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 22, 2021
Q4 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
11.2K+ 10.8% |
$378K - $446K
|
115K
$3.45M
|
|
|
Jan 19, 2021
Q4 2020
|
Old National Bancorp
|
BUY
|
- |
10.8K+ 12.03% |
$364K - $430K
|
101K
$3.02M
|
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.3K+ 103.63% |
$347K - $410K
|
20.3K
$608K
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2KNew |
$345K - $407K
|
10.2K
$307K
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
10K+ 20497.96% |
$338K - $399K
|
10.1K
$303K
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
10K+ 33.3% |
$337K - $397K
|
40K
$1.2M
|
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.8KNew |
$330K - $390K
|
9.8K
$294K
|
|
|
Jan 25, 2021
Q4 2020
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
9.33KNew |
$314K - $371K
|
9.33K
$280K
|
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.2K+ 92.55% |
$310K - $366K
|
19.1K
$574K
|
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.98K+ 1241.36% |
$302K - $357K
|
9.7K
$291K
|
|
|
Feb 22, 2021
Q4 2020
|
Echo Wealth Management, LLC
|
BUY
|
- |
8.25KNew |
$278K - $328K
|
8.25K
$247K
|
|
|
Feb 11, 2021
Q4 2020
|
Center For Asset Management LLC
|
BUY
|
- |
8.25KNew |
$278K - $328K
|
8.25K
$247K
|
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.9KNew |
$266K - $314K
|
7.9K
$237K
|
|
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.67K+ 127.28% |
$258K - $305K
|
13.7K
$411K
|
|
|
Feb 11, 2021
Q4 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.53KNew |
$254K - $300K
|
7.53K
$226K
|
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7.3KNew |
$246K - $290K
|
7.3K
$219K
|
|
|
Feb 10, 2021
Q4 2020
|
Flc Capital Advisors
|
BUY
|
- |
7.2K+ 21.06% |
$242K - $286K
|
41.4K
$1.24M
|
|
|
Feb 19, 2021
Q4 2020
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.18KNew |
$242K - $285K
|
7.18K
$215K
|
|
|
Jan 15, 2021
Q4 2020
|
Beacon Financial Group
|
BUY
|
- |
7.06KNew |
$238K - $281K
|
7.06K
$212K
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.96KNew |
$234K - $277K
|
6.96K
$209K
|
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.85KNew |
$231K - $272K
|
6.85K
$205K
|
|
|
Feb 12, 2021
Q4 2020
|
Waddell & Associates, LLC
|
BUY
|
- |
6.51K+ 0.96% |
$219K - $259K
|
682K
$20.5M
|
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.47KNew |
$218K - $257K
|
6.47K
$194K
|
|
|
Jan 27, 2021
Q4 2020
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.45KNew |
$217K - $257K
|
6.45K
$194K
|
|
|
Feb 16, 2021
Q4 2020
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.24KNew |
$210K - $248K
|
6.24K
$187K
|
|
|
Jan 12, 2021
Q4 2020
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.2KNew |
$209K - $246K
|
6.2K
$186K
|
|
|
Feb 03, 2021
Q4 2020
|
Western Financial Corporation
|
BUY
|
- |
6.18KNew |
$208K - $246K
|
6.18K
$185K
|
|
|
Feb 12, 2021
Q4 2020
|
Roosevelt Investment Group LLC
|
BUY
|
- |
6.03K+ 0.91% |
$203K - $240K
|
671K
$20.1M
|
|
|
Jan 13, 2021
Q4 2020
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.96KNew |
$201K - $237K
|
5.96K
$179K
|
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.96K+ 91.25% |
$201K - $237K
|
12.5K
$375K
|
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.74K+ 49.87% |
$193K - $228K
|
17.2K
$517K
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.67KNew |
$191K - $226K
|
5.67K
$170K
|
|
|
Feb 02, 2021
Q4 2020
|
Tfg Advisers LLC
|
BUY
|
- |
5.64KNew |
$190K - $224K
|
5.64K
$169K
|
|
|
Jan 20, 2021
Q4 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.43KNew |
$183K - $216K
|
5.43K
$163K
|
|
|
Feb 05, 2021
Q4 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
5.42K+ 23.81% |
$182K - $215K
|
28.2K
$845K
|
|
|
Feb 16, 2021
Q4 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.35KNew |
$180K - $213K
|
5.35K
$160K
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.19K+ 6.99% |
$175K - $206K
|
79.5K
$2.38M
|
|
|
Jan 26, 2021
Q4 2020
|
Csenge Advisory Group
|
BUY
|
- |
5.15K+ 53.32% |
$174K - $205K
|
14.8K
$445K
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.11K+ 9.65% |
$172K - $203K
|
58.1K
$1.74M
|
|
|
Feb 11, 2021
Q4 2020
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.11KNew |
$172K - $203K
|
5.11K
$153K
|
|
|
Jan 27, 2021
Q4 2020
|
Optas, LLC
|
BUY
|
- |
5.05KNew |
$170K - $201K
|
5.05K
$152K
|
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
BUY
|
- |
3.9K+ 40.28% |
$131K - $155K
|
13.6K
$407K
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.87K+ 15.67% |
$130K - $154K
|
28.6K
$858K
|
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.73K+ 559.91% |
$126K - $148K
|
4.4K
$132K
|
|
|
Feb 12, 2021
Q4 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.62K+ 33.36% |
$122K - $144K
|
14.5K
$435K
|
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.57K+ 8.46% |
$120K - $142K
|
45.8K
$1.37M
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.92KNew |
$98.5K - $116K
|
2.92K
$87.7K
|
|
|
Feb 09, 2021
Q4 2020
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.92K+ 25.24% |
$98.2K - $116K
|
14.5K
$434K
|
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
2.81K+ 28.93% |
$94.5K - $112K
|
12.5K
$375K
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
2.77K+ 36.15% |
$93.2K - $110K
|
10.4K
$313K
|