Latest Institutional Transactions on Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Emerging Mkts Ex (XSOE) 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 |
---|---|---|---|---|---|---|---|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
16.3K+ 6.04% |
$460K - $507K
|
286K
$8.95M
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
22KNew |
$596K - $656K
|
22K
$691K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 23.12% |
$162K - $178K
|
31.9K
$1M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179K+ 749.55% |
$4.84M - $5.33M
|
203K
$6.36M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.46K+ 51.1% |
$229K - $252K
|
25K
$784K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 7.52% |
$287K - $316K
|
152K
$4.76M
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
450+ 5.1% |
$12.2K - $13.4K
|
9.28K
$291K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-90K- 37.3% |
$2.43M - $2.68M
|
151K
$4.74M
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.7K- 2.55% |
$208K - $229K
|
294K
$9.21M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.19K+ 3.13% |
$194K - $214K
|
237K
$7.43M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
23.6KNew |
$639K - $703K
|
23.6K
$740K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-47- 0.35% |
$1.27K - $1.4K
|
13.2K
$414K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-141K- 72.82% |
$3.82M - $4.21M
|
52.8K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.82K- 1.52% |
$130K - $143K
|
312K
$9.78M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99.6KNew |
$2.69M - $2.97M
|
99.6K
$3.12M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-266K- 97.22% |
$7.18M - $7.91M
|
7.59K
$238K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-410- 3.94% |
$11.1K - $12.2K
|
10K
$314K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 11.85% |
$112K - $123K
|
30.8K
$965K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-964- 2.21% |
$26.1K - $28.7K
|
42.6K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.4KNew |
$119K - $131K
|
4.4K
$138K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
135K+ 7.16% |
$3.64M - $4.01M
|
2.02M
$63.3M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-285K- 7.01% |
$7.7M - $8.48M
|
3.78M
$119M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.9M+ 854.71% |
$51.3M - $56.5M
|
2.12M
$66.5M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.64K+ 22.33% |
$71.3K - $78.5K
|
14.4K
$453K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.8K- 25.68% |
$455K - $501K
|
48.7K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31.8K+ 9.1% |
$859K - $946K
|
381K
$11.9M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
48.6KNew |
$1.32M - $1.45M
|
48.6K
$1.52M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.9K+ 132.11% |
$647K - $713K
|
42.1K
$1.32M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60.2K- 31.61% |
$1.63M - $1.79M
|
130K
$4.08M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-89.8K- 88.1% |
$2.43M - $2.67M
|
12.1K
$380K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-990- 81.01% |
$26.8K - $29.5K
|
232
$7.27K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75New |
$2.03K - $2.23K
|
75
$2.35K
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.26K- 36.69% |
$115K - $127K
|
7.35K
$230K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.39K+ 7.66% |
$37.5K - $41.3K
|
19.5K
$612K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.37M+ 364.04% |
$64.2M - $70.7M
|
3.03M
$94.9M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-963- 1.25% |
$26K - $28.7K
|
76.1K
$2.38M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.33K- 24.14% |
$144K - $159K
|
16.8K
$525K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.98K- 10.95% |
$189K - $208K
|
56.7K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.27K- 6.48% |
$34.3K - $37.7K
|
18.3K
$574K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.3K+ 360.63% |
$1.14M - $1.26M
|
54.1K
$1.7M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.2K+ 6.55% |
$329K - $362K
|
198K
$6.2M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
575+ 6.12% |
$15.5K - $17.1K
|
9.97K
$312K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-372- 5.1% |
$10.1K - $11.1K
|
6.92K
$217K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-52.2K- 41.07% |
$1.41M - $1.55M
|
74.9K
$2.35M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-505- 0.48% |
$13.7K - $15K
|
104K
$3.26M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.57KNew |
$232K - $255K
|
8.57K
$269K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.97K- 8.96% |
$107K - $118K
|
40.3K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.27KNew |
$34.4K - $37.8K
|
1.27K
$39.8K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.93KNew |
$160K - $176K
|
5.93K
$186K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-189- 1.59% |
$5.11K - $5.63K
|
11.7K
$367K
|