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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
207K+ 222.19% |
$6.3M - $7.07M
|
300K
$9.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
26.7K+ 8.69% |
$814K - $913K
|
334K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10K+ 5.18% |
$306K - $343K
|
203K
$6.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
9.97K+ 3.41% |
$304K - $341K
|
303K
$9.38M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.07KNew |
$215K - $242K
|
7.07K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.14K+ 16.68% |
$126K - $142K
|
29K
$897K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
3.2K+ 17.65% |
$97.4K - $109K
|
21.3K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.04K+ 15.11% |
$92.7K - $104K
|
23.2K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.55K+ 21.64% |
$77.7K - $87.1K
|
14.3K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 10.29% |
$64.6K - $72.5K
|
22.7K
$704K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.53K+ 6.88% |
$46.5K - $52.2K
|
23.7K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.25K+ 103.39% |
$38.1K - $42.8K
|
2.46K
$76.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.19K+ 4.43% |
$36.2K - $40.6K
|
28K
$868K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.1K+ 2.23% |
$33.4K - $37.5K
|
50.3K
$1.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
314New |
$9.57K - $10.7K
|
314
$9.73K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
287+ 0.35% |
$8.75K - $9.82K
|
82.1K
$2.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
164+ 0.05% |
$5K - $5.61K
|
308K
$9.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
150New |
$4.57K - $5.13K
|
150
$4.65K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.43MNew |
$71M - $81.4M
|
2.43M
$75.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.93M+ 1484.61% |
$56.5M - $64.8M
|
2.06M
$63.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
999K+ 440.31% |
$29.2M - $33.5M
|
1.23M
$38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
572KNew |
$16.7M - $19.2M
|
572K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
201K+ 81.15% |
$5.88M - $6.74M
|
449K
$13.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
199KNew |
$5.83M - $6.68M
|
199K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
104K+ 94.3% |
$3.03M - $3.48M
|
214K
$6.62M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
99.4KNew |
$2.91M - $3.33M
|
99.4K
$3.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.3K+ 3.69% |
$1.47M - $1.68M
|
1.41M
$43.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
43.7K+ 25.59% |
$1.28M - $1.46M
|
215K
$6.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.2K+ 4.21% |
$1.12M - $1.28M
|
946K
$29.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
34.7K+ 2.23% |
$1.01M - $1.16M
|
1.59M
$49.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
33.9KNew |
$990K - $1.14M
|
33.9K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
29.5KNew |
$864K - $990K
|
29.5K
$916K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
26.5K+ 5.31% |
$775K - $888K
|
526K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.6K+ 8.19% |
$718K - $823K
|
324K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
24K+ 10.24% |
$703K - $806K
|
259K
$8.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 4.57% |
$636K - $729K
|
498K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
16.9K+ 6.28% |
$495K - $568K
|
287K
$8.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.1KNew |
$440K - $504K
|
15.1K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.3K+ 5.95% |
$419K - $481K
|
256K
$7.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13K+ 11.19% |
$379K - $435K
|
129K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12KNew |
$352K - $404K
|
12K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.6K+ 43.28% |
$309K - $354K
|
35K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 67.27% |
$306K - $351K
|
26K
$807K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.2KNew |
$298K - $341K
|
10.2K
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.2K+ 9.46% |
$269K - $308K
|
106K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.92KNew |
$231K - $265K
|
7.92K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.2K+ 5.42% |
$211K - $241K
|
140K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.69K+ 4234.81% |
$196K - $224K
|
6.85K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.33KNew |
$185K - $212K
|
6.33K
$196K
|
|