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, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-90.3K- 5.87% |
$2.68M - $2.88M
|
1.45M
$50.9M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-1.21K- 8.34% |
$36.1K - $38.8K
|
13.3K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.89K- 7.73% |
$294K - $316K
|
118K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.09K+ 2.27% |
$32.4K - $34.8K
|
49.2K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.7K+ 5.57% |
$913K - $981K
|
582K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.42K- 18.2% |
$42.3K - $45.5K
|
6.4K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-280- 3.67% |
$8.32K - $8.94K
|
7.34K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
22.5K+ 11.13% |
$667K - $717K
|
224K
$7.89M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.9K+ 17.95% |
$620K - $666K
|
137K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
180+ 0.37% |
$5.35K - $5.75K
|
49.4K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-500- 0.05% |
$14.9K - $16K
|
977K
$34.4M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.24K+ 3.66% |
$36.8K - $39.5K
|
35.1K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 9.61% |
$654 - $703
|
251
$8.83K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-925- 3.83% |
$27.5K - $29.5K
|
23.2K
$818K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-8.79K- 4.64% |
$261K - $281K
|
181K
$6.36M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$39.9K - $42.8K
|
1.34K
$47.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 0.78% |
$40.9K - $43.9K
|
177K
$6.24M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-171- 1.48% |
$5.08K - $5.46K
|
11.4K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.79K+ 94.16% |
$291K - $313K
|
20.2K
$710K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-220- 1.3% |
$6.54K - $7.03K
|
16.7K
$587K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.5K+ 3.62% |
$846K - $910K
|
816K
$28.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.56K- 19.44% |
$75.9K - $81.6K
|
10.6K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-9.18K- 38.71% |
$273K - $293K
|
14.5K
$511K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
58New |
$1.72K - $1.85K
|
58
$2.04K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
185K+ 1480.29% |
$5.49M - $5.9M
|
197K
$6.94M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88New |
$2.62K - $2.81K
|
88
$3.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.15K- 12.86% |
$63.9K - $68.7K
|
14.6K
$513K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.1K+ 5.27% |
$508K - $545K
|
341K
$12M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.28K+ 9.0% |
$38.1K - $40.9K
|
15.5K
$546K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.1K- 2.65% |
$1.19M - $1.28M
|
1.47M
$51.9M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
23.2K+ 6.94% |
$689K - $740K
|
357K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
328+ 1.42% |
$9.75K - $10.5K
|
23.5K
$826K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-15K- 5.04% |
$446K - $479K
|
283K
$9.95M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3.42K- 11.17% |
$102K - $109K
|
27.2K
$957K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.12K- 24.64% |
$62.9K - $67.6K
|
6.47K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-19.3K- 15.66% |
$573K - $615K
|
104K
$3.65M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 2.85% |
$59.8K - $64.3K
|
72.7K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.46K- 0.57% |
$43.4K - $46.7K
|
254K
$8.92M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6.24K- 12.69% |
$185K - $199K
|
42.9K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.58K+ 2.78% |
$136K - $146K
|
169K
$5.95M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26+ 2.09% |
$773 - $830
|
1.27K
$44.6K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.54K- 7.03% |
$105K - $113K
|
46.7K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.8K- 18.45% |
$708K - $761K
|
105K
$3.7M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-3.18K- 13.54% |
$94.6K - $102K
|
20.3K
$715K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
163+ 0.55% |
$4.84K - $5.21K
|
29.5K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2K- 74.07% |
$59.4K - $63.9K
|
700
$24.6K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.94KNew |
$236K - $253K
|
7.94K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.08% |
$29.7 - $31.9
|
1.21K
$42.7K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.02K- 16.14% |
$119K - $128K
|
20.9K
$734K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.39% |
$29.7 - $31.9
|
253
$8.9K
|