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 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.04K- 5.83% |
$28K - $30.8K
|
16.7K
$514K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-190- 2.57% |
$5.14K - $5.66K
|
7.21K
$222K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.28K- 14.96% |
$61.5K - $67.8K
|
12.9K
$398K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-805K- 33.85% |
$21.8M - $24M
|
1.57M
$48.4M
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
141KNew |
$3.82M - $4.21M
|
141K
$4.35M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-31.8K- 62.06% |
$861K - $948K
|
19.5K
$598K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.06K- 9.19% |
$28.7K - $31.6K
|
10.5K
$323K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-63.7K- 78.85% |
$1.72M - $1.9M
|
17.1K
$525K
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-65- 0.41% |
$1.76K - $1.94K
|
15.9K
$488K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.49K- 12.52% |
$175K - $193K
|
45.4K
$1.39M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-847- 18.25% |
$22.9K - $25.2K
|
3.8K
$117K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.13K+ 10.09% |
$84.7K - $93.3K
|
34.2K
$1.05M
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.6K+ 0.34% |
$124K - $137K
|
1.36M
$41.9M
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.28K- 12.59% |
$88.8K - $97.8K
|
22.8K
$701K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.25K+ 13.29% |
$33.8K - $37.2K
|
10.7K
$327K
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.16K- 6.54% |
$31.4K - $34.5K
|
16.6K
$509K
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
4.15K+ 14.08% |
$112K - $124K
|
33.6K
$1.03M
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
26.7K+ 6.09% |
$721K - $794K
|
465K
$14.3M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.04K+ 4.15% |
$28K - $30.9K
|
26K
$800K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.72K+ 8.57% |
$236K - $260K
|
110K
$3.4M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-78- 30.83% |
$2.11K - $2.32K
|
175
$5.38K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-97- 26.5% |
$2.62K - $2.89K
|
269
$8.27K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.7K- 26.16% |
$1.13M - $1.24M
|
118K
$3.62M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 8.88% |
$1.05K - $1.16K
|
400
$12.3K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-274K- 86.48% |
$7.42M - $8.17M
|
42.9K
$1.32M
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 28.13% |
$295K - $325K
|
27.9K
$857K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 6.18% |
$344K - $379K
|
218K
$6.72M
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
6.65K+ 7.84% |
$180K - $198K
|
91.4K
$2.81M
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-89- 25.0% |
$2.41K - $2.65K
|
267
$8.21K
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.79K+ 0.64% |
$48.5K - $53.4K
|
280K
$8.6M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 16.36% |
$243 - $268
|
46
$1.41K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-209- 2.05% |
$5.65K - $6.22K
|
9.98K
$307K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.58K+ 5.12% |
$151K - $166K
|
114K
$3.52M
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.27K+ 30.86% |
$88.4K - $97.4K
|
13.9K
$426K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2K- 1.32% |
$54.1K - $59.6K
|
150K
$4.6M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-39- 0.68% |
$1.05K - $1.16K
|
5.66K
$174K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
17.4K+ 29.99% |
$472K - $519K
|
75.6K
$2.32M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14.2K- 54.97% |
$383K - $421K
|
11.6K
$356K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
925New |
$25K - $27.5K
|
925
$28.4K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-16.3K- 29.56% |
$441K - $486K
|
38.9K
$1.2M
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-420- 61.14% |
$11.4K - $12.5K
|
267
$8.21K
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
27.7K+ 10.52% |
$750K - $826K
|
291K
$8.95M
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.2K- 9.04% |
$59.4K - $65.4K
|
22.1K
$679K
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.47K- 8.91% |
$39.7K - $43.7K
|
15K
$461K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.6K- 27.01% |
$827K - $911K
|
82.7K
$2.54M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-49.1K- 35.54% |
$1.33M - $1.46M
|
89.1K
$2.74M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24.7KNew |
$669K - $736K
|
24.7K
$760K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.99K+ 20.21% |
$189K - $208K
|
41.6K
$1.28M
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
32.3K+ 7.27% |
$874K - $962K
|
477K
$14.7M
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-525- 4.6% |
$14.2K - $15.6K
|
10.9K
$334K
|