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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
951K+ 39.53% |
$25.9M - $32.8M
|
3.35M
$118M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
517K+ 72.58% |
$14.1M - $17.8M
|
1.23M
$43.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
167K+ 52.44% |
$4.56M - $5.77M
|
486K
$17.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
157K+ 50.79% |
$4.28M - $5.42M
|
467K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
100KNew |
$2.74M - $3.46M
|
100K
$3.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
64K+ 604.89% |
$1.75M - $2.21M
|
74.6K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
63K+ 17.64% |
$1.72M - $2.17M
|
420K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
53.7K+ 479.47% |
$1.46M - $1.85M
|
64.9K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
52.7K+ 631.82% |
$1.44M - $1.82M
|
61K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.1K+ 3.53% |
$1.42M - $1.8M
|
1.53M
$53.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51.8K+ 36.32% |
$1.41M - $1.79M
|
194K
$6.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
37.9K+ 6.96% |
$1.03M - $1.31M
|
582K
$20.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.6K+ 12.85% |
$888K - $1.12M
|
286K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
30.1KNew |
$820K - $1.04M
|
30.1K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.7K+ 1.29% |
$728K - $921K
|
2.1M
$73.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.7KNew |
$593K - $750K
|
21.7K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.8KNew |
$541K - $684K
|
19.8K
$699K
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
17.5K+ 17.06% |
$476K - $602K
|
120K
$4.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.1K+ 39.76% |
$465K - $588K
|
60K
$2.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14K+ 8.26% |
$380K - $481K
|
183K
$6.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
13.4K+ 5.98% |
$366K - $463K
|
238K
$8.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13.4K+ 4.7% |
$364K - $460K
|
297K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.8K+ 7.57% |
$320K - $405K
|
167K
$5.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.1K+ 3.68% |
$302K - $382K
|
312K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.5K+ 4.77% |
$285K - $361K
|
230K
$8.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
8.3K+ 6.15% |
$226K - $286K
|
143K
$5.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.67K+ 14.21% |
$209K - $264K
|
61.6K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.84KNew |
$186K - $236K
|
6.84K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
6.74KNew |
$184K - $232K
|
6.74K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.39KNew |
$174K - $220K
|
6.39K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
6.06K+ 11.97% |
$165K - $209K
|
56.7K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
6.03KNew |
$164K - $208K
|
6.03K
$213K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.02K+ 3.33% |
$164K - $208K
|
187K
$6.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.01K+ 14.94% |
$164K - $207K
|
46.3K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.87KNew |
$160K - $202K
|
5.87K
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.84KNew |
$159K - $202K
|
5.84K
$206K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.57K+ 59.94% |
$152K - $192K
|
14.9K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5.07K+ 2.9% |
$138K - $175K
|
180K
$6.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
4.22K+ 24.84% |
$115K - $145K
|
21.2K
$747K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.13K+ 62.98% |
$113K - $142K
|
10.7K
$376K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.5K+ 3.63% |
$95.5K - $121K
|
100K
$3.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
3.49K+ 0.36% |
$95.1K - $120K
|
981K
$34.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.38K+ 9.3% |
$92.1K - $117K
|
39.7K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3K+ 6521.74% |
$81.8K - $103K
|
3.05K
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.73K+ 2.31% |
$74.3K - $94K
|
121K
$4.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.71K+ 1.37% |
$73.8K - $93.4K
|
200K
$7.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.36K+ 0.42% |
$64.3K - $81.4K
|
571K
$20.1M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
2.05K+ 8.45% |
$55.8K - $70.6K
|
26.3K
$926K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.95K+ 27.89% |
$53K - $67.1K
|
8.92K
$314K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.91K+ 6.07% |
$52K - $65.8K
|
33.3K
$1.17M
|