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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$25.6 - $28.9
|
239
$7.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$25.6 - $28.9
|
253
$7.85K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.07% |
$205 - $231
|
11.6K
$360K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-47- 3.86% |
$1.2K - $1.36K
|
1.17K
$36.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-59- 26.46% |
$1.51K - $1.7K
|
164
$5.09K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 26.97% |
$1.66K - $1.88K
|
176
$5.46K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-75- 0.45% |
$1.92K - $2.17K
|
16.5K
$512K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-80- 7.63% |
$2.05K - $2.31K
|
968
$30K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-136- 0.11% |
$3.48K - $3.93K
|
126K
$3.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-185- 0.1% |
$4.74K - $5.34K
|
188K
$5.84M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-196- 5.89% |
$5.02K - $5.66K
|
3.13K
$97.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-221- 53.64% |
$5.66K - $6.38K
|
191
$5.93K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-333- 1.88% |
$8.52K - $9.62K
|
17.4K
$541K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-344- 15.07% |
$8.81K - $9.93K
|
1.94K
$60.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-390- 2.95% |
$9.98K - $11.3K
|
12.8K
$399K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-443- 0.28% |
$11.3K - $12.8K
|
159K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-464- 22.58% |
$11.9K - $13.4K
|
1.59K
$49.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-562- 5.76% |
$14.4K - $16.2K
|
9.19K
$285K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-615- 2.39% |
$15.7K - $17.8K
|
25.2K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-715- 1.59% |
$18.3K - $20.6K
|
44.3K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-735- 6.59% |
$18.8K - $21.2K
|
10.4K
$323K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-746- 1.89% |
$19.1K - $21.5K
|
38.8K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-921- 16.56% |
$23.6K - $26.6K
|
4.64K
$144K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-989- 5.52% |
$25.3K - $28.6K
|
16.9K
$525K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.04K- 40.76% |
$26.6K - $30.1K
|
1.51K
$47K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.07K- 0.7% |
$27.5K - $31K
|
152K
$4.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.1K- 11.63% |
$28.1K - $31.7K
|
8.35K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.19K- 1.03% |
$30.4K - $34.3K
|
114K
$3.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.27K- 4.84% |
$32.5K - $36.7K
|
25K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-1.31K- 0.17% |
$33.6K - $37.9K
|
771K
$23.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.32K- 6.3% |
$33.7K - $38K
|
19.6K
$607K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.33K- 98.96% |
$34.1K - $38.5K
|
14
$435
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.43K- 11.0% |
$36.6K - $41.2K
|
11.6K
$359K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.45K- 16.57% |
$37.1K - $41.8K
|
7.29K
$226K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.45K- 14.64% |
$37.2K - $41.9K
|
8.47K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.53K- 8.88% |
$39K - $44K
|
15.7K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.58K- 17.84% |
$40.6K - $45.7K
|
7.29K
$226K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.72K- 9.25% |
$43.9K - $49.5K
|
16.8K
$522K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.83K- 5.79% |
$46.8K - $52.8K
|
29.7K
$923K
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.01K- 10.18% |
$51.4K - $58K
|
17.7K
$550K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.19K- 21.93% |
$56K - $63.2K
|
7.79K
$242K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.28K- 13.9% |
$58.2K - $65.7K
|
14.1K
$437K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.55K- 22.42% |
$65.3K - $73.6K
|
8.83K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.67K- 1.65% |
$68.4K - $77.2K
|
159K
$4.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.87K- 17.44% |
$73.5K - $82.9K
|
13.6K
$422K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 13.9% |
$73.8K - $83.2K
|
17.8K
$554K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 29.81% |
$79.4K - $89.6K
|
7.3K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.2K- 17.38% |
$81.9K - $92.4K
|
15.2K
$472K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.33K- 99.29% |
$85.3K - $96.3K
|
24
$745
|