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
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.25K+ 2.12% |
$152K - $166K
|
204K
$6.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.13K+ 1.14% |
$148K - $161K
|
368K
$11.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
3.86K+ 3.81% |
$138K - $151K
|
105K
$3.27M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.64K+ 3.3% |
$130K - $142K
|
114K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.53K+ 3.83% |
$126K - $138K
|
95.6K
$2.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.29K+ 15.09% |
$117K - $128K
|
25.1K
$779K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 5.99% |
$100K - $109K
|
49.6K
$1.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.77KNew |
$98.9K - $108K
|
2.77K
$86K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.71K+ 0.7% |
$96.8K - $106K
|
391K
$12.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.62KNew |
$93.4K - $102K
|
2.62K
$81.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.55K+ 9.53% |
$90.9K - $99.3K
|
29.2K
$908K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.24K+ 5.41% |
$80K - $87.4K
|
43.7K
$1.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.2K+ 3.49% |
$78.5K - $85.7K
|
65.1K
$2.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 5.21% |
$76.6K - $83.7K
|
43.3K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.06K+ 11.32% |
$73.6K - $80.4K
|
20.3K
$629K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.05KNew |
$73.2K - $80K
|
2.05K
$63.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.92K+ 10.32% |
$68.7K - $75.1K
|
20.6K
$638K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.87K+ 12.05% |
$66.6K - $72.8K
|
17.3K
$538K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.84K+ 33.52% |
$65.6K - $71.7K
|
7.32K
$227K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.72K+ 8.0% |
$61.5K - $67.2K
|
23.3K
$722K
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.71K+ 17.68% |
$61K - $66.6K
|
11.4K
$353K
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.55K+ 668.97% |
$55.4K - $60.5K
|
1.78K
$55.4K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
1.48K+ 358.35% |
$52.8K - $57.7K
|
1.89K
$58.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.19KNew |
$42.4K - $46.4K
|
1.19K
$36.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 16.06% |
$39.3K - $43K
|
7.96K
$247K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
1.03K+ 2.19% |
$36.7K - $40.1K
|
48K
$1.49M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.03K+ 154.5% |
$36.7K - $40.1K
|
1.7K
$52.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.03K+ 11.89% |
$36.6K - $40K
|
9.66K
$300K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
997New |
$35.6K - $38.9K
|
997
$30.9K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
990+ 0.77% |
$35.3K - $38.6K
|
129K
$4M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
955+ 6.96% |
$34.1K - $37.3K
|
14.7K
$456K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
953+ 4.39% |
$34K - $37.2K
|
22.7K
$703K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
952+ 34.37% |
$34K - $37.1K
|
3.72K
$116K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
934+ 16.22% |
$33.3K - $36.4K
|
6.69K
$208K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
858New |
$30.6K - $33.5K
|
858
$26.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
754New |
$26.9K - $29.4K
|
754
$23.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
742+ 0.85% |
$26.5K - $28.9K
|
88.3K
$2.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
707+ 2.3% |
$25.2K - $27.6K
|
31.4K
$974K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
695+ 66.32% |
$24.8K - $27.1K
|
1.74K
$54.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
632+ 6.48% |
$22.6K - $24.7K
|
10.4K
$323K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
558New |
$19.9K - $21.8K
|
558
$17.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
513+ 0.32% |
$18.3K - $20K
|
161K
$5M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
508+ 3.04% |
$18.1K - $19.8K
|
17.2K
$535K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
490+ 13.13% |
$17.5K - $19.1K
|
4.22K
$131K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
376+ 2.19% |
$13.4K - $14.7K
|
17.6K
$545K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
358+ 3.96% |
$12.8K - $14K
|
9.4K
$292K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
352+ 5.13% |
$12.6K - $13.7K
|
7.21K
$224K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
337+ 354.74% |
$12K - $13.1K
|
432
$13.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
293+ 10.03% |
$10.5K - $11.4K
|
3.22K
$99.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
260New |
$9.28K - $10.1K
|
260
$8.07K
|