Purchases and Sales Made in Q4 2021 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.82M+ 4821446.0% |
$172M - $188M
|
4.82M
$150M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
612K+ 35453.62% |
$21.9M - $23.9M
|
614K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
396K+ 142.25% |
$14.1M - $15.4M
|
674K
$20.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
374KNew |
$13.3M - $14.6M
|
374K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
334K+ 77.65% |
$11.9M - $13M
|
765K
$23.7M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
286KNew |
$10.2M - $11.2M
|
286K
$8.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
265KNew |
$9.46M - $10.3M
|
265K
$8.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
218K+ 61.96% |
$7.77M - $8.49M
|
569K
$17.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
205KNew |
$7.33M - $8.01M
|
205K
$6.37M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
205KNew |
$7.33M - $8.01M
|
205K
$6.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
205KNew |
$7.33M - $8.01M
|
205K
$6.37M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
196KNew |
$6.99M - $7.63M
|
196K
$6.07M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
183KNew |
$6.52M - $7.12M
|
183K
$5.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
178KNew |
$6.36M - $6.95M
|
178K
$5.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
173KNew |
$6.18M - $6.75M
|
173K
$5.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
162K+ 4.45% |
$5.78M - $6.32M
|
3.8M
$118M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
149K+ 10.35% |
$5.33M - $5.83M
|
1.59M
$49.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
145K+ 242.35% |
$5.17M - $5.65M
|
205K
$6.35M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
125KNew |
$4.45M - $4.86M
|
125K
$3.87M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
124K+ 5.19% |
$4.43M - $4.84M
|
2.52M
$78.2M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
122KNew |
$4.37M - $4.77M
|
122K
$3.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
119K+ 86.03% |
$4.24M - $4.63M
|
257K
$7.97M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
113KNew |
$4.02M - $4.4M
|
113K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95.8KNew |
$3.42M - $3.74M
|
95.8K
$2.97M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
87.9K+ 37.85% |
$3.14M - $3.43M
|
320K
$9.94M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
84.3KNew |
$3.01M - $3.29M
|
84.3K
$2.62M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
78.3KNew |
$2.8M - $3.06M
|
78.3K
$2.43M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
76.3K+ 39.42% |
$2.72M - $2.98M
|
270K
$8.38M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
74.1KNew |
$2.64M - $2.89M
|
74.1K
$2.3M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
73.3KNew |
$2.62M - $2.86M
|
73.3K
$2.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
66.7KNew |
$2.38M - $2.6M
|
66.7K
$2.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
60.8K+ 26.22% |
$2.17M - $2.37M
|
293K
$9.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
56.7K+ 23.38% |
$2.02M - $2.21M
|
299K
$9.28M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
53.5KNew |
$1.91M - $2.09M
|
53.5K
$1.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
53KNew |
$1.89M - $2.07M
|
53K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
48.5KNew |
$1.73M - $1.89M
|
48.5K
$1.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
47.8K+ 129.46% |
$1.71M - $1.86M
|
84.7K
$2.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
47.1KNew |
$1.68M - $1.84M
|
47.1K
$1.46M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
46.8K+ 163.89% |
$1.67M - $1.82M
|
75.3K
$2.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45.3KNew |
$1.62M - $1.77M
|
45.3K
$1.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
44.7KNew |
$1.59M - $1.74M
|
44.7K
$1.39M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
43.7K+ 3609.33% |
$1.56M - $1.71M
|
44.9K
$1.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
38K+ 1.98% |
$1.36M - $1.48M
|
1.96M
$60.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
36.3K+ 5.31% |
$1.29M - $1.41M
|
719K
$22.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
31.5KNew |
$1.13M - $1.23M
|
31.5K
$978K
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
31KNew |
$1.11M - $1.21M
|
31K
$961K
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
29.3K+ 11.47% |
$1.04M - $1.14M
|
284K
$8.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
28.5KNew |
$1.02M - $1.11M
|
28.5K
$884K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
27.9K+ 56.67% |
$997K - $1.09M
|
77.2K
$2.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
27.6KNew |
$985K - $1.08M
|
27.6K
$856K
|