Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q4 2024. 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 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
207K+ 222.19% |
$6.3M - $7.07M
|
300K
$9.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
26.7K+ 8.69% |
$814K - $913K
|
334K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.2K+ 40.65% |
$433K - $486K
|
49.2K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10K+ 5.18% |
$306K - $343K
|
203K
$6.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
9.97K+ 3.41% |
$304K - $341K
|
303K
$9.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.08K+ 935.77% |
$277K - $310K
|
10K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.07KNew |
$215K - $242K
|
7.07K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.14K+ 16.68% |
$126K - $142K
|
29K
$898K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
3.2K+ 17.65% |
$97.4K - $109K
|
21.3K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.04K+ 15.11% |
$92.7K - $104K
|
23.2K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.55K+ 21.64% |
$77.7K - $87.1K
|
14.3K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 10.29% |
$64.6K - $72.5K
|
22.7K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.53K+ 6.88% |
$46.5K - $52.2K
|
23.7K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.25K+ 103.39% |
$38.1K - $42.8K
|
2.46K
$76.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.19K+ 4.43% |
$36.2K - $40.6K
|
28K
$868K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.1K+ 2.23% |
$33.4K - $37.5K
|
50.3K
$1.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
314New |
$9.57K - $10.7K
|
314
$9.74K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
287+ 0.35% |
$8.75K - $9.82K
|
82.1K
$2.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
164+ 0.05% |
$5K - $5.61K
|
308K
$9.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
150New |
$4.57K - $5.13K
|
150
$4.65K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-15- 5.58% |
$457 - $513
|
254
$7.88K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-70- 0.47% |
$2.13K - $2.39K
|
14.9K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-78- 0.77% |
$2.38K - $2.67K
|
10.1K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-92- 0.56% |
$2.8K - $3.15K
|
16.2K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-105- 0.5% |
$3.2K - $3.59K
|
20.7K
$643K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-386- 7.09% |
$11.8K - $13.2K
|
5.06K
$157K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-457- 4.77% |
$13.9K - $15.6K
|
9.13K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-605- 0.3% |
$18.4K - $20.7K
|
202K
$6.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-691- 37.33% |
$21.1K - $23.6K
|
1.16K
$36K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-866- 7.67% |
$26.4K - $29.6K
|
10.4K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-915- 0.55% |
$27.9K - $31.3K
|
166K
$5.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.17K- 11.9% |
$35.7K - $40K
|
8.67K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 4.73% |
$37.7K - $42.3K
|
24.9K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.3K- 2.09% |
$39.5K - $44.4K
|
60.8K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.35K- 8.49% |
$41.2K - $46.2K
|
14.6K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.64K- 3.56% |
$49.9K - $56K
|
44.4K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.67K- 5.32% |
$81.5K - $91.5K
|
47.6K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.26K- 19.11% |
$99.2K - $111K
|
13.8K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.78K- 4.66% |
$176K - $198K
|
118K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.75K- 16.91% |
$236K - $265K
|
38.1K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8.7K- 6.62% |
$265K - $298K
|
123K
$3.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-14.3K- 35.61% |
$434K - $487K
|
25.8K
$799K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.8K- 99.9% |
$482K - $541K
|
16
$496
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-31.4K- 8.22% |
$956K - $1.07M
|
350K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-134K- 80.48% |
$4.09M - $4.59M
|
32.5K
$1.01M
|