Latest Institutional Transactions on Wisdomtree Tr China Ex State O (CXSE)
This table provides information on the latest institutional transactions involving Wisdomtree Tr China Ex State O (CXSE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.46KClosed |
$223K - $328K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-76.7KClosed |
$2.65M - $3.89M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.86KClosed |
$133K - $196K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
498New |
$17.2K - $25.2K
|
498
$15.3K
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-382Closed |
$13.2K - $19.4K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-11.9KClosed |
$411K - $604K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-89Closed |
$4.29K - $5.13K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.05KClosed |
$388K - $464K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-12.8KClosed |
$614K - $735K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-18.7KClosed |
$899K - $1.08M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-650Closed |
$31.3K - $37.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-125Closed |
$6.02K - $7.21K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-7.17KClosed |
$345K - $413K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.82KClosed |
$473K - $566K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$568K - $680K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-94Closed |
$4.53K - $5.42K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.94KClosed |
$190K - $227K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2KNew |
$96.3K - $115K
|
2K
$61.3K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7.36KClosed |
$381K - $490K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-37.2KClosed |
$1.92M - $2.48M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-184KClosed |
$9.51M - $12.3M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
BUY
|
- |
12.9K+ 56.22% |
$669K - $862K
|
35.9K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.3KClosed |
$171K - $220K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
382New |
$19.8K - $25.5K
|
382
$11.7K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.23KClosed |
$167K - $215K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-603Closed |
$31.2K - $40.2K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-4.53KClosed |
$234K - $302K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.09K- 31.63% |
$108K - $139K
|
4.52K
$139K
|
|
Oct 22, 2021
Q3 2021
|
Milestone Resources Group LTD
|
SELL
|
- |
-3.1KClosed |
$160K - $206K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25Closed |
$1.29K - $1.67K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-3.96KClosed |
$205K - $264K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-3.97KClosed |
$205K - $265K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-139KClosed |
$8.45M - $9.45M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-4.34KClosed |
$264K - $295K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.23KClosed |
$561K - $628K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-40KClosed |
$2.43M - $2.72M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-788KClosed |
$47.9M - $53.6M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-23.4KClosed |
$1.42M - $1.59M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18Closed |
$1.09K - $1.22K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-68Closed |
$4.13K - $4.62K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-21- 2.1% |
$1.28K - $1.43K
|
980
$30K
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.31KClosed |
$262K - $293K
|
0
$0
|
|
Q1 2021 | |||||||
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.9KNew |
$119K - $154K
|
1.9K
$58.2K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-34Closed |
$2.14K - $2.75K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9KClosed |
$566K - $728K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-95Closed |
$5.97K - $7.68K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
210New |
$13.2K - $17K
|
210
$6.44K
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8.5KClosed |
$535K - $687K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.11KClosed |
$258K - $332K
|
0
$0
|