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 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-13.2K- 11.13% |
$470K - $514K
|
105K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.6KClosed |
$485K - $530K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.5K- 3.39% |
$517K - $565K
|
413K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-14.6K- 47.69% |
$521K - $569K
|
16K
$497K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-15K- 21.95% |
$534K - $583K
|
53.2K
$1.65M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15K- 38.81% |
$537K - $587K
|
23.7K
$736K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.2K- 60.42% |
$577K - $631K
|
10.6K
$329K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-16.2K- 57.11% |
$579K - $633K
|
12.2K
$378K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16.7K- 37.49% |
$594K - $650K
|
27.8K
$862K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17K- 18.8% |
$608K - $665K
|
73.6K
$2.28M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.1K- 38.21% |
$646K - $705K
|
29.2K
$908K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-18.7K- 72.49% |
$668K - $730K
|
7.1K
$220K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-19.1K- 6.7% |
$682K - $745K
|
266K
$8.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-20K- 98.67% |
$714K - $780K
|
269
$8.35K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20.2K- 65.44% |
$721K - $787K
|
10.7K
$331K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-20.2K- 2.51% |
$722K - $789K
|
785K
$24.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20.8K- 9.73% |
$743K - $812K
|
193K
$5.99M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 9.03% |
$801K - $876K
|
226K
$7.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-23K- 27.3% |
$821K - $897K
|
61.2K
$1.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-23.3K- 38.42% |
$831K - $909K
|
37.3K
$1.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-23.5KClosed |
$839K - $917K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-25.1K- 12.6% |
$895K - $978K
|
174K
$5.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25.6K- 60.68% |
$915K - $1M
|
16.6K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-25.7K- 2.42% |
$919K - $1M
|
1.04M
$32.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-27.8K- 7.0% |
$993K - $1.09M
|
369K
$11.5M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-27.8K- 20.85% |
$994K - $1.09M
|
106K
$3.28M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-28.4KClosed |
$1.01M - $1.11M
|
0
$0
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-31.5KClosed |
$1.13M - $1.23M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-35.1KClosed |
$1.25M - $1.37M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-35.6K- 51.62% |
$1.27M - $1.39M
|
33.4K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-36.7K- 7.2% |
$1.31M - $1.43M
|
473K
$14.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-37.8K- 68.9% |
$1.35M - $1.47M
|
17.1K
$529K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-37.9KClosed |
$1.35M - $1.48M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-39.1KClosed |
$1.39M - $1.52M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-40.6KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-43.4K- 18.09% |
$1.55M - $1.69M
|
197K
$6.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-47.1K- 15.66% |
$1.68M - $1.84M
|
254K
$7.87M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-54K- 71.24% |
$1.93M - $2.11M
|
21.8K
$677K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-54.3K- 49.44% |
$1.94M - $2.12M
|
55.5K
$1.72M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-56.3KClosed |
$2.01M - $2.2M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-56.4K- 38.81% |
$2.01M - $2.2M
|
88.9K
$2.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-56.8K- 27.97% |
$2.03M - $2.22M
|
146K
$4.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-60.6KClosed |
$2.16M - $2.36M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-68.1KClosed |
$2.43M - $2.66M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-70.9K- 24.81% |
$2.53M - $2.77M
|
215K
$6.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-75.6K- 10.65% |
$2.7M - $2.95M
|
635K
$19.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-80.8KClosed |
$2.89M - $3.15M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.8K- 12.78% |
$3.03M - $3.31M
|
579K
$18M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-88.9K- 17.43% |
$3.17M - $3.47M
|
421K
$13.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-90.4KClosed |
$3.23M - $3.53M
|
0
$0
|