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 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-587- 18.77% |
$17.4K - $18.7K
|
2.54K
$89.4K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
124+ 0.87% |
$3.69K - $3.96K
|
14.4K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-18- 3.66% |
$535 - $575
|
474
$16.7K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
245+ 0.08% |
$7.28K - $7.83K
|
303K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.68K- 1.13% |
$79.7K - $85.7K
|
235K
$8.26M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.56KNew |
$225K - $241K
|
7.56K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-124- 2.6% |
$3.69K - $3.96K
|
4.64K
$163K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
11.2KNew |
$333K - $358K
|
11.2K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.51K+ 5.79% |
$253K - $272K
|
155K
$5.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-54- 0.34% |
$1.6K - $1.72K
|
16K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.52KNew |
$253K - $272K
|
8.52K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16KNew |
$477K - $512K
|
16K
$564K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1K- 99.6% |
$29.7K - $31.9K
|
4
$141
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
5.55K+ 24.01% |
$165K - $177K
|
28.6K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-85- 10.63% |
$2.53K - $2.71K
|
715
$25.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.8K+ 38.58% |
$1.18M - $1.27M
|
143K
$5.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
624+ 25.38% |
$18.5K - $19.9K
|
3.08K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.9KNew |
$1.6M - $1.72M
|
53.9K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.03K- 16.17% |
$60.4K - $64.9K
|
10.5K
$371K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.47K+ 1.11% |
$43.7K - $47K
|
134K
$4.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-84- 1.84% |
$2.5K - $2.68K
|
4.48K
$158K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
920+ 3.63% |
$27.3K - $29.4K
|
26.3K
$924K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 2.11% |
$72.3K - $77.7K
|
118K
$4.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05M+ 76.96% |
$31.1M - $33.4M
|
2.4M
$84.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.26K+ 0.8% |
$67.2K - $72.2K
|
284K
$9.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-64- 27.47% |
$1.9K - $2.04K
|
169
$5.95K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-842- 9.32% |
$25K - $26.9K
|
8.19K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21.6K+ 10.63% |
$643K - $691K
|
225K
$7.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-371- 0.81% |
$11K - $11.8K
|
45.5K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.99K+ 16.12% |
$88.8K - $95.5K
|
21.5K
$757K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 16.12% |
$47.3K - $50.8K
|
8.27K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.97K+ 6.05% |
$148K - $159K
|
87.1K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.64KNew |
$197K - $212K
|
6.64K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.3K- 10.37% |
$632K - $679K
|
184K
$6.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-318- 0.72% |
$9.45K - $10.2K
|
44.1K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-25- 0.31% |
$743 - $799
|
7.94K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-6.62K- 35.16% |
$197K - $212K
|
12.2K
$430K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
33+ 50.0% |
$981 - $1.05K
|
99
$3.48K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-647- 6.41% |
$19.2K - $20.7K
|
9.44K
$332K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.52K+ 10.92% |
$283K - $304K
|
96.6K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-241- 1.75% |
$7.16K - $7.7K
|
13.5K
$476K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2.61K- 15.94% |
$77.4K - $83.2K
|
13.7K
$483K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
348New |
$10.6K - $11.9K
|
348
$12.2K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.1K- 15.5% |
$1.62M - $1.82M
|
290K
$10.2M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-92.1K- 57.36% |
$2.81M - $3.15M
|
68.5K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 32.3% |
$99.9K - $112K
|
6.87K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42- 8.28% |
$1.28K - $1.44K
|
465
$16.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2M- 82.18% |
$60.8M - $68.2M
|
433K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-123- 8.05% |
$3.75K - $4.21K
|
1.41K
$49.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-337K- 59.04% |
$10.3M - $11.5M
|
234K
$8.24M
|
|