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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.8K- 4.16% |
$1.11M - $1.27M
|
871K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-36- 0.53% |
$1.05K - $1.21K
|
6.82K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.2K+ 4.21% |
$1.12M - $1.28M
|
946K
$29.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-943- 12.84% |
$27.6K - $31.6K
|
6.4K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.3K- 1.58% |
$330K - $378K
|
704K
$21.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-257- 1.58% |
$7.51K - $8.61K
|
16K
$496K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.61K+ 52.39% |
$164K - $188K
|
16.3K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.81% |
$29.2 - $33.5
|
124
$3.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 5.31% |
$23.4K - $26.8K
|
14.3K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
936+ 32.65% |
$27.4K - $31.4K
|
3.8K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
43.7K+ 25.59% |
$1.28M - $1.46M
|
215K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
598+ 4.82% |
$17.5K - $20K
|
13K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 10.75% |
$312K - $358K
|
88.6K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.42% |
$146 - $168
|
1.21K
$37.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.1KNew |
$440K - $504K
|
15.1K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
16.9K+ 6.28% |
$495K - $568K
|
287K
$8.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-724K- 96.63% |
$21.2M - $24.3M
|
25.2K
$784K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
643+ 142.57% |
$18.8K - $21.5K
|
1.09K
$34K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.6K+ 43.28% |
$309K - $354K
|
35K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.3KClosed |
$361K - $414K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.8K- 1.97% |
$228K - $261K
|
389K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.04K+ 3.28% |
$30.3K - $34.7K
|
32.6K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-708- 5.49% |
$20.7K - $23.7K
|
12.2K
$378K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.33K- 11.26% |
$38.8K - $44.5K
|
10.5K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
199KNew |
$5.83M - $6.68M
|
199K
$6.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.3K+ 3.69% |
$1.47M - $1.68M
|
1.41M
$43.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 3.24% |
$34.5K - $39.5K
|
37.6K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.39K+ 14.89% |
$40.5K - $46.4K
|
10.7K
$332K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.65K+ 5.77% |
$48.3K - $55.4K
|
30.3K
$941K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.23K+ 9.4% |
$124K - $142K
|
49.2K
$1.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.43% |
$29.2 - $33.5
|
234
$7.26K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-6.77K- 12.94% |
$198K - $227K
|
45.5K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.62K+ 1.82% |
$76.5K - $87.7K
|
146K
$4.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
236New |
$6.9K - $7.91K
|
236
$7.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-297K- 18.28% |
$8.68M - $9.95M
|
1.33M
$41.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 1937.33% |
$42.5K - $48.7K
|
1.53K
$47.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
482+ 5.17% |
$14.1K - $16.2K
|
9.8K
$304K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-888- 8.65% |
$26K - $29.8K
|
9.38K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
600+ 7.92% |
$17.5K - $20.1K
|
8.17K
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.44K+ 4.49% |
$159K - $182K
|
126K
$3.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-816- 4.61% |
$23.9K - $27.3K
|
16.9K
$524K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-131- 1.01% |
$3.83K - $4.39K
|
12.9K
$399K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.55K- 8.13% |
$45.4K - $52K
|
17.6K
$545K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-349- 1.32% |
$10.2K - $11.7K
|
26.1K
$811K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
877+ 5.5% |
$25.6K - $29.4K
|
16.8K
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.05K+ 11.71% |
$118K - $136K
|
38.7K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
29.5KNew |
$864K - $990K
|
29.5K
$917K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
512+ 0.05% |
$15K - $17.2K
|
978K
$30.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.35K- 2.62% |
$39.5K - $45.2K
|
50.2K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-29- 13.88% |
$848 - $972
|
180
$5.59K
|