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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12.3K+ 80.52% |
$346K - $415K
|
27.5K
$951K
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-36.8KClosed |
$1.04M - $1.24M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-11.4KClosed |
$321K - $385K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
102New |
$2.88K - $3.45K
|
102
$3.53K
|
|
Aug 01, 2022
Q2 2022
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-418K- 36.93% |
$11.8M - $14.1M
|
713K
$24.7M
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
SELL
|
- |
-97.6KClosed |
$2.75M - $3.3M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
32New |
$902 - $1.08K
|
32
$1.11K
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-162K- 94.11% |
$4.58M - $5.48M
|
10.2K
$351K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
3.81KNew |
$107K - $129K
|
3.81K
$132K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-23.8KClosed |
$670K - $803K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-245KClosed |
$6.91M - $8.28M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.03K- 9.61% |
$29.1K - $34.9K
|
9.73K
$336K
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-30.6KClosed |
$863K - $1.03M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-50.5K- 83.7% |
$1.42M - $1.7M
|
9.83K
$340K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.95KClosed |
$280K - $336K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-169K- 96.16% |
$4.77M - $5.72M
|
6.76K
$234K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-41.9KClosed |
$1.18M - $1.42M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.4K- 41.99% |
$490K - $588K
|
24K
$830K
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-7.88KClosed |
$222K - $266K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-14.9KClosed |
$419K - $503K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-899Closed |
$25.3K - $30.4K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-400- 66.56% |
$11.3K - $13.5K
|
201
$6.95K
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-195Closed |
$5.5K - $6.59K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-14.3K- 55.74% |
$402K - $482K
|
11.3K
$392K
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
87.7KNew |
$2.47M - $2.96M
|
87.7K
$3.03M
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-11KClosed |
$311K - $372K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9.23KClosed |
$260K - $312K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5KClosed |
$141K - $169K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-69.5KClosed |
$1.96M - $2.35M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.97KClosed |
$225K - $269K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
480New |
$13.5K - $16.2K
|
480
$16.6K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-7.64K- 38.94% |
$215K - $258K
|
12K
$414K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-473Closed |
$13.3K - $16K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$283K - $340K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-11.6KClosed |
$326K - $391K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-246KClosed |
$6.94M - $8.32M
|
0
$0
|
|
Q1 2022 | |||||||
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$452 - $571
|
15
$519
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
162New |
$4.88K - $6.17K
|
162
$5.6K
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-78.3KClosed |
$2.36M - $2.98M
|
0
$0
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-8.83KClosed |
$266K - $336K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.22KClosed |
$127K - $161K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.37KClosed |
$252K - $319K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.6KClosed |
$169K - $213K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.13KClosed |
$34.2K - $43.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67.8KNew |
$2.04M - $2.58M
|
67.8K
$2.34M
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.59MClosed |
$48M - $60.6M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-754Closed |
$22.7K - $28.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-106- 1.47% |
$3.19K - $4.04K
|
7.13K
$246K
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.4KClosed |
$343K - $433K
|
0
$0
|