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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-5.9KClosed |
$371K - $477K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
490New |
$27.4K - $32.2K
|
490
$15K
|
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
88KNew |
$4.93M - $5.79M
|
88K
$2.7M
|
|
|
Jan 26, 2021
Q4 2020
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 100.0% |
$784 - $921
|
28
$858
|
|
|
Jan 22, 2021
Q4 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
80+ 100.0% |
$4.48K - $5.26K
|
160
$4.9K
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-556Closed |
$20.7K - $27K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-651- 90.67% |
$22.8K - $29.1K
|
67
$2.05K
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$52.5K - $67K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3Closed |
$105 - $134
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.06KClosed |
$107K - $136K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-208KClosed |
$7.28M - $9.28M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-356Closed |
$12.5K - $14.8K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Segment Wealth Management, LLC
|
SELL
|
- |
-54.3KClosed |
$1.91M - $2.26M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 04, 2019
Q3 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-15.8KClosed |
$555K - $600K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.38KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 06, 2018
Q4 2017
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.49KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$30.7
|
|