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 28, 2021
Q4 2020
|
Montecito Bank & Trust
|
BUY
|
- |
2.68K+ 20.47% |
$90.3K - $107K
|
15.8K
$474K
|
|
|
Feb 08, 2021
Q4 2020
|
Xml Financial, LLC
|
BUY
|
- |
2.67K+ 20.16% |
$89.9K - $106K
|
15.9K
$478K
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.17K+ 16.57% |
$73.2K - $86.4K
|
15.3K
$459K
|
|
|
Feb 16, 2021
Q4 2020
|
Concord Wealth Partners
|
BUY
|
- |
2.03KNew |
$68.4K - $80.8K
|
2.03K
$61K
|
|
|
Feb 16, 2021
Q4 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.99K+ 0.93% |
$66.9K - $79K
|
217K
$6.5M
|
|
|
Feb 10, 2021
Q4 2020
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.67K+ 0.46% |
$56.1K - $66.2K
|
363K
$10.9M
|
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
1.65KNew |
$55.5K - $65.5K
|
1.65K
$49.4K
|
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
1.64K+ 30.28% |
$55.1K - $65K
|
7.03K
$211K
|
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.46K+ 8.01% |
$49.2K - $58.1K
|
19.7K
$591K
|
|
|
Feb 16, 2021
Q4 2020
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.44K+ 14.31% |
$48.4K - $57.2K
|
11.5K
$345K
|
|
|
Feb 16, 2021
Q4 2020
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.41KNew |
$47.5K - $56.1K
|
1.41K
$42.4K
|
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.28KNew |
$43.2K - $51.1K
|
1.28K
$38.5K
|
|
|
Feb 11, 2021
Q4 2020
|
Esl Trust Services, LLC
|
BUY
|
- |
1.15K+ 0.17% |
$38.7K - $45.7K
|
671K
$20.1M
|
|
|
Feb 16, 2021
Q4 2020
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.1K+ 12.51% |
$37K - $43.7K
|
9.89K
$297K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
915New |
$30.8K - $36.4K
|
915
$27.5K
|
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
900+ 7.75% |
$30.3K - $35.8K
|
12.5K
$376K
|
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
700New |
$23.6K - $27.8K
|
700
$21K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
601New |
$20.2K - $23.9K
|
601
$18K
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
585New |
$19.7K - $23.3K
|
585
$17.6K
|
|
|
Jan 19, 2021
Q4 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
552+ 1.57% |
$18.6K - $21.9K
|
35.7K
$1.07M
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
499New |
$16.8K - $19.8K
|
499
$15K
|
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
BUY
|
- |
437New |
$14.7K - $17.4K
|
437
$13.1K
|
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
BUY
|
- |
378New |
$12.7K - $15K
|
378
$11.3K
|
|
|
Feb 10, 2021
Q4 2020
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
367New |
$12.4K - $14.6K
|
367
$11K
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
340+ 0.38% |
$11.4K - $13.5K
|
90.4K
$2.71M
|
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
219New |
$7.37K - $8.71K
|
219
$6.57K
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Advantage, Inc.
|
BUY
|
- |
199New |
$6.7K - $7.91K
|
199
$5.97K
|
|
|
Jan 29, 2021
Q4 2020
|
Corbenic Partners LLC
|
BUY
|
- |
129+ 0.2% |
$4.34K - $5.13K
|
65.1K
$1.95M
|
|
|
Feb 01, 2021
Q4 2020
|
Avestar Capital, LLC
|
BUY
|
- |
105+ 0.89% |
$3.54K - $4.17K
|
11.8K
$355K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
81New |
$2.73K - $3.22K
|
81
$2.43K
|
|
|
Feb 02, 2021
Q4 2020
|
Flagship Private Wealth, LLC
|
BUY
|
- |
72New |
$2.42K - $2.86K
|
72
$2.16K
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
26New |
$875 - $1.03K
|
26
$780
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18New |
$606 - $716
|
18
$540
|
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17New |
$572 - $676
|
17
$510
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7New |
$236 - $278
|
7
$210
|
|
|
Jan 29, 2021
Q4 2020
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.42% |
$101 - $119
|
717
$21.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1+ 0.35% |
$33.7 - $39.8
|
286
$8.58K
|
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-128Closed |
$4.31K - $5.09K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-174- 1.69% |
$5.86K - $6.92K
|
10.1K
$304K
|
|
|
Feb 11, 2021
Q4 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-325- 6.19% |
$10.9K - $12.9K
|
4.92K
$148K
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-825Closed |
$27.8K - $32.8K
|
0
$0
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-850- 55.16% |
$28.6K - $33.8K
|
691
$20.7K
|
|
|
Jan 15, 2021
Q4 2020
|
Gofen & Glossberg LLC
|
SELL
|
- |
-992- 14.72% |
$33.4K - $39.4K
|
5.75K
$172K
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.12K- 7.08% |
$37.8K - $44.6K
|
14.7K
$442K
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.2K- 1.48% |
$40.4K - $47.7K
|
79.8K
$2.39M
|
|
|
Feb 03, 2021
Q4 2020
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.27K- 0.69% |
$42.8K - $50.6K
|
182K
$5.45M
|
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.38K- 0.86% |
$46.5K - $54.9K
|
159K
$4.77M
|
|
|
Feb 25, 2021
Q4 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.83K- 6.98% |
$61.6K - $72.7K
|
24.4K
$731K
|
|
|
Jan 21, 2021
Q4 2020
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.5K- 2.66% |
$84.2K - $99.4K
|
91.5K
$2.74M
|
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-2.73K- 68.62% |
$92.1K - $109K
|
1.25K
$37.5K
|