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 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
899+ 3.74% |
$24.3K - $26.8K
|
24.9K
$767K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
356KNew |
$9.63M - $10.6M
|
356K
$10.9M
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-873- 2.94% |
$23.6K - $26K
|
28.9K
$887K
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
29.8K+ 22.42% |
$806K - $887K
|
163K
$5M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.3K- 23.44% |
$1.2M - $1.32M
|
145K
$4.45M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-58.6K- 3.67% |
$1.59M - $1.75M
|
1.54M
$47.3M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
223+ 57.47% |
$6.03K - $6.64K
|
611
$18.8K
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-144- 0.08% |
$3.89K - $4.29K
|
191K
$5.87M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
302+ 14.95% |
$8.17K - $8.99K
|
2.32K
$71.4K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.2K- 4.57% |
$708K - $780K
|
547K
$16.8M
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.76K- 0.6% |
$47.6K - $52.4K
|
289K
$8.9M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1KNew |
$27K - $29.8K
|
1K
$30.7K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
158New |
$4.27K - $4.7K
|
158
$4.86K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.68K- 1.48% |
$45.4K - $50K
|
112K
$3.44M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15.2K+ 9.96% |
$410K - $451K
|
167K
$5.14M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
617K+ 249.28% |
$16.7M - $18.4M
|
865K
$26.6M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.05KNew |
$109K - $120K
|
4.05K
$124K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.68K- 9.68% |
$45.5K - $50K
|
15.7K
$482K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-176K- 11.07% |
$4.76M - $5.24M
|
1.41M
$43.4M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-698- 2.47% |
$18.9K - $20.8K
|
27.5K
$846K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-731K- 47.97% |
$19.8M - $21.8M
|
793K
$24.4M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
138K+ 17.86% |
$3.72M - $4.1M
|
908K
$27.9M
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 12.2% |
$541 - $595
|
184
$5.66K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-180K- 17.51% |
$4.87M - $5.36M
|
849K
$26.1M
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-17.7K- 24.38% |
$478K - $527K
|
54.9K
$1.69M
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.03K+ 3.51% |
$27.8K - $30.6K
|
30.4K
$934K
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
94.6K+ 80.28% |
$2.56M - $2.82M
|
212K
$6.53M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 7.72% |
$505K - $556K
|
261K
$8.01M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.19K- 10.03% |
$32.1K - $35.4K
|
10.7K
$328K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-21K- 8.61% |
$567K - $624K
|
222K
$6.84M
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.36K- 10.13% |
$145K - $160K
|
47.6K
$1.46M
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.75K+ 4.71% |
$74.4K - $81.9K
|
61.2K
$1.88M
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
117KNew |
$3.16M - $3.47M
|
117K
$3.59M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.45K+ 13.49% |
$174K - $192K
|
54.2K
$1.67M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
9.15K+ 109.54% |
$247K - $272K
|
17.5K
$538K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-6.93K- 19.4% |
$187K - $206K
|
28.8K
$885K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.02K+ 0.55% |
$109K - $120K
|
735K
$22.6M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 13.33% |
$33.1K - $36.5K
|
10.4K
$320K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-38.9K- 55.92% |
$1.05M - $1.16M
|
30.6K
$941K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
668K+ 1321.02% |
$18.1M - $19.9M
|
718K
$22.1M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-51.3K- 51.21% |
$1.39M - $1.53M
|
48.9K
$1.5M
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
11.1KNew |
$300K - $330K
|
11.1K
$341K
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
79+ 0.93% |
$2.14K - $2.35K
|
8.55K
$263K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
48+ 2.14% |
$1.3K - $1.43K
|
2.29K
$70.3K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-132K- 81.47% |
$3.57M - $3.93M
|
30K
$922K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-819- 6.7% |
$22.1K - $24.4K
|
11.4K
$350K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.3K+ 20.66% |
$305K - $336K
|
65.9K
$2.03M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.98KNew |
$53.5K - $58.9K
|
1.98K
$60.8K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.18K- 2.46% |
$32K - $35.2K
|
46.9K
$1.44M
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.78K- 11.23% |
$75K - $82.6K
|
21.9K
$674K
|