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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-435- 74.36% |
$12.3K - $13.5K
|
150
$4.66K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-6.62K- 24.85% |
$187K - $206K
|
20K
$621K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-818- 0.63% |
$23.1K - $25.5K
|
130K
$4.02M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
276New |
$7.81K - $8.59K
|
276
$8.57K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.32K- 17.08% |
$94K - $103K
|
16.1K
$501K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-575- 5.77% |
$16.3K - $17.9K
|
9.39K
$291K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-114K- 8.33% |
$3.21M - $3.54M
|
1.25M
$38.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 37.63% |
$123K - $136K
|
7.23K
$224K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-158- 1.01% |
$4.47K - $4.92K
|
15.5K
$482K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.02M- 21.16% |
$28.8M - $31.8M
|
3.8M
$118M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.84K+ 4.23% |
$137K - $151K
|
119K
$3.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-50- 0.33% |
$1.41K - $1.56K
|
15K
$464K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$28.3 - $31.1
|
1
$31
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-300- 3.63% |
$8.48K - $9.34K
|
7.97K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-21.3K- 79.62% |
$602K - $663K
|
5.45K
$169K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-6.25K- 39.38% |
$177K - $195K
|
9.62K
$299K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-435- 2.59% |
$12.3K - $13.5K
|
16.3K
$507K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 65.97% |
$3.56K - $3.92K
|
65
$2.02K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 0.66% |
$81.1 - $89.3
|
455
$14.1K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.7K- 2.55% |
$208K - $229K
|
294K
$9.12M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
48.6KNew |
$1.32M - $1.45M
|
48.6K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-990- 81.01% |
$26.8K - $29.5K
|
232
$7.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-505- 0.48% |
$13.7K - $15K
|
104K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-372- 5.1% |
$10.1K - $11.1K
|
6.92K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-52.2K- 41.07% |
$1.41M - $1.55M
|
74.9K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.97K- 8.96% |
$107K - $118K
|
40.3K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.93KNew |
$160K - $176K
|
5.93K
$184K
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
117KNew |
$3.16M - $3.47M
|
117K
$3.62M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
9.15K+ 109.54% |
$247K - $272K
|
17.5K
$543K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-38.9K- 55.92% |
$1.05M - $1.16M
|
30.6K
$951K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-190- 2.57% |
$5.14K - $5.66K
|
7.21K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.18K- 2.46% |
$32K - $35.2K
|
46.9K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.98KNew |
$53.5K - $58.9K
|
1.98K
$61.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-97- 26.5% |
$2.62K - $2.89K
|
269
$8.35K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 16.36% |
$243 - $268
|
46
$1.43K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
925New |
$25K - $27.5K
|
925
$28.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-16.3K- 29.56% |
$441K - $486K
|
38.9K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-420- 61.14% |
$11.4K - $12.5K
|
267
$8.29K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
617New |
$16.7K - $18.4K
|
617
$19.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-117- 4.15% |
$3.16K - $3.48K
|
2.7K
$83.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-331- 4.19% |
$8.95K - $9.85K
|
7.57K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-184- 2.52% |
$4.98K - $5.48K
|
7.11K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11New |
$297 - $327
|
11
$341
|
|
| Q4 2023 | |||||||
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
750New |
$19.2K - $21.7K
|
750
$23.3K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
225New |
$5.76K - $6.5K
|
225
$6.98K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
172New |
$4.4K - $4.97K
|
172
$5.34K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
45.8KNew |
$1.17M - $1.32M
|
45.8K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2K- 95.24% |
$51.2K - $57.8K
|
100
$3.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.85% |
$51.2 - $57.8
|
238
$7.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
49New |
$1.25K - $1.42K
|
49
$1.52K
|
|