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 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-71.2K- 47.97% |
$1.82M - $2.06M
|
77.2K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.2K- 6.89% |
$1.95M - $2.2M
|
1.03M
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87.1K- 66.66% |
$2.23M - $2.52M
|
43.6K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-109K- 6.39% |
$2.79M - $3.15M
|
1.6M
$49.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-114K- 85.36% |
$2.93M - $3.3M
|
19.6K
$609K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-123K- 17.7% |
$3.15M - $3.56M
|
573K
$17.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-148K- 85.73% |
$3.8M - $4.29M
|
24.7K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-156K- 41.24% |
$3.99M - $4.5M
|
222K
$6.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-157K- 37.24% |
$4.01M - $4.53M
|
264K
$8.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-175K- 60.4% |
$4.49M - $5.06M
|
115K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-230K- 92.71% |
$5.9M - $6.65M
|
18.1K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-231K- 26.16% |
$5.91M - $6.67M
|
652K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-242K- 43.3% |
$6.19M - $6.98M
|
317K
$9.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-526K- 11.45% |
$13.5M - $15.2M
|
4.07M
$126M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-555K- 94.42% |
$14.2M - $16M
|
32.8K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-638K- 28.64% |
$16.3M - $18.4M
|
1.59M
$49.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-719K- 27.63% |
$18.4M - $20.8M
|
1.88M
$58.4M
|