Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
585K+ 16.8% |
$15M - $16.9M
|
4.07M
$126M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
301KNew |
$7.72M - $8.7M
|
301K
$9.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
131KNew |
$3.35M - $3.78M
|
131K
$4.07M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
90K+ 59.48% |
$2.3M - $2.6M
|
241K
$7.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
88.1K+ 635.27% |
$2.26M - $2.54M
|
102K
$3.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
87.9KNew |
$2.25M - $2.54M
|
87.9K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
74K+ 109.99% |
$1.89M - $2.14M
|
141K
$4.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
73K+ 5.04% |
$1.87M - $2.11M
|
1.52M
$47.3M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
69.5KNew |
$1.78M - $2.01M
|
69.5K
$2.16M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
58.5KNew |
$1.5M - $1.69M
|
58.5K
$1.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
58.2KNew |
$1.49M - $1.68M
|
58.2K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
51.8KNew |
$1.33M - $1.5M
|
51.8K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51.3KNew |
$1.31M - $1.48M
|
51.3K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
51.2K+ 26.85% |
$1.31M - $1.48M
|
242K
$7.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
45.8KNew |
$1.17M - $1.32M
|
45.8K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
39.7K+ 50.84% |
$1.02M - $1.15M
|
118K
$3.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.6KNew |
$860K - $970K
|
33.6K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
32K+ 1.37% |
$820K - $925K
|
2.38M
$73.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
29.5KNew |
$755K - $851K
|
29.5K
$915K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
28.9K+ 11.0% |
$739K - $833K
|
291K
$9.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.7K+ 17.0% |
$708K - $799K
|
190K
$5.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
25.3K+ 7.56% |
$648K - $731K
|
360K
$11.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
24.3KNew |
$622K - $702K
|
24.3K
$754K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
24KNew |
$616K - $694K
|
24K
$746K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
23.2KNew |
$594K - $670K
|
23.2K
$720K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.1K+ 29.9% |
$590K - $666K
|
100K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23K+ 83.49% |
$589K - $664K
|
50.6K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20.2K+ 7.85% |
$518K - $584K
|
278K
$8.63M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
20K+ 9.63% |
$512K - $577K
|
228K
$7.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.7KNew |
$454K - $512K
|
17.7K
$550K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.6KNew |
$450K - $508K
|
17.6K
$546K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
17K+ 4.04% |
$436K - $492K
|
438K
$13.6M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
16.5KNew |
$424K - $478K
|
16.5K
$514K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
16.1K+ 3.76% |
$413K - $466K
|
445K
$13.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
15.7K+ 10.65% |
$402K - $454K
|
163K
$5.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.4KNew |
$344K - $388K
|
13.4K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
11.9K+ 6.5% |
$303K - $342K
|
194K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7KNew |
$301K - $339K
|
11.7K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
11.4KNew |
$292K - $329K
|
11.4K
$354K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
11.2K+ 36.46% |
$286K - $323K
|
41.9K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10.7K+ 9.99% |
$275K - $310K
|
118K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10K+ 4.55% |
$256K - $289K
|
230K
$7.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.52K+ 14.11% |
$244K - $275K
|
77K
$2.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
9.15K+ 15.36% |
$234K - $264K
|
68.7K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.43K+ 1.17% |
$216K - $243K
|
731K
$22.7M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7.74K+ 10.08% |
$198K - $223K
|
84.4K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.4K+ 48.98% |
$190K - $214K
|
22.5K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.4KNew |
$189K - $214K
|
7.4K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.31KNew |
$187K - $211K
|
7.31K
$227K
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
BUY
|
- |
7.06K+ 4.64% |
$181K - $204K
|
159K
$4.95M
|