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 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
232New |
$8.28K - $9.05K
|
232
$7.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
232+ 0.53% |
$8.28K - $9.05K
|
43.8K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
75New |
$2.68K - $2.93K
|
75
$2.33K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
38+ 8.41% |
$1.36K - $1.48K
|
490
$15.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13New |
$464 - $507
|
13
$404
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.16% |
$35.7 - $39
|
636
$19.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.02% |
$35.7 - $39
|
4.96K
$154K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.17% |
$35.7 - $39
|
597
$18.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1Closed |
$35.7 - $39
|
0
$0
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4- -0.0% |
$143 - $156
|
366K
$11.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-5- 0.08% |
$179 - $195
|
6.03K
$187K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22Closed |
$785 - $858
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-65- 1.68% |
$2.32K - $2.54K
|
3.81K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-68- 10.51% |
$2.43K - $2.65K
|
579
$18K
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-87- 2.51% |
$3.11K - $3.39K
|
3.38K
$105K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-90Closed |
$3.21K - $3.51K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-91- 0.04% |
$3.25K - $3.55K
|
251K
$7.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-101- 15.81% |
$3.61K - $3.94K
|
538
$16.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-105- 0.21% |
$3.75K - $4.1K
|
50.1K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-137Closed |
$4.89K - $5.34K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-169- 1.93% |
$6.03K - $6.59K
|
8.57K
$266K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-199Closed |
$7.1K - $7.76K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-214- 1.07% |
$7.64K - $8.35K
|
19.7K
$613K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-224- 25.78% |
$8K - $8.74K
|
645
$20K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-239- 27.86% |
$8.53K - $9.32K
|
619
$19.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-271- 1.68% |
$9.67K - $10.6K
|
15.9K
$493K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-351Closed |
$12.5K - $13.7K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-485- 0.2% |
$17.3K - $18.9K
|
243K
$7.54M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-498Closed |
$17.8K - $19.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-501- 35.11% |
$17.9K - $19.5K
|
926
$28.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-512- 2.66% |
$18.3K - $20K
|
18.8K
$583K
|
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-525- 0.07% |
$18.7K - $20.5K
|
713K
$22.1M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-671- 4.2% |
$24K - $26.2K
|
15.3K
$475K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-694- 1.7% |
$24.8K - $27.1K
|
40.2K
$1.25M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-790Closed |
$28.2K - $30.8K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-804- 10.29% |
$28.7K - $31.4K
|
7.01K
$218K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-962- 50.0% |
$34.3K - $37.5K
|
962
$29.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-995- 1.08% |
$35.5K - $38.8K
|
90.9K
$2.82M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 11.59% |
$36.3K - $39.7K
|
7.76K
$241K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.03K- 10.61% |
$36.6K - $40K
|
8.65K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.08K- 47.53% |
$38.5K - $42.1K
|
1.19K
$36.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.19K- 4.74% |
$42.5K - $46.4K
|
23.9K
$742K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.23K- 12.16% |
$43.7K - $47.8K
|
8.85K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.25K- 46.99% |
$44.6K - $48.8K
|
1.41K
$43.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.43KClosed |
$50.9K - $55.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.43K- 5.28% |
$50.9K - $55.6K
|
25.6K
$793K
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.49K- 4.86% |
$53.2K - $58.1K
|
29.2K
$906K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.54KClosed |
$55K - $60.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.61K- 18.84% |
$57.3K - $62.6K
|
6.92K
$215K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.66K- 14.59% |
$59.4K - $64.9K
|
9.74K
$302K
|