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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-209- 2.39% |
$6.11K - $7K
|
8.53K
$256K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.82K+ 3.88% |
$53.3K - $61.1K
|
48.8K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.62K- 13.73% |
$47.3K - $54.2K
|
10.2K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.46K- 4.1% |
$218K - $250K
|
174K
$5.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-449- 0.56% |
$13.1K - $15K
|
79.5K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.9K- 17.34% |
$347K - $398K
|
56.6K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.57% |
$87.7 - $101
|
531
$15.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
3.27K+ 1.99% |
$95.6K - $110K
|
167K
$5.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.2K+ 9.46% |
$269K - $308K
|
106K
$3.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 4.57% |
$636K - $729K
|
498K
$15M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
24+ 0.21% |
$702 - $804
|
11.3K
$339K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
3.16K+ 8.22% |
$92.3K - $106K
|
41.6K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.27K+ 0.63% |
$37K - $42.4K
|
202K
$6.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.2K+ 5.42% |
$211K - $241K
|
140K
$4.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.96K+ 2.0% |
$174K - $200K
|
304K
$9.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$73.1K - $83.8K
|
2.5K
$75K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-396- 5.18% |
$11.6K - $13.3K
|
7.25K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-950- 5.28% |
$27.8K - $31.8K
|
17K
$511K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.6KNew |
$602K - $691K
|
20.6K
$618K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.54K+ 4.52% |
$103K - $119K
|
81.9K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
288+ 1.85% |
$8.42K - $9.65K
|
15.8K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.19K- 14.27% |
$122K - $140K
|
25.2K
$755K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
33.9KNew |
$990K - $1.14M
|
33.9K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.29K+ 5.56% |
$125K - $144K
|
81.4K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
9.67K+ 63.88% |
$283K - $324K
|
24.8K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-265K- 86.87% |
$7.74M - $8.87M
|
40K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
158+ 1.68% |
$4.62K - $5.29K
|
9.59K
$288K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-339- 2.8% |
$9.91K - $11.4K
|
11.8K
$353K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 75.0% |
$8.77K - $10.1K
|
100
$3K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.4K+ 5.45% |
$187K - $214K
|
124K
$3.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-17.2K- 4.31% |
$502K - $576K
|
382K
$11.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.11% |
$58.5 - $67
|
1.78K
$53.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.8K- 48.16% |
$432K - $495K
|
15.9K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-770- 3.56% |
$22.5K - $25.8K
|
20.8K
$625K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
325+ 1.43% |
$9.5K - $10.9K
|
23.1K
$694K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.49% |
$906 - $1.04K
|
6.42K
$193K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-77- 13.18% |
$2.18K - $2.4K
|
507
$15.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
29.6KNew |
$838K - $923K
|
29.6K
$889K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.67% |
$28.3 - $31.1
|
61
$1.83K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 4.43% |
$198 - $218
|
165
$4.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
142+ 1.42% |
$4.02K - $4.42K
|
10.1K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.28K+ 3.81% |
$36.3K - $39.9K
|
34.9K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$8.48K - $9.34K
|
300
$9K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
961New |
$27.2K - $29.9K
|
961
$28.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10Closed |
$283 - $311
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.04K- 1.82% |
$114K - $126K
|
218K
$6.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
175New |
$4.95K - $5.45K
|
175
$5.25K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
127New |
$3.59K - $3.95K
|
127
$3.81K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.73K- 3.64% |
$48.9K - $53.9K
|
45.8K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.72K- 28.74% |
$105K - $116K
|
9.22K
$277K
|
|