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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-215- 5.26% |
$5.86K - $7.41K
|
3.88K
$134K
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.91K+ 6.07% |
$52K - $65.8K
|
33.3K
$1.15M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.08K- 24.42% |
$56.6K - $71.6K
|
6.43K
$222K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
755+ 0.9% |
$20.6K - $26K
|
84.2K
$2.91M
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
54+ 0.06% |
$1.47K - $1.86K
|
91.8K
$3.17M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-5.2K- 88.38% |
$142K - $179K
|
684
$23.6K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-198- 2.99% |
$5.4K - $6.83K
|
6.42K
$222K
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
2.05K+ 8.45% |
$55.8K - $70.6K
|
26.3K
$908K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.98K- 10.41% |
$53.9K - $68.2K
|
17K
$588K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
167K+ 52.44% |
$4.56M - $5.77M
|
486K
$16.8M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
489+ 1.77% |
$13.3K - $16.9K
|
28.2K
$974K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
64+ 0.5% |
$1.74K - $2.21K
|
12.8K
$443K
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
157K+ 50.79% |
$4.28M - $5.42M
|
467K
$16.1M
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-14.1K- 4.43% |
$384K - $486K
|
304K
$10.5M
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.53K- 97.95% |
$105K - $113K
|
74
$2.56K
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
3.77K+ 8.06% |
$112K - $121K
|
50.6K
$1.75M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.17K- 12.03% |
$64.6K - $69.4K
|
15.9K
$549K
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-410- 1.08% |
$12.2K - $13.1K
|
37.7K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
344+ 1.11% |
$10.2K - $11K
|
31.4K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-112- 90.32% |
$3.33K - $3.58K
|
12
$415
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.38K+ 457.7% |
$160K - $172K
|
6.55K
$227K
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
102KNew |
$3.04M - $3.27M
|
102K
$3.54M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
91.1K+ 120.32% |
$2.71M - $2.91M
|
167K
$5.77M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 11.82% |
$101K - $108K
|
25.3K
$874K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-43- 26.06% |
$1.28K - $1.37K
|
122
$4.22K
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.41MNew |
$41.9M - $45M
|
1.41M
$48.7M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.2K+ 4.5% |
$2.65M - $2.85M
|
2.07M
$71.6M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
10.4K+ 5.7% |
$309K - $332K
|
193K
$6.67M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
56New |
$1.66K - $1.79K
|
56
$1.94K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16.7K+ 71.19% |
$497K - $535K
|
40.3K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-137K- 61.42% |
$4.06M - $4.36M
|
85.9K
$2.97M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.46KNew |
$251K - $270K
|
8.46K
$292K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-817- 2.51% |
$24.3K - $26.1K
|
31.8K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-515K- 14.6% |
$15.3M - $16.4M
|
3.01M
$104M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
172+ 8.19% |
$5.11K - $5.49K
|
2.27K
$78.5K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-4.69K- 18.11% |
$139K - $150K
|
21.2K
$733K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.24K+ 17.02% |
$156K - $167K
|
36K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-994- 6.83% |
$29.5K - $31.7K
|
13.6K
$469K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-428- 4.41% |
$12.7K - $13.7K
|
9.29K
$321K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-106K- 32.61% |
$3.15M - $3.39M
|
219K
$7.58M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.95K- 9.81% |
$117K - $126K
|
36.3K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.28K+ 88.67% |
$97.4K - $105K
|
6.98K
$241K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
94.1K+ 1162.78% |
$2.8M - $3M
|
102K
$3.53M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.39K+ 4.66% |
$101K - $108K
|
76.1K
$2.63M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-9- 0.06% |
$267 - $287
|
14.8K
$512K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
23.7K+ 6.34% |
$703K - $756K
|
397K
$13.7M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.6K+ 10.52% |
$404K - $434K
|
143K
$4.93M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.2K+ 47.14% |
$511K - $549K
|
53.7K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100Closed |
$2.97K - $3.19K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.01K- 14.42% |
$59.8K - $64.2K
|
11.9K
$413K
|