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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.6KNew |
$1.88M - $2.11M
|
61.6K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218New |
$6.64K - $7.46K
|
218
$7.54K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-534- 52.98% |
$16.3K - $18.3K
|
474
$16.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.07K- 22.06% |
$215K - $242K
|
25K
$863K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-69.1K- 5.53% |
$2.11M - $2.36M
|
1.18M
$40.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
965+ 24.28% |
$29.4K - $33K
|
4.94K
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-645- 6.33% |
$19.7K - $22.1K
|
9.54K
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 36.59% |
$2.29K - $2.57K
|
130
$4.49K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-19.4KClosed |
$591K - $663K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.17K- 11.9% |
$35.7K - $40K
|
8.67K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-70- 0.47% |
$2.13K - $2.39K
|
14.9K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-915- 0.55% |
$27.9K - $31.3K
|
166K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-134K- 80.48% |
$4.09M - $4.59M
|
32.5K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.07KNew |
$215K - $242K
|
7.07K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-105- 0.5% |
$3.2K - $3.59K
|
20.7K
$717K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
314New |
$9.57K - $10.7K
|
314
$10.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8.7K- 6.62% |
$265K - $298K
|
123K
$4.25M
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15- 3.3% |
$438 - $503
|
440
$15.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
484New |
$14.1K - $16.2K
|
484
$16.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
123New |
$3.6K - $4.12K
|
123
$4.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12KNew |
$352K - $404K
|
12K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.66K+ 45.05% |
$136K - $156K
|
15K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4New |
$117 - $134
|
4
$138
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-456- 4.91% |
$13.3K - $15.3K
|
8.83K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-79- 1.81% |
$2.31K - $2.65K
|
4.29K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.1KNew |
$440K - $504K
|
15.1K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-943- 12.84% |
$27.6K - $31.6K
|
6.4K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 5.31% |
$23.4K - $26.8K
|
14.3K
$493K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.43% |
$29.2 - $33.5
|
234
$8.09K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
236New |
$6.9K - $7.91K
|
236
$8.16K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-888- 8.65% |
$26K - $29.8K
|
9.38K
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4- 2.42% |
$117 - $134
|
161
$5.57K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.48K- 15.37% |
$102K - $117K
|
19.2K
$662K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-772- 10.15% |
$22.6K - $25.9K
|
6.83K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.33KNew |
$185K - $212K
|
6.33K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-59- 0.43% |
$1.72K - $1.98K
|
13.6K
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-449- 0.56% |
$13.1K - $15K
|
79.5K
$2.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.9K- 17.34% |
$347K - $398K
|
56.6K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.57% |
$87.7 - $101
|
531
$18.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.2K+ 9.46% |
$269K - $308K
|
106K
$3.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$73.1K - $83.8K
|
2.5K
$86.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.96K+ 2.0% |
$174K - $200K
|
304K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
33.9KNew |
$990K - $1.14M
|
33.9K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.49% |
$906 - $1.04K
|
6.42K
$222K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.67% |
$28.3 - $31.1
|
61
$2.11K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
29.6KNew |
$838K - $923K
|
29.6K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 4.43% |
$198 - $218
|
165
$5.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10Closed |
$283 - $311
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
961New |
$27.2K - $29.9K
|
961
$33.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$8.48K - $9.34K
|
300
$10.4K
|
|