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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27.3K+ 14.24% |
$973K - $1.06M
|
219K
$6.79M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
27K+ 153.4% |
$965K - $1.05M
|
44.7K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25K+ 22.76% |
$894K - $976K
|
135K
$4.19M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
23.4KNew |
$834K - $911K
|
23.4K
$725K
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
23.2KNew |
$828K - $905K
|
23.2K
$720K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.5K+ 22.24% |
$802K - $877K
|
124K
$3.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
22.3KNew |
$797K - $871K
|
22.3K
$693K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.3K+ 229.9% |
$796K - $870K
|
32K
$993K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
21.5KNew |
$766K - $837K
|
21.5K
$666K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.9K+ 79.18% |
$709K - $775K
|
45K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
17.5K+ 59.66% |
$623K - $681K
|
46.7K
$1.45M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
16K+ 2.17% |
$571K - $624K
|
753K
$23.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.5K+ 1852.68% |
$519K - $567K
|
15.3K
$475K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
13.7KNew |
$488K - $533K
|
13.7K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.7K+ 18.24% |
$454K - $497K
|
82.5K
$2.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
12.1KNew |
$431K - $471K
|
12.1K
$375K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
11.8K+ 17.84% |
$420K - $459K
|
77.7K
$2.41M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.6KNew |
$416K - $454K
|
11.6K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10.9KNew |
$390K - $426K
|
10.9K
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.8K+ 4.46% |
$386K - $422K
|
254K
$7.87M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.3K+ 4.77% |
$368K - $402K
|
226K
$7.03M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
10.1KNew |
$360K - $394K
|
10.1K
$313K
|
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
9.92K+ 14.39% |
$354K - $387K
|
78.8K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
9.86KNew |
$352K - $385K
|
9.86K
$306K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
9.24KNew |
$330K - $360K
|
9.24K
$287K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
9.08K+ 147.96% |
$324K - $354K
|
15.2K
$472K
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
8.83KNew |
$315K - $344K
|
8.83K
$274K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
8.81KNew |
$315K - $344K
|
8.81K
$274K
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.38K+ 7.09% |
$299K - $327K
|
127K
$3.93M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.37KNew |
$299K - $327K
|
8.37K
$260K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.63K+ 7.6% |
$272K - $298K
|
108K
$3.35M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.09K+ 122.29% |
$253K - $277K
|
12.9K
$400K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.09K+ 122.29% |
$253K - $277K
|
12.9K
$400K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.89K+ 11.75% |
$246K - $269K
|
65.5K
$2.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.8K+ 18.15% |
$243K - $265K
|
44.3K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6.69K+ 25.95% |
$239K - $261K
|
32.5K
$1.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
6.22KNew |
$222K - $242K
|
6.22K
$193K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
6.19KNew |
$221K - $242K
|
6.19K
$192K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
5.78K+ 37.33% |
$206K - $225K
|
21.3K
$660K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.73KNew |
$205K - $224K
|
5.73K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.66K+ 2.17% |
$202K - $221K
|
267K
$8.29M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.63KNew |
$201K - $220K
|
5.63K
$175K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.57K+ 6.95% |
$199K - $217K
|
85.6K
$2.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.18K+ 804.98% |
$185K - $202K
|
5.82K
$181K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.17K+ 10.12% |
$185K - $202K
|
56.2K
$1.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.69K+ 12.47% |
$167K - $183K
|
42.3K
$1.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
4.68K+ 21.03% |
$167K - $182K
|
26.9K
$836K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.59K+ 23.54% |
$164K - $179K
|
24.1K
$748K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.38K+ 10.07% |
$156K - $171K
|
47.8K
$1.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.27KNew |
$152K - $167K
|
4.27K
$133K
|