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 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
617New |
$16.7K - $18.4K
|
617
$19K
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-6.17K- 8.51% |
$167K - $184K
|
66.3K
$2.04M
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.8K+ 17.22% |
$320K - $352K
|
80.5K
$2.48M
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
15.1K+ 8.02% |
$408K - $449K
|
203K
$6.24M
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.81K+ 12.79% |
$103K - $113K
|
33.6K
$1.03M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-10.5K- 53.33% |
$283K - $311K
|
9.16K
$281K
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
2.15K+ 1.35% |
$58K - $63.9K
|
162K
$4.97M
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.71K+ 22.0% |
$46.3K - $51K
|
9.5K
$292K
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-901- 0.81% |
$24.4K - $26.8K
|
110K
$3.39M
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.76KNew |
$210K - $231K
|
7.76K
$239K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-72- 0.56% |
$1.95K - $2.14K
|
12.8K
$393K
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-97- 0.42% |
$2.62K - $2.89K
|
23.1K
$710K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-117- 4.15% |
$3.16K - $3.48K
|
2.7K
$83K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-184- 2.52% |
$4.98K - $5.48K
|
7.11K
$219K
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.67K+ 2.41% |
$234K - $258K
|
369K
$11.3M
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-50- 0.3% |
$1.35K - $1.49K
|
16.8K
$516K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.85K+ 4.66% |
$158K - $174K
|
131K
$4.04M
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-331- 4.19% |
$8.95K - $9.85K
|
7.57K
$233K
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
77.4K+ 88.07% |
$2.09M - $2.31M
|
165K
$5.08M
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.6K+ 10.29% |
$233K - $256K
|
92.3K
$2.84M
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-9.16K- 25.59% |
$248K - $273K
|
26.6K
$819K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15.7K+ 5.95% |
$425K - $468K
|
280K
$8.6M
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-57.2K- 87.09% |
$1.55M - $1.7M
|
8.48K
$261K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.38K+ 5.68% |
$119K - $130K
|
81.6K
$2.51M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.41K- 10.36% |
$38.1K - $41.9K
|
12.2K
$375K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
280+ 1.65% |
$7.57K - $8.34K
|
17.2K
$529K
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.84K- 1.6% |
$49.8K - $54.9K
|
113K
$3.48M
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
399+ 2.98% |
$10.8K - $11.9K
|
13.8K
$424K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 9.91% |
$37.7K - $41.6K
|
15.5K
$476K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
307+ 3.24% |
$8.3K - $9.14K
|
9.79K
$301K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11New |
$297 - $327
|
11
$338
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
608K+ 1853.94% |
$16.5M - $18.1M
|
641K
$19.7M
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.82K+ 11.51% |
$130K - $143K
|
46.7K
$1.43M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-766- 0.65% |
$20.7K - $22.8K
|
118K
$3.61M
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-20K- 42.77% |
$540K - $595K
|
26.7K
$822K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-160- 8.25% |
$4.33K - $4.76K
|
1.78K
$54.7K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.72K+ 68.78% |
$155K - $170K
|
14K
$431K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
225New |
$5.76K - $6.5K
|
225
$6.92K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$25.6 - $28.9
|
239
$7.35K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 0.66% |
$76.8 - $86.6
|
458
$14.1K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
172New |
$4.4K - $4.97K
|
172
$5.29K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.75K+ 15.82% |
$44.7K - $50.4K
|
12.8K
$393K
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
45.8KNew |
$1.17M - $1.32M
|
45.8K
$1.41M
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
60New |
$1.54K - $1.73K
|
60
$1.84K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.4KNew |
$344K - $388K
|
13.4K
$413K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
204New |
$5.22K - $5.89K
|
204
$6.27K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
584New |
$15K - $16.9K
|
584
$18K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
49New |
$1.25K - $1.42K
|
49
$1.51K
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
68+ 0.27% |
$1.74K - $1.96K
|
25.3K
$779K
|