Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q4 2022. 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 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-7.02K- 10.69% |
$167K - $195K
|
58.6K
$1.82M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-8.09K- 25.35% |
$192K - $225K
|
23.8K
$739K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.98K- 40.49% |
$213K - $249K
|
13.2K
$409K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-9.11K- 10.38% |
$217K - $253K
|
78.6K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.55K- 25.85% |
$227K - $265K
|
27.4K
$849K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.3K- 6.55% |
$245K - $287K
|
147K
$4.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.4K- 46.01% |
$248K - $290K
|
12.2K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-10.5K- 26.78% |
$249K - $291K
|
28.7K
$888K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11K- 52.72% |
$262K - $306K
|
9.87K
$306K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-11.6K- 5.55% |
$276K - $322K
|
197K
$6.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11.6K- 12.76% |
$277K - $323K
|
79.5K
$2.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.7K- 18.48% |
$279K - $326K
|
51.7K
$1.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.8K- 30.26% |
$280K - $327K
|
27.2K
$842K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-14.8K- 38.84% |
$353K - $412K
|
23.3K
$724K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 4.83% |
$368K - $429K
|
305K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-16.4K- 37.67% |
$390K - $456K
|
27.1K
$842K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.7K- 19.92% |
$396K - $463K
|
66.9K
$2.08M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17K- 77.33% |
$403K - $471K
|
4.97K
$154K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-17.8K- 34.35% |
$423K - $494K
|
34K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-19.8K- 44.79% |
$471K - $550K
|
24.4K
$757K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.4K- 10.43% |
$486K - $568K
|
176K
$5.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-20.9K- 59.69% |
$497K - $581K
|
14.1K
$438K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-22.7K- 20.37% |
$540K - $630K
|
88.7K
$2.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23.5K- 7.36% |
$558K - $651K
|
295K
$9.15M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-24.7K- 14.8% |
$587K - $686K
|
142K
$4.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-24.7K- 42.32% |
$588K - $686K
|
33.7K
$1.04M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-26K- 36.77% |
$618K - $721K
|
44.7K
$1.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-26.3K- 11.18% |
$625K - $730K
|
209K
$6.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-37.5K- 23.42% |
$892K - $1.04M
|
123K
$3.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-37.8K- 24.36% |
$899K - $1.05M
|
117K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-39.9K- 11.98% |
$950K - $1.11M
|
293K
$9.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.1K- 38.89% |
$954K - $1.11M
|
63K
$1.95M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-40.8K- 12.26% |
$971K - $1.13M
|
292K
$9.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-42K- 17.72% |
$998K - $1.17M
|
195K
$6.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-47.1K- 18.02% |
$1.12M - $1.31M
|
214K
$6.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-55.8K- 15.48% |
$1.33M - $1.55M
|
305K
$9.45M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-68.5K- 87.66% |
$1.63M - $1.9M
|
9.65K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-99.3K- 28.94% |
$2.36M - $2.76M
|
244K
$7.56M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-109K- 71.92% |
$2.6M - $3.04M
|
42.7K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-109K- 71.92% |
$2.6M - $3.04M
|
42.7K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-113K- 13.97% |
$2.69M - $3.15M
|
698K
$21.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-143K- 6.94% |
$3.39M - $3.96M
|
1.91M
$59.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-143K- 21.36% |
$3.39M - $3.96M
|
525K
$16.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-153K- 61.18% |
$3.65M - $4.26M
|
97.4K
$3.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 46.01% |
$3.75M - $4.38M
|
185K
$5.73M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-161K- 20.05% |
$3.82M - $4.46M
|
641K
$19.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-171K- 22.7% |
$4.06M - $4.74M
|
581K
$18M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-222K- 21.21% |
$5.27M - $6.16M
|
824K
$25.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-232K- 14.87% |
$5.52M - $6.44M
|
1.33M
$41.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-280K- 72.79% |
$6.65M - $7.77M
|
105K
$3.24M
|