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 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-48Closed |
$1.88K - $2.04K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
40New |
$1.57K - $1.7K
|
40
$1.38K
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-101KClosed |
$3.95M - $4.28M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-100Closed |
$3.93K - $4.25K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-417Closed |
$16.4K - $17.7K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-701K- 25.36% |
$27.5M - $29.8M
|
2.06M
$71.3M
|
|
|
Jul 27, 2021
Q2 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
251K+ 210.56% |
$9.85M - $10.7M
|
370K
$12.8M
|
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.87KClosed |
$230K - $250K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-21KClosed |
$826K - $895K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$41.8K - $45.3K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-166Closed |
$6.52K - $7.06K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.82KNew |
$229K - $248K
|
5.82K
$201K
|
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-475KClosed |
$18.6M - $20.2M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-10.5KClosed |
$411K - $446K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-355KClosed |
$14M - $16M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-700Closed |
$27.7K - $31.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-286Closed |
$11.3K - $12.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-260KClosed |
$10.3M - $11.7M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.85KClosed |
$271K - $309K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.47KClosed |
$256K - $291K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-26Closed |
$1.03K - $1.17K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
207New |
$8.2K - $9.33K
|
207
$7.16K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-70KClosed |
$2.36M - $2.78M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-91.2KClosed |
$3.07M - $3.63M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
81New |
$2.73K - $3.22K
|
81
$2.8K
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-850- 55.16% |
$25.7K - $29.5K
|
691
$23.9K
|
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26.1KClosed |
$790K - $907K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.1KClosed |
$376K - $491K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-9.19KClosed |
$215K - $280K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Bouchey Financial Group LTD
|
SELL
|
- |
-632KClosed |
$14.8M - $19.3M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-120Closed |
$2.8K - $3.66K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
-2Closed |
$46.7 - $61
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 17, 2024
Q1 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
138KNew |
$3.04M - $4.49M
|
138K
$4.78M
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-118KClosed |
$2.58M - $3.82M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-16.7KClosed |
$367K - $543K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Adirondack Trust CO
|
SELL
|
- |
-2.92KClosed |
$64.2K - $95K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 11, 2020
Q1 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-24Closed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
SELL
|
- |
-6.6KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Sep 25, 2018
Q2 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-519Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-232KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-17.1KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
51.5KNew |
N/A
|
51.5K
$1.78M
|
|