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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
301K+ 16904.94% |
$9.18M - $10.3M
|
303K
$9.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
207K+ 222.19% |
$6.3M - $7.07M
|
300K
$9.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 4.54% |
$4.66M - $5.23M
|
3.53M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
135KNew |
$4.11M - $4.61M
|
135K
$4.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
129KNew |
$3.93M - $4.41M
|
129K
$4.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
128KNew |
$3.9M - $4.38M
|
128K
$4.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
122KNew |
$3.72M - $4.18M
|
122K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 7.41% |
$3.18M - $3.57M
|
1.51M
$48.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
102K+ 22.77% |
$3.12M - $3.5M
|
552K
$17.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
83.4K+ 11.84% |
$2.54M - $2.85M
|
787K
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.6KNew |
$1.88M - $2.11M
|
61.6K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55K+ 3.46% |
$1.68M - $1.88M
|
1.64M
$52.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
37.2K+ 12.98% |
$1.13M - $1.27M
|
324K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
32.6KNew |
$994K - $1.11M
|
32.6K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.7K+ 2.31% |
$936K - $1.05M
|
1.36M
$43.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
30.6KNew |
$934K - $1.05M
|
30.6K
$975K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
26.7K+ 8.69% |
$814K - $913K
|
334K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.6K+ 19.33% |
$812K - $911K
|
164K
$5.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
24.5K+ 4.67% |
$748K - $839K
|
550K
$17.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
22.8K+ 10.65% |
$696K - $781K
|
237K
$7.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
16.8K+ 6.48% |
$511K - $574K
|
276K
$8.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
15.7KNew |
$480K - $538K
|
15.7K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
14.6KNew |
$444K - $498K
|
14.6K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.2K+ 40.65% |
$433K - $486K
|
49.2K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 2.66% |
$405K - $454K
|
512K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.1KNew |
$399K - $448K
|
13.1K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
12.8K+ 7.55% |
$391K - $438K
|
182K
$5.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12.1K+ 9.59% |
$370K - $415K
|
139K
$4.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10K+ 5.18% |
$306K - $343K
|
203K
$6.48M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
9.97K+ 3.41% |
$304K - $341K
|
303K
$9.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.08K+ 935.77% |
$277K - $310K
|
10K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.81K+ 4.12% |
$268K - $301K
|
223K
$7.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.62KNew |
$232K - $261K
|
7.62K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.07KNew |
$215K - $242K
|
7.07K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.8K+ 4.85% |
$207K - $232K
|
147K
$4.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.74K+ 24.04% |
$205K - $230K
|
34.8K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.7KNew |
$204K - $229K
|
6.7K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.02K+ 4.76% |
$184K - $206K
|
133K
$4.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.7K+ 2.86% |
$174K - $195K
|
205K
$6.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.69K+ 6.98% |
$173K - $194K
|
87.1K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.42K+ 21.13% |
$165K - $185K
|
31.1K
$989K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
5.24K+ 12.6% |
$160K - $179K
|
46.9K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.77KNew |
$145K - $163K
|
4.77K
$152K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.59K+ 21.53% |
$140K - $157K
|
25.9K
$825K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.14K+ 16.68% |
$126K - $142K
|
29K
$922K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 10.71% |
$123K - $138K
|
41.6K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.77K+ 9.76% |
$115K - $129K
|
42.4K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.71K+ 1.26% |
$113K - $127K
|
298K
$9.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.34K+ 34.08% |
$102K - $114K
|
13.1K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
3.2K+ 17.65% |
$97.4K - $109K
|
21.3K
$678K
|