Latest Institutional Purchases of Wisdomtree Tr China Ex State O (CXSE)
This list provides information on the latest institutional transactions involving Wisdomtree Tr China Ex State O (CXSE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
185K+ 552.53% |
$5.15M - $6.69M
|
218K
$7.46M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38K+ 344.8% |
$1.06M - $1.38M
|
49.1K
$1.68M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.8KNew |
$776K - $1.01M
|
27.8K
$951K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.2KNew |
$398K - $516K
|
14.2K
$488K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.73K+ 13.32% |
$132K - $171K
|
40.2K
$1.38M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.97K+ 12.32% |
$54.9K - $71.2K
|
17.9K
$613K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.61K+ 8.21% |
$45K - $58.3K
|
21.2K
$726K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
873+ 5.58% |
$24.4K - $31.6K
|
16.5K
$566K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
253New |
$7.06K - $9.17K
|
253
$8.66K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54+ 5.0% |
$1.51K - $1.96K
|
1.13K
$38.8K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 0.0% |
$55.8 - $72.5
|
54.3K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
147KNew |
$4.38M - $5.83M
|
147K
$5.05M
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
39.9KNew |
$1.19M - $1.58M
|
39.9K
$1.37M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
20KNew |
$596K - $791K
|
20K
$685K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.48K+ 2035.25% |
$73.9K - $98.1K
|
2.61K
$89.2K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65KNew |
$48.9K - $65K
|
1.65K
$56.3K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
730+ 839.08% |
$21.7K - $28.8K
|
817
$28K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
290New |
$8.63K - $11.5K
|
290
$9.93K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
150+ 12.62% |
$4.46K - $5.93K
|
1.34K
$45.8K
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
75New |
$2.23K - $2.96K
|
75
$2.57K
|
|
Q3 2024 | |||||||
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
3.08K+ 8.42% |
$77.9K - $102K
|
39.6K
$1.36M
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
400New |
$10.2K - $12.2K
|
400
$13.7K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 3.33% |
$25.5 - $30.5
|
31
$1.06K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
56KNew |
$1.31M - $1.54M
|
56K
$1.92M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.36KNew |
$36.4K - $41.4K
|
1.36K
$46.6K
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
370New |
$9.89K - $11.2K
|
370
$12.7K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
152+ 1.7% |
$4.06K - $4.62K
|
9.08K
$311K
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
150New |
$4.01K - $4.56K
|
150
$5.13K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
55New |
$1.47K - $1.67K
|
55
$1.88K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
21New |
$561 - $638
|
21
$719
|
|
Q3 2023 | |||||||
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.75K+ 20.52% |
$138K - $165K
|
27.9K
$955K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.02K+ 8.52% |
$29.6K - $35.4K
|
13K
$445K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
588New |
$17.1K - $20.4K
|
588
$20.1K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
424New |
$12.3K - $14.7K
|
424
$14.5K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
150New |
$4.36K - $5.2K
|
150
$5.13K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.7K+ 397.85% |
$1.06M - $1.24M
|
44.7K
$1.53M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.51KNew |
$223K - $261K
|
7.51K
$257K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.1K+ 4.06% |
$122K - $143K
|
105K
$3.6M
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
676+ 9.04% |
$20.1K - $23.5K
|
8.15K
$279K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.6KNew |
$641K - $809K
|
19.6K
$670K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.86KNew |
$225K - $283K
|
6.86K
$235K
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
5.89KNew |
$193K - $243K
|
5.89K
$202K
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.28K+ 1.12% |
$74.6K - $94.2K
|
205K
$7.02M
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
75New |
$2.46K - $3.1K
|
75
$2.57K
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
4.66KNew |
$125K - $168K
|
4.66K
$159K
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13+ 0.11% |
$348 - $468
|
11.4K
$392K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
27.4KNew |
$865K - $1.18M
|
27.4K
$938K
|