Latest Institutional Purchases of Wisdomtree Tr Emerging Mkts Ex (XSOE)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Emerging Mkts Ex (XSOE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
16.3K+ 6.04% |
$460K - $507K
|
286K
$8.75M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.37M+ 364.04% |
$64.2M - $70.7M
|
3.03M
$92.7M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.9M+ 854.71% |
$51.3M - $56.5M
|
2.12M
$64.9M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
668K+ 1321.02% |
$18.1M - $19.9M
|
718K
$22M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
617K+ 249.28% |
$16.7M - $18.4M
|
865K
$26.5M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
608K+ 1853.94% |
$16.5M - $18.1M
|
641K
$19.6M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
356KNew |
$9.63M - $10.6M
|
356K
$10.9M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179K+ 749.55% |
$4.84M - $5.33M
|
203K
$6.21M
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
141KNew |
$3.82M - $4.21M
|
141K
$4.33M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
138K+ 17.86% |
$3.72M - $4.1M
|
908K
$27.8M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
135K+ 7.16% |
$3.64M - $4.01M
|
2.02M
$61.8M
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
117KNew |
$3.16M - $3.47M
|
117K
$3.57M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99.6KNew |
$2.69M - $2.97M
|
99.6K
$3.05M
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
94.6K+ 80.28% |
$2.56M - $2.82M
|
212K
$6.51M
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
77.4K+ 88.07% |
$2.09M - $2.31M
|
165K
$5.07M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
48.6KNew |
$1.32M - $1.45M
|
48.6K
$1.49M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.3K+ 360.63% |
$1.14M - $1.26M
|
54.1K
$1.66M
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
32.3K+ 7.27% |
$874K - $962K
|
477K
$14.6M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31.8K+ 9.1% |
$859K - $946K
|
381K
$11.7M
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
29.8K+ 22.42% |
$806K - $887K
|
163K
$4.99M
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
27.7K+ 10.52% |
$750K - $826K
|
291K
$8.92M
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
26.7K+ 6.09% |
$721K - $794K
|
465K
$14.2M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24.7KNew |
$669K - $736K
|
24.7K
$757K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.9K+ 132.11% |
$647K - $713K
|
42.1K
$1.29M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
23.6KNew |
$639K - $703K
|
23.6K
$723K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 7.72% |
$505K - $556K
|
261K
$7.98M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
17.4K+ 29.99% |
$472K - $519K
|
75.6K
$2.32M
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15.7K+ 5.95% |
$425K - $468K
|
280K
$8.57M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15.2K+ 9.96% |
$410K - $451K
|
167K
$5.13M
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
15.1K+ 8.02% |
$408K - $449K
|
203K
$6.22M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 6.18% |
$344K - $379K
|
218K
$6.69M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.2K+ 6.55% |
$329K - $362K
|
198K
$6.06M
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.8K+ 17.22% |
$320K - $352K
|
80.5K
$2.47M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.3K+ 20.66% |
$305K - $336K
|
65.9K
$2.02M
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
11.1KNew |
$300K - $330K
|
11.1K
$339K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 7.52% |
$287K - $316K
|
152K
$4.65M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
9.15K+ 109.54% |
$247K - $272K
|
17.5K
$536K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.72K+ 8.57% |
$236K - $260K
|
110K
$3.38M
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.67K+ 2.41% |
$234K - $258K
|
369K
$11.3M
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.6K+ 10.29% |
$233K - $256K
|
92.3K
$2.83M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.57KNew |
$232K - $255K
|
8.57K
$262K
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.46K+ 51.1% |
$229K - $252K
|
25K
$766K
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.76KNew |
$210K - $231K
|
7.76K
$238K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.19K+ 3.13% |
$194K - $214K
|
237K
$7.26M
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.99K+ 20.21% |
$189K - $208K
|
41.6K
$1.27M
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
6.65K+ 7.84% |
$180K - $198K
|
91.4K
$2.8M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.45K+ 13.49% |
$174K - $192K
|
54.2K
$1.66M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 23.12% |
$162K - $178K
|
31.9K
$977K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.93KNew |
$160K - $176K
|
5.93K
$181K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.85K+ 4.66% |
$158K - $174K
|
131K
$4.02M
|