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 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
167K+ 52.44% |
$4.56M - $5.77M
|
486K
$16.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
157K+ 50.79% |
$4.28M - $5.42M
|
467K
$16.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
37.9K+ 6.96% |
$1.03M - $1.31M
|
582K
$20.1M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.84KNew |
$186K - $236K
|
6.84K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.39KNew |
$174K - $220K
|
6.39K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
6.03KNew |
$164K - $208K
|
6.03K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5.07K+ 2.9% |
$138K - $175K
|
180K
$6.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
4.22K+ 24.84% |
$115K - $145K
|
21.2K
$733K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.36K+ 0.42% |
$64.3K - $81.4K
|
571K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
2.05K+ 8.45% |
$55.8K - $70.6K
|
26.3K
$908K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.91K+ 6.07% |
$52K - $65.8K
|
33.3K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 7.07% |
$48.6K - $61.4K
|
27K
$932K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
755+ 0.9% |
$20.6K - $26K
|
84.2K
$2.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
489+ 1.77% |
$13.3K - $16.9K
|
28.2K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
85+ 1.19% |
$2.32K - $2.93K
|
7.22K
$249K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
64+ 0.5% |
$1.74K - $2.21K
|
12.8K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
54+ 0.06% |
$1.47K - $1.86K
|
91.8K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.41MNew |
$41.9M - $45M
|
1.41M
$48.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05M+ 76.96% |
$31.1M - $33.4M
|
2.4M
$83.1M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
185K+ 1480.29% |
$5.49M - $5.9M
|
197K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
102KNew |
$3.04M - $3.27M
|
102K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
94.1K+ 1162.78% |
$2.8M - $3M
|
102K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
91.1K+ 120.32% |
$2.71M - $2.91M
|
167K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.2K+ 4.5% |
$2.65M - $2.85M
|
2.07M
$71.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.9KNew |
$1.6M - $1.72M
|
53.9K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.8K+ 38.58% |
$1.18M - $1.27M
|
143K
$4.95M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.7K+ 5.57% |
$913K - $981K
|
582K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.5K+ 3.62% |
$846K - $910K
|
816K
$28.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
27.7K+ 1.69% |
$824K - $885K
|
1.67M
$57.8M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
23.7K+ 6.34% |
$703K - $756K
|
397K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
23.2K+ 6.94% |
$689K - $740K
|
357K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
22.5K+ 11.13% |
$667K - $717K
|
224K
$7.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21.6K+ 10.63% |
$643K - $691K
|
225K
$7.78M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.9K+ 17.95% |
$620K - $666K
|
137K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.2K+ 47.14% |
$511K - $549K
|
53.7K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.1K+ 5.27% |
$508K - $545K
|
341K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16.7K+ 71.19% |
$497K - $535K
|
40.3K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16KNew |
$477K - $512K
|
16K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.6K+ 10.52% |
$404K - $434K
|
143K
$4.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12.7K+ 10.43% |
$379K - $407K
|
135K
$4.67M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
11.2KNew |
$333K - $358K
|
11.2K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
10.4K+ 5.7% |
$309K - $332K
|
193K
$6.67M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.79K+ 94.16% |
$291K - $313K
|
20.2K
$698K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.52K+ 10.92% |
$283K - $304K
|
96.6K
$3.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.52KNew |
$253K - $272K
|
8.52K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.51K+ 5.79% |
$253K - $272K
|
155K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.46KNew |
$251K - $270K
|
8.46K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.25K+ 87.33% |
$245K - $263K
|
17.7K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.94KNew |
$236K - $253K
|
7.94K
$274K
|
|