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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.38K- 6.58% |
$86.6K - $97.7K
|
48K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 30.92% |
$90.5K - $102K
|
7.9K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.78K- 28.69% |
$96.8K - $109K
|
9.4K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.91K- 4.62% |
$100K - $113K
|
80.8K
$2.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.25K- 0.31% |
$109K - $123K
|
1.36M
$42.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.3K- 12.17% |
$110K - $124K
|
31.1K
$964K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-4.32K- 35.28% |
$111K - $125K
|
7.93K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-4.52K- 63.06% |
$116K - $130K
|
2.65K
$82.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.72K- 62.6% |
$121K - $136K
|
2.82K
$87.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.32K- 30.32% |
$136K - $153K
|
12.2K
$379K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.47K- 4.69% |
$140K - $158K
|
111K
$3.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.74K- 32.54% |
$147K - $166K
|
11.9K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.98K- 8.59% |
$153K - $173K
|
63.7K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-6.06K- 9.88% |
$155K - $175K
|
55.2K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-6.3K- 26.61% |
$161K - $182K
|
17.4K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.54K- 5.6% |
$193K - $218K
|
127K
$3.94M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.88K- 5.2% |
$227K - $256K
|
162K
$5.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-8.93K- 11.96% |
$229K - $258K
|
65.7K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.1K- 43.44% |
$233K - $263K
|
11.8K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-9.6K- 15.36% |
$246K - $277K
|
52.9K
$1.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-9.76K- 27.21% |
$250K - $282K
|
26.1K
$810K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.77K- 3.86% |
$250K - $282K
|
243K
$7.55M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.81K- 25.78% |
$251K - $283K
|
28.2K
$876K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-10.3K- 5.13% |
$264K - $298K
|
191K
$5.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.3K- 9.07% |
$289K - $326K
|
113K
$3.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11.3K- 62.29% |
$290K - $327K
|
6.86K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-11.7K- 24.68% |
$300K - $338K
|
35.7K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.1K- 59.37% |
$311K - $351K
|
8.31K
$258K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.4K- 54.81% |
$316K - $357K
|
10.2K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.9K- 11.0% |
$331K - $373K
|
104K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.3K- 37.59% |
$341K - $384K
|
22.1K
$686K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-14K- 53.62% |
$358K - $404K
|
12.1K
$376K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16K- 4.8% |
$409K - $461K
|
317K
$9.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-17.5K- 24.23% |
$447K - $504K
|
54.6K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20K- 9.58% |
$513K - $578K
|
189K
$5.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-20.2K- 36.03% |
$516K - $582K
|
35.8K
$1.11M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-21.2K- 7.25% |
$542K - $612K
|
271K
$8.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.5K- 27.22% |
$628K - $708K
|
65.6K
$2.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-26.6K- 9.17% |
$681K - $769K
|
264K
$8.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-26.9K- 99.8% |
$688K - $776K
|
55
$1.71K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-27.9K- 27.8% |
$715K - $806K
|
72.5K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-28.1K- 7.45% |
$720K - $812K
|
349K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.7K- 12.61% |
$915K - $1.03M
|
248K
$7.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-36.8K- 44.07% |
$942K - $1.06M
|
46.7K
$1.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.2K- 21.65% |
$977K - $1.1M
|
138K
$4.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40.1K- 69.35% |
$1.03M - $1.16M
|
17.7K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-40.6K- 12.93% |
$1.04M - $1.17M
|
273K
$8.48M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-41.1K- 58.7% |
$1.05M - $1.19M
|
28.9K
$897K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-45.6K- 63.91% |
$1.17M - $1.32M
|
25.7K
$799K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-69.1K- 48.78% |
$1.77M - $2M
|
72.6K
$2.25M
|