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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-23.5KClosed |
N/A
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-39.1KClosed |
N/A
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-6.25KClosed |
N/A
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-90.4KClosed |
N/A
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-8.91KClosed |
N/A
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-56.3KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
90New |
N/A
|
90
$2.77K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.55KClosed |
N/A
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-36.9KClosed |
N/A
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-915KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-336KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-434KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-6.63KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-5.1KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.27KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-237KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-26.1KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-30.2KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-24.8KClosed |
N/A
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-5.24KClosed |
N/A
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-718Closed |
N/A
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-265KClosed |
N/A
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-915Closed |
N/A
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-302Closed |
N/A
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.6KClosed |
N/A
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6.2KClosed |
N/A
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1.96KClosed |
N/A
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-437Closed |
N/A
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
SELL
|
- |
-45.4KClosed |
N/A
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-91.7KClosed |
N/A
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-97.1KClosed |
N/A
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-166KClosed |
N/A
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
475New |
N/A
|
475
$14.6K
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
N/A
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.07KClosed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
176+ 103.53% |
N/A
|
346
$10.6K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-714Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
12.5KNew |
N/A
|
12.5K
$383K
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-101KClosed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
40New |
N/A
|
40
$1.23K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-48Closed |
N/A
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-417Closed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-701K- 25.36% |
N/A
|
2.06M
$63.4M
|
|
Jul 27, 2021
Q2 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
251K+ 210.56% |
N/A
|
370K
$11.4M
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.87KClosed |
N/A
|
0
$0
|