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, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10.5K- 48.65% |
$257K - $307K
|
11K
$343K
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-60.7K- 84.55% |
$1.49M - $1.78M
|
11.1K
$344K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.48K+ 19.33% |
$209K - $249K
|
52.4K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
4+ 0.05% |
$98.5 - $118
|
8.55K
$265K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
95New |
$2.34K - $2.79K
|
95
$2.95K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-9.41K- 31.35% |
$232K - $276K
|
20.6K
$639K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.57% |
$24.6 - $29.4
|
175
$5.43K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.29K+ 7.46% |
$130K - $155K
|
76.2K
$2.36M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-131K- 99.99% |
$3.22M - $3.84M
|
8
$248
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$98.5 - $118
|
4
$124
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30- 78.95% |
$739 - $882
|
8
$248
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
260New |
$6.4K - $7.64K
|
260
$8.07K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
390New |
$9.6K - $11.5K
|
390
$12.1K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 10.27% |
$566 - $676
|
247
$7.67K
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-92.6K- 61.11% |
$2.28M - $2.72M
|
58.9K
$1.83M
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-276K- 95.99% |
$6.8M - $8.12M
|
11.5K
$358K
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
46+ 0.6% |
$1.13K - $1.35K
|
7.67K
$238K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 95.24% |
$2.46K - $2.94K
|
5
$155
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
499New |
$12.3K - $14.7K
|
499
$15.5K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-211Closed |
$5.19K - $6.2K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$24.6 - $29.4
|
8.18K
$254K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-14.1K- 72.42% |
$347K - $414K
|
5.37K
$167K
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
50.8KNew |
$1.25M - $1.49M
|
50.8K
$1.58M
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
780+ 6.09% |
$19.2K - $22.9K
|
13.6K
$422K
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
14+ 6.03% |
$345 - $411
|
246
$7.64K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.42K- 84.26% |
$35.1K - $41.9K
|
266
$8.26K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
16.9K+ 2.51% |
$415K - $495K
|
688K
$21.4M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-14.7K- 14.93% |
$363K - $433K
|
84K
$2.61M
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
736New |
$18.1K - $21.6K
|
736
$22.8K
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.02K- 3.61% |
$28.9K - $34.6K
|
27.4K
$849K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-236Closed |
$6.65K - $7.97K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.73K- 18.34% |
$48.6K - $58.3K
|
7.68K
$238K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-229Closed |
$6.46K - $7.74K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-77Closed |
$2.17K - $2.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.9K- 20.99% |
$53.5K - $64.2K
|
7.15K
$222K
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.54K+ 29.36% |
$128K - $153K
|
20K
$620K
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34.9KClosed |
$985K - $1.18M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
13.1KNew |
$368K - $442K
|
13.1K
$406K
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-421KClosed |
$11.9M - $14.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-183Closed |
$5.16K - $6.18K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
436KNew |
$12.3M - $14.7M
|
436K
$13.5M
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-7.94KClosed |
$224K - $268K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11.7K- 43.37% |
$329K - $395K
|
15.3K
$473K
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-21.5K- 40.48% |
$607K - $727K
|
31.6K
$982K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-47.4KClosed |
$1.34M - $1.6M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.52KClosed |
$71.1K - $85.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.65KClosed |
$216K - $258K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.2KClosed |
$33.8K - $40.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-643- 1.49% |
$18.1K - $21.7K
|
42.6K
$1.32M
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-33.9KClosed |
$955K - $1.14M
|
0
$0
|