Purchases and Sales Made in Q4 2021 in Wisdomtree Tr China Ex State O (CXSE)
This table provides information about the institutional ownership of Wisdomtree Tr China Ex State O (CXSE) during Q4 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CHINA EX-STATE-O.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
217K+ 390.77% |
$10.5M - $12.5M
|
273K
$8.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
132KNew |
$6.34M - $7.59M
|
132K
$4M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.7K+ 17.67% |
$4.51M - $5.4M
|
624K
$19M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
32.3K+ 66.91% |
$1.55M - $1.86M
|
80.5K
$2.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
25.3K+ 49.15% |
$1.22M - $1.46M
|
76.7K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 19.6% |
$701K - $839K
|
88.9K
$2.7M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
11.9KNew |
$573K - $686K
|
11.9K
$362K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.99K+ 66.54% |
$481K - $576K
|
25K
$759K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.9K+ 8.37% |
$428K - $513K
|
115K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.99KNew |
$336K - $403K
|
6.99K
$212K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.01K+ 32.67% |
$289K - $346K
|
24.4K
$742K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.68K+ 512.95% |
$177K - $212K
|
4.4K
$134K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2KNew |
$96.3K - $115K
|
2K
$60.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.91K+ 21.67% |
$92K - $110K
|
10.7K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.57K+ 4.67% |
$75.5K - $90.3K
|
35.1K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.41K+ 17.48% |
$67.9K - $81.3K
|
9.48K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.24K+ 13.05% |
$59.7K - $71.5K
|
10.7K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
750New |
$36.1K - $43.2K
|
750
$22.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
318New |
$15.3K - $18.3K
|
318
$9.66K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
305New |
$14.7K - $17.6K
|
305
$9.27K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
184+ 92.93% |
$8.86K - $10.6K
|
382
$11.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
136+ 0.99% |
$6.55K - $7.84K
|
13.8K
$420K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
110New |
$5.3K - $6.34K
|
110
$3.34K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 0.06% |
$96.3 - $115
|
3.4K
$103K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20Closed |
$963 - $1.15K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30- 1.36% |
$1.44K - $1.73K
|
2.18K
$66.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-89Closed |
$4.29K - $5.13K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-94Closed |
$4.53K - $5.42K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-123- 0.86% |
$5.92K - $7.09K
|
14.1K
$429K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-125Closed |
$6.02K - $7.21K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-134- 2.38% |
$6.45K - $7.73K
|
5.51K
$167K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-222- 3.61% |
$10.7K - $12.8K
|
5.94K
$180K
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-650Closed |
$31.3K - $37.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-667- 13.28% |
$32.1K - $38.5K
|
4.36K
$132K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-675- 3.19% |
$32.5K - $38.9K
|
20.5K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-853- 2.29% |
$41.1K - $49.2K
|
36.4K
$1.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-875- 61.4% |
$42.1K - $50.4K
|
550
$16.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.3K- 25.19% |
$62.6K - $74.9K
|
3.86K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 17.63% |
$64.6K - $77.3K
|
6.27K
$190K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.32K- 7.61% |
$112K - $134K
|
28.2K
$856K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.8K- 6.64% |
$135K - $161K
|
39.3K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.31K- 22.32% |
$159K - $191K
|
11.5K
$350K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.43K- 34.69% |
$165K - $198K
|
6.46K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.93K- 48.25% |
$189K - $226K
|
4.21K
$128K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.94KClosed |
$190K - $227K
|
0
$0
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-6.44K- 57.44% |
$310K - $371K
|
4.77K
$145K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-6.88KClosed |
$331K - $397K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-7.17KClosed |
$345K - $413K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7.4KClosed |
$356K - $427K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.05KClosed |
$388K - $464K
|
0
$0
|