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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-379- 2.82% |
$10.1K - $11.3K
|
13.1K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.48K- 33.26% |
$119K - $134K
|
8.99K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
10.3KNew |
$274K - $309K
|
10.3K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
25K+ 141.47% |
$662K - $745K
|
42.6K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
356+ 0.63% |
$9.44K - $10.6K
|
56.5K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-775- 8.73% |
$20.6K - $23.1K
|
8.1K
$254K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-884- 0.67% |
$23.4K - $26.4K
|
131K
$4.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
668New |
$17.7K - $19.9K
|
668
$21K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-67- 45.58% |
$1.78K - $2K
|
80
$2.51K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
906+ 12.39% |
$24K - $27K
|
8.22K
$258K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
419+ 3.92% |
$11.1K - $12.5K
|
11.1K
$348K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.83K- 15.66% |
$48.5K - $54.6K
|
9.85K
$309K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
125New |
$3.32K - $3.73K
|
125
$3.92K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-17.6K- 23.38% |
$466K - $525K
|
57.6K
$1.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$4.51K - $5.07K
|
170
$5.33K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.38K- 21.36% |
$89.5K - $101K
|
12.4K
$390K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.3K+ 3.95% |
$34.6K - $38.9K
|
34.3K
$1.08M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
13.2KNew |
$349K - $393K
|
13.2K
$413K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.41% |
$26.7 - $29.2
|
72
$2.26K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.33K- 27.34% |
$222K - $243K
|
22.1K
$695K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.34K+ 0.6% |
$35.8K - $39.1K
|
226K
$7.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.23K+ 6.71% |
$86.1K - $94.2K
|
51.4K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-230- 8.91% |
$6.13K - $6.71K
|
2.35K
$73.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1- 0.31% |
$26.7 - $29.2
|
326
$10.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8+ 0.63% |
$213 - $233
|
1.27K
$39.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-23.5K- 1.28% |
$626K - $684K
|
1.81M
$56.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-15K- 58.28% |
$400K - $438K
|
10.7K
$337K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
197+ 0.35% |
$5.25K - $5.74K
|
56.3K
$1.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5.65K+ 48.75% |
$151K - $165K
|
17.2K
$541K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.65% |
$107 - $117
|
615
$19.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.51K- 9.3% |
$147K - $161K
|
53.7K
$1.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
11.3KNew |
$301K - $329K
|
11.3K
$354K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-38.1K- 19.05% |
$1.02M - $1.11M
|
162K
$5.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-463- 17.62% |
$12.3K - $13.5K
|
2.17K
$67.9K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.6K- 74.12% |
$829K - $951K
|
11K
$347K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$26.2K - $30.1K
|
1K
$31.4K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.14K- 23.89% |
$29.8K - $34.1K
|
3.62K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-790- 13.69% |
$20.7K - $23.7K
|
4.98K
$156K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20.1K+ 253.09% |
$526K - $603K
|
28K
$879K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
114New |
$2.99K - $3.43K
|
114
$3.58K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-253- 34.28% |
$6.63K - $7.61K
|
485
$15.2K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7- 0.09% |
$183 - $210
|
7.62K
$239K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
271New |
$7.1K - $8.15K
|
271
$8.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$26.2 - $30.1
|
1
$31.4
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
145K+ 42.68% |
$3.8M - $4.36M
|
484K
$15.2M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55New |
$1.44K - $1.65K
|
55
$1.73K
|
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-14K- 22.86% |
$367K - $421K
|
47.2K
$1.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
645+ 7.82% |
$16.9K - $19.4K
|
8.9K
$279K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
17.8K+ 52.66% |
$467K - $536K
|
51.7K
$1.62M
|
|