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 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.85% |
$51.2 - $57.8
|
238
$7.32K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2K- 95.24% |
$51.2K - $57.8K
|
100
$3.07K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9+ 0.55% |
$230 - $260
|
1.63K
$50.2K
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.31KNew |
$187K - $211K
|
7.31K
$225K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10New |
$256 - $289
|
10
$307
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10+ 0.02% |
$256 - $289
|
45K
$1.38M
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.24K+ 1.98% |
$31.6K - $35.7K
|
63.6K
$1.95M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.04K- 40.76% |
$26.6K - $30.1K
|
1.51K
$46.5K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
20K+ 9.63% |
$512K - $577K
|
228K
$7M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$76.8 - $86.6
|
3
$92.2
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
385New |
$9.86K - $11.1K
|
385
$11.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13New |
$333 - $375
|
13
$400
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
29.5KNew |
$755K - $851K
|
29.5K
$906K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
232New |
$5.94K - $6.7K
|
232
$7.13K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
225New |
$5.76K - $6.5K
|
225
$6.92K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
180New |
$4.61K - $5.2K
|
180
$5.53K
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-4.32K- 35.28% |
$111K - $125K
|
7.93K
$244K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11.3K- 62.29% |
$290K - $327K
|
6.86K
$211K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.15K+ 8.1% |
$132K - $149K
|
68.7K
$2.11M
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-221- 53.64% |
$5.66K - $6.38K
|
191
$5.87K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 26.97% |
$1.66K - $1.88K
|
176
$5.41K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.53K- 8.88% |
$39K - $44K
|
15.7K
$481K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-4.52K- 63.06% |
$116K - $130K
|
2.65K
$81.3K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.33K- 99.29% |
$85.3K - $96.3K
|
24
$738
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 13.9% |
$73.8K - $83.2K
|
17.8K
$549K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.6KNew |
$860K - $970K
|
33.6K
$1.03M
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
369New |
$9.45K - $10.7K
|
369
$11.3K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.6KNew |
$450K - $508K
|
17.6K
$541K
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 29.81% |
$79.4K - $89.6K
|
7.3K
$224K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-47- 3.86% |
$1.2K - $1.36K
|
1.17K
$36K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-80- 7.63% |
$2.05K - $2.31K
|
968
$29.8K
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7.74K+ 10.08% |
$198K - $223K
|
84.4K
$2.6M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-615- 2.39% |
$15.7K - $17.8K
|
25.2K
$773K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
152New |
$3.89K - $4.39K
|
152
$4.67K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-14K- 53.62% |
$358K - $404K
|
12.1K
$372K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-333- 1.88% |
$8.52K - $9.62K
|
17.4K
$535K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-136- 0.11% |
$3.48K - $3.93K
|
126K
$3.86M
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.33K- 98.96% |
$34.1K - $38.5K
|
14
$430
|
|
Q3 2023 | |||||||
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 19.59% |
$51.1K - $57.4K
|
7.9K
$243K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.7K+ 120.42% |
$497K - $559K
|
34.3K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.48K- 33.26% |
$119K - $134K
|
8.99K
$276K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.5KNew |
$358K - $403K
|
13.5K
$415K
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-379- 2.82% |
$10.1K - $11.3K
|
13.1K
$401K
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.61K+ 1.01% |
$69.2K - $77.8K
|
261K
$8.02M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
10.3KNew |
$274K - $309K
|
10.3K
$318K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
25K+ 141.47% |
$662K - $745K
|
42.6K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
356+ 0.63% |
$9.44K - $10.6K
|
56.5K
$1.74M
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-775- 8.73% |
$20.6K - $23.1K
|
8.1K
$249K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-884- 0.67% |
$23.4K - $26.4K
|
131K
$4.03M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
668New |
$17.7K - $19.9K
|
668
$20.5K
|