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 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.93K- 3.76% |
$69K - $75.4K
|
49.6K
$1.54M
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-1.99K- 5.11% |
$71K - $77.6K
|
37K
$1.15M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2KClosed |
$71.4K - $78K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.08K- 24.49% |
$74.3K - $81.2K
|
6.42K
$199K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.29KClosed |
$81.6K - $89.2K
|
0
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-2.43K- 16.9% |
$86.6K - $94.6K
|
11.9K
$370K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.68K- 27.05% |
$95.8K - $105K
|
7.23K
$225K
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.81K- 17.12% |
$100K - $110K
|
13.6K
$423K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.19K- 25.3% |
$114K - $124K
|
9.42K
$292K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.26K- 44.36% |
$116K - $127K
|
4.09K
$127K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.37K- 2.05% |
$120K - $132K
|
161K
$5M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-3.55K- 15.95% |
$127K - $138K
|
18.7K
$580K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3.56K- 3.33% |
$127K - $139K
|
103K
$3.21M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-3.59K- 65.77% |
$128K - $140K
|
1.87K
$57.9K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.66K- 3.3% |
$131K - $143K
|
107K
$3.33M
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-3.76K- 33.16% |
$134K - $146K
|
7.57K
$235K
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.77K- 31.23% |
$135K - $147K
|
8.31K
$258K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.02K- 45.22% |
$143K - $157K
|
4.87K
$151K
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.04K- 41.93% |
$144K - $158K
|
5.6K
$174K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4.07K- 83.66% |
$145K - $159K
|
796
$24.7K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.19K- 18.54% |
$150K - $164K
|
18.4K
$572K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.25K- 10.75% |
$152K - $166K
|
35.3K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-4.81K- 9.24% |
$172K - $188K
|
47.2K
$1.47M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.22KClosed |
$186K - $204K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.38K- 16.54% |
$192K - $210K
|
27.2K
$843K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.42K- 11.06% |
$194K - $211K
|
43.6K
$1.35M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.49K- 17.12% |
$196K - $214K
|
26.6K
$825K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.57KClosed |
$199K - $217K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5.57K- 8.5% |
$199K - $217K
|
60K
$1.86M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.64K- 11.37% |
$201K - $220K
|
43.9K
$1.36M
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
SELL
|
- |
-5.67K- 8.86% |
$202K - $221K
|
58.4K
$1.81M
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.77K- 46.08% |
$206K - $225K
|
6.75K
$209K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.02KClosed |
$215K - $235K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.12KClosed |
$219K - $239K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6.18K- 47.7% |
$220K - $241K
|
6.77K
$210K
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-6.25KClosed |
$223K - $244K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.33K- 15.75% |
$226K - $247K
|
33.9K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.41K- 53.29% |
$229K - $250K
|
5.62K
$174K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.9K- 18.34% |
$246K - $269K
|
30.7K
$953K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-7.08K- 1.8% |
$253K - $276K
|
385K
$12M
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-7.19K- 50.31% |
$257K - $281K
|
7.1K
$220K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.36K- 11.19% |
$263K - $287K
|
58.4K
$1.81M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.53K- 24.55% |
$269K - $294K
|
23.2K
$719K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.78K- 16.65% |
$313K - $342K
|
43.9K
$1.36M
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-8.91KClosed |
$318K - $348K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-10.9K- 2.07% |
$389K - $425K
|
515K
$16M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.4K- 28.18% |
$408K - $446K
|
29.1K
$904K
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12.2KClosed |
$436K - $476K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12.6K- 19.16% |
$449K - $491K
|
53.1K
$1.65M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-12.7K- 2.63% |
$453K - $494K
|
470K
$14.6M
|