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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 10.82% |
$73.1K - $78.6K
|
25.2K
$871K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-64- 27.47% |
$1.9K - $2.04K
|
169
$5.84K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-842- 9.32% |
$25K - $26.9K
|
8.19K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.15K+ 0.38% |
$34.3K - $36.9K
|
301K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21.6K+ 10.63% |
$643K - $691K
|
225K
$7.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.99K+ 16.12% |
$88.8K - $95.5K
|
21.5K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
592+ 1.24% |
$17.6K - $18.9K
|
48.2K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$29.7 - $31.9
|
178
$6.15K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.64K- 2.7% |
$48.7K - $52.4K
|
59.2K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
27.7K+ 1.69% |
$824K - $885K
|
1.67M
$57.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
18.2K+ 3.31% |
$541K - $581K
|
569K
$19.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-371- 0.81% |
$11K - $11.8K
|
45.5K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 16.12% |
$47.3K - $50.8K
|
8.27K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.97K+ 6.05% |
$148K - $159K
|
87.1K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.64KNew |
$197K - $212K
|
6.64K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.3K- 10.37% |
$632K - $679K
|
184K
$6.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.09% |
$29.7 - $31.9
|
1.16K
$40.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-318- 0.72% |
$9.45K - $10.2K
|
44.1K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-25- 0.31% |
$743 - $799
|
7.94K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-46.8K- 56.04% |
$1.39M - $1.5M
|
36.7K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-6.62K- 35.16% |
$197K - $212K
|
12.2K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
33+ 50.0% |
$981 - $1.05K
|
99
$3.42K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12.7K+ 10.43% |
$379K - $407K
|
135K
$4.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-647- 6.41% |
$19.2K - $20.7K
|
9.44K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12K- 42.97% |
$358K - $384K
|
16K
$552K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.61K+ 22.84% |
$197K - $211K
|
35.6K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.52K+ 10.92% |
$283K - $304K
|
96.6K
$3.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 6.36% |
$968K - $1.04M
|
544K
$18.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.02K- 27.25% |
$209K - $224K
|
18.7K
$648K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-241- 1.75% |
$7.16K - $7.7K
|
13.5K
$468K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-33- 0.32% |
$981 - $1.05K
|
10.4K
$359K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2.61K- 15.94% |
$77.4K - $83.2K
|
13.7K
$475K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.1K- 15.5% |
$1.62M - $1.82M
|
290K
$10M
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
17KNew |
$518K - $581K
|
17K
$587K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-92.1K- 57.36% |
$2.81M - $3.15M
|
68.5K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.98M- 96.19% |
$60.5M - $67.9M
|
78.5K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.8KNew |
$54.9K - $61.6K
|
1.8K
$62.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-337K- 59.04% |
$10.3M - $11.5M
|
234K
$8.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
3New |
$91.4 - $103
|
3
$104
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2M- 82.18% |
$60.8M - $68.2M
|
433K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42- 8.28% |
$1.28K - $1.44K
|
465
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 32.3% |
$99.9K - $112K
|
6.87K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-123- 8.05% |
$3.75K - $4.21K
|
1.41K
$48.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-241- 50.1% |
$7.35K - $8.24K
|
240
$8.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.1KNew |
$399K - $448K
|
13.1K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.7KNew |
$204K - $229K
|
6.7K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.31K- 6.1% |
$101K - $113K
|
51K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-315- 3.51% |
$9.6K - $10.8K
|
8.66K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-429- 4.01% |
$13.1K - $14.7K
|
10.3K
$355K
|
|