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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.07K+ 8.83% |
$91.2K - $98K
|
37.8K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.25K+ 25.45% |
$126K - $136K
|
21K
$725K
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.54KNew |
$194K - $209K
|
6.54K
$226K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.98K+ 15.51% |
$58.9K - $63.3K
|
14.8K
$510K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.54K- 0.22% |
$45.7K - $49.1K
|
713K
$24.6M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-571- 1.37% |
$17K - $18.2K
|
41K
$1.42M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
400+ 2.6% |
$11.9K - $12.8K
|
15.8K
$546K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.25K+ 87.33% |
$245K - $263K
|
17.7K
$611K
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-449K- 24.84% |
$13.4M - $14.4M
|
1.36M
$47M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.09K+ 2.27% |
$32.4K - $34.8K
|
49.2K
$1.7M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
280+ 23.91% |
$8.32K - $8.94K
|
1.45K
$50.2K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-700- 6.27% |
$20.8K - $22.4K
|
10.5K
$362K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86.9K- 22.68% |
$2.58M - $2.77M
|
296K
$10.2M
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-582- 2.28% |
$17.3K - $18.6K
|
25K
$864K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-90.3K- 5.87% |
$2.68M - $2.88M
|
1.45M
$50.1M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-1.21K- 8.34% |
$36.1K - $38.8K
|
13.3K
$461K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.89K- 7.73% |
$294K - $316K
|
118K
$4.08M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-47.9K- 17.38% |
$1.42M - $1.53M
|
228K
$7.87M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.7K+ 5.57% |
$913K - $981K
|
582K
$20.1M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.42K- 18.2% |
$42.3K - $45.5K
|
6.4K
$221K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19.2K+ 122.42% |
$570K - $612K
|
34.8K
$1.2M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-280- 3.67% |
$8.32K - $8.94K
|
7.34K
$254K
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
22.5K+ 11.13% |
$667K - $717K
|
224K
$7.75M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.9K+ 17.95% |
$620K - $666K
|
137K
$4.74M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
180+ 0.37% |
$5.35K - $5.75K
|
49.4K
$1.71M
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-500- 0.05% |
$14.9K - $16K
|
977K
$33.8M
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.24K+ 3.66% |
$36.8K - $39.5K
|
35.1K
$1.21M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 9.61% |
$654 - $703
|
251
$8.68K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-925- 3.83% |
$27.5K - $29.5K
|
23.2K
$803K
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-8.79K- 4.64% |
$261K - $281K
|
181K
$6.25M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$39.9K - $42.8K
|
1.34K
$46.4K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 0.78% |
$40.9K - $43.9K
|
177K
$6.13M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-171- 1.48% |
$5.08K - $5.46K
|
11.4K
$395K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.79K+ 94.16% |
$291K - $313K
|
20.2K
$698K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-220- 1.3% |
$6.54K - $7.03K
|
16.7K
$577K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.56K- 19.44% |
$75.9K - $81.6K
|
10.6K
$366K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.5K+ 3.62% |
$846K - $910K
|
816K
$28.2M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-9.18K- 38.71% |
$273K - $293K
|
14.5K
$502K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
58New |
$1.72K - $1.85K
|
58
$2.01K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 2.43% |
$37.2K - $40K
|
50.2K
$1.74M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
185K+ 1480.29% |
$5.49M - $5.9M
|
197K
$6.82M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88New |
$2.62K - $2.81K
|
88
$3.04K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.15K- 12.86% |
$63.9K - $68.7K
|
14.6K
$504K
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.1K+ 5.27% |
$508K - $545K
|
341K
$11.8M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.09% |
$89.2 - $95.8
|
3.3K
$114K
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-500- 3.01% |
$14.9K - $16K
|
16.1K
$557K
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.28K+ 9.0% |
$38.1K - $40.9K
|
15.5K
$537K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.1K- 2.65% |
$1.19M - $1.28M
|
1.47M
$51M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
23.2K+ 6.94% |
$689K - $740K
|
357K
$12.4M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
328+ 1.42% |
$9.75K - $10.5K
|
23.5K
$812K
|