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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.56KNew |
$225K - $241K
|
7.56K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.64KNew |
$197K - $212K
|
6.64K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.54KNew |
$194K - $209K
|
6.54K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
5.55K+ 24.01% |
$165K - $177K
|
28.6K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.38K+ 457.7% |
$160K - $172K
|
6.55K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.24K+ 17.02% |
$156K - $167K
|
36K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.97K+ 6.05% |
$148K - $159K
|
87.1K
$3.01M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.58K+ 2.78% |
$136K - $146K
|
169K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.25K+ 25.45% |
$126K - $136K
|
21K
$725K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
3.77K+ 8.06% |
$112K - $121K
|
50.6K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.39K+ 4.66% |
$101K - $108K
|
76.1K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.28K+ 88.67% |
$97.4K - $105K
|
6.98K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.07K+ 8.83% |
$91.2K - $98K
|
37.8K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.99K+ 16.12% |
$88.8K - $95.5K
|
21.5K
$744K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 2.11% |
$72.3K - $77.7K
|
118K
$4.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.26K+ 0.8% |
$67.2K - $72.2K
|
284K
$9.82M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 2.85% |
$59.8K - $64.3K
|
72.7K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.98K+ 15.51% |
$58.9K - $63.3K
|
14.8K
$510K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.57K+ 3.69% |
$46.6K - $50.1K
|
44K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.47K+ 1.11% |
$43.7K - $47K
|
134K
$4.63M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 0.78% |
$40.9K - $43.9K
|
177K
$6.13M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$39.9K - $42.8K
|
1.34K
$46.4K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.28K+ 9.0% |
$38.1K - $40.9K
|
15.5K
$537K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.24K+ 3.66% |
$36.8K - $39.5K
|
35.1K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.15K+ 0.38% |
$34.3K - $36.9K
|
301K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.09K+ 2.27% |
$32.4K - $34.8K
|
49.2K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
920+ 3.63% |
$27.3K - $29.4K
|
26.3K
$908K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
624+ 25.38% |
$18.5K - $19.9K
|
3.08K
$107K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
563+ 3.58% |
$16.7K - $18K
|
16.3K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
400+ 2.6% |
$11.9K - $12.8K
|
15.8K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
344+ 1.11% |
$10.2K - $11K
|
31.4K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
328+ 1.42% |
$9.75K - $10.5K
|
23.5K
$812K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
280+ 23.91% |
$8.32K - $8.94K
|
1.45K
$50.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
245+ 0.08% |
$7.28K - $7.83K
|
303K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
180+ 0.37% |
$5.35K - $5.75K
|
49.4K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
172+ 8.19% |
$5.11K - $5.49K
|
2.27K
$78.5K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
163+ 0.55% |
$4.84K - $5.21K
|
29.5K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
124+ 0.87% |
$3.69K - $3.96K
|
14.4K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88New |
$2.62K - $2.81K
|
88
$3.04K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
58New |
$1.72K - $1.85K
|
58
$2.01K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
56New |
$1.66K - $1.79K
|
56
$1.94K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
33+ 50.0% |
$981 - $1.05K
|
99
$3.42K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26+ 2.09% |
$773 - $830
|
1.27K
$43.8K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 9.61% |
$654 - $703
|
251
$8.68K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.09% |
$89.2 - $95.8
|
3.3K
$114K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.08% |
$29.7 - $31.9
|
1.21K
$42K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$29.7 - $31.9
|
178
$6.15K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.6KNew |
$1.88M - $2.11M
|
61.6K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.1KNew |
$399K - $448K
|
13.1K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.07KNew |
$215K - $242K
|
7.07K
$244K
|
|