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 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-15K- 5.04% |
$446K - $479K
|
283K
$9.78M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3.42K- 11.17% |
$102K - $109K
|
27.2K
$941K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.12K- 24.64% |
$62.9K - $67.6K
|
6.47K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-19.3K- 15.66% |
$573K - $615K
|
104K
$3.59M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 2.85% |
$59.8K - $64.3K
|
72.7K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.46K- 0.57% |
$43.4K - $46.7K
|
254K
$8.77M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6.24K- 12.69% |
$185K - $199K
|
42.9K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.58K+ 2.78% |
$136K - $146K
|
169K
$5.84M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26+ 2.09% |
$773 - $830
|
1.27K
$43.8K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.54K- 7.03% |
$105K - $113K
|
46.7K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.8K- 18.45% |
$708K - $761K
|
105K
$3.64M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-3.18K- 13.54% |
$94.6K - $102K
|
20.3K
$702K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
163+ 0.55% |
$4.84K - $5.21K
|
29.5K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.15K- 1.55% |
$64K - $68.7K
|
136K
$4.72M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2K- 74.07% |
$59.4K - $63.9K
|
700
$24.2K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-50.5K- 85.83% |
$1.5M - $1.61M
|
8.34K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.94KNew |
$236K - $253K
|
7.94K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.08% |
$29.7 - $31.9
|
1.21K
$42K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
563+ 3.58% |
$16.7K - $18K
|
16.3K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.02K- 16.14% |
$119K - $128K
|
20.9K
$721K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.39% |
$29.7 - $31.9
|
253
$8.75K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-587- 18.77% |
$17.4K - $18.7K
|
2.54K
$87.8K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
124+ 0.87% |
$3.69K - $3.96K
|
14.4K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.57K+ 3.69% |
$46.6K - $50.1K
|
44K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-18- 3.66% |
$535 - $575
|
474
$16.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
245+ 0.08% |
$7.28K - $7.83K
|
303K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.68K- 1.13% |
$79.7K - $85.7K
|
235K
$8.11M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.56KNew |
$225K - $241K
|
7.56K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.69K+ 1.56% |
$79.8K - $85.8K
|
174K
$6.03M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-124- 2.6% |
$3.69K - $3.96K
|
4.64K
$161K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
11.2KNew |
$333K - $358K
|
11.2K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.51K+ 5.79% |
$253K - $272K
|
155K
$5.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-54- 0.34% |
$1.6K - $1.72K
|
16K
$551K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.52KNew |
$253K - $272K
|
8.52K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16KNew |
$477K - $512K
|
16K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1K- 99.6% |
$29.7K - $31.9K
|
4
$138
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
5.55K+ 24.01% |
$165K - $177K
|
28.6K
$990K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.9KNew |
$1.6M - $1.72M
|
53.9K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
624+ 25.38% |
$18.5K - $19.9K
|
3.08K
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.8K+ 38.58% |
$1.18M - $1.27M
|
143K
$4.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-85- 10.63% |
$2.53K - $2.71K
|
715
$24.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.03K- 16.17% |
$60.4K - $64.9K
|
10.5K
$364K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.47K+ 1.11% |
$43.7K - $47K
|
134K
$4.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-84- 1.84% |
$2.5K - $2.68K
|
4.48K
$155K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$29.7 - $31.9
|
7.13K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
920+ 3.63% |
$27.3K - $29.4K
|
26.3K
$908K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 2.11% |
$72.3K - $77.7K
|
118K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05M+ 76.96% |
$31.1M - $33.4M
|
2.4M
$83.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.26K+ 0.8% |
$67.2K - $72.2K
|
284K
$9.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-251- 2.5% |
$7.46K - $8.02K
|
9.8K
$339K
|