$1.08M
|
|
Apr 24, 2024
Q4 2020
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
35.4K+ 11.74% |
$1.19M - $1.41M
|
337K
$10.1M
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32.2K+ 8.77% |
$1.09M - $1.28M
|
400K
$12M
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
30.9KNew |
$1.04M - $1.23M
|
30.9K
$928K
|
|
Feb 16, 2021
Q4 2020
|
Mai Capital Management
|
BUY
|
- |
28.3KNew |
$952K - $1.12M
|
28.3K
$848K
|
|
Jan 15, 2021
Q4 2020
|
Monument Capital Management
|
BUY
|
- |
28K+ 28.97% |
$944K - $1.12M
|
125K
$3.75M
|
|
Feb 02, 2021
Q4 2020
|
Howard Financial Services, Ltd.
|
BUY
|
- |
27.3K+ 17.35% |
$918K - $1.08M
|
184K
$5.53M
|
|
Feb 10, 2021
Q4 2020
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
26.4K+ 5.85% |
$889K - $1.05M
|
478K
$14.3M
|
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
26.4KNew |
$888K - $1.05M
|
26.4K
$791K
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.3KNew |
$886K - $1.05M
|
26.3K
$789K
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26.3K+ 123.38% |
$886K - $1.05M
|
47.6K
$1.43M
|
|
Feb 16, 2021
Q4 2020
|
Harbor Advisory Corp
|
BUY
|
- |
24.3KNew |
$819K - $967K
|
24.3K
$729K
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.3K+ 36.67% |
$817K - $965K
|
90.4K
$2.71M
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.2K+ 123.58% |
$815K - $962K
|
43.8K
$1.31M
|
|
Jan 22, 2021
Q4 2020
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
23.9K+ 14.32% |
$804K - $949K
|
191K
$5.72M
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23.7KNew |
$798K - $942K
|
23.7K
$711K
|
|
Feb 16, 2021
Q4 2020
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.3KNew |
$783K - $925K
|
23.3K
$698K
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
BUY
|
- |
22.4K+ 49740.0% |
$754K - $890K
|
22.4K
$673K
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
21.1K+ 61.68% |
$712K - $840K
|
55.4K
$1.66M
|
|
Feb 02, 2021
Q4 2020
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
21KNew |
$705K - $833K
|
21K
$629K
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
20.4KNew |
$686K - $810K
|
20.4K
$611K
|
|
Feb 12, 2021
Q4 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.3KNew |
$617K - $729K
|
18.3K
$550K
|
|
Jan 25, 2021
Q4 2020
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.5KNew |
$589K - $696K
|
17.5K
$525K
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.3K+ 94.9% |
$583K - $688K
|
35.5K
$1.07M
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
17.1KNew |
$574K - $678K
|
17.1K
$512K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.8K+ 54.73% |
$565K - $668K
|
47.5K
$1.42M
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.7K+ 29.02% |
$564K - $666K
|
74.4K
$2.23M
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
16.2K+ 1135.11% |
$545K - $644K
|
17.6K
$529K
|
|
Jan 29, 2021
Q4 2020
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
15.9K+ 251.37% |
$534K - $631K
|
22.2K
$665K
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.5K+ 44.87% |
$489K - $577K
|
46.9K
$1.41M
|
|
Jan 19, 2021
Q4 2020
|
Caliber Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$484K - $571K
|
14.4K
$431K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.3KNew |
$480K - $567K
|
14.3K
$428K
|
|
Jan 20, 2021
Q4 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
14.1K+ 46.53% |
$474K - $560K
|
44.3K
$1.33M
|
|
Feb 08, 2021
Q4 2020
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.6KNew |
$458K - $541K
|
13.6K
$408K
|
|
Feb 11, 2021
Q4 2020
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12.5K+ 6.98% |
$421K - $497K
|
192K
$5.76M
|
|
Feb 11, 2021
Q4 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
12K+ 5.71% |
$405K - $478K
|
223K
$6.68M
|
|
Jan 27, 2021
Q4 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
11.7K+ 5.7% |
$393K - $464K
|
216K
$6.49M
|
|
Jan 26, 2021
Q4 2020
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
11.5KNew |
$388K - $458K
|
11.5K
$345K
|