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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
10.3KNew |
$274K - $309K
|
10.3K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.61K+ 1.01% |
$69.2K - $77.8K
|
261K
$8.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.3K+ 3.95% |
$34.6K - $38.9K
|
34.3K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
906+ 12.39% |
$24K - $27K
|
8.22K
$255K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
668New |
$17.7K - $19.9K
|
668
$20.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
419+ 3.92% |
$11.1K - $12.5K
|
11.1K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
356+ 0.63% |
$9.44K - $10.6K
|
56.5K
$1.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$4.51K - $5.07K
|
170
$5.28K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
125New |
$3.32K - $3.73K
|
125
$3.88K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
75.5K+ 4080.5% |
$2.01M - $2.2M
|
77.4K
$2.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
11.3KNew |
$301K - $329K
|
11.3K
$350K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5.65K+ 48.75% |
$151K - $165K
|
17.2K
$535K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.23K+ 6.71% |
$86.1K - $94.2K
|
51.4K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.34K+ 0.6% |
$35.8K - $39.1K
|
226K
$7.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
197+ 0.35% |
$5.25K - $5.74K
|
56.3K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8+ 0.63% |
$213 - $233
|
1.27K
$39.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.65% |
$107 - $117
|
615
$19.1K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.41% |
$26.7 - $29.2
|
72
$2.23K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
218KNew |
$5.72M - $6.56M
|
218K
$6.77M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
145K+ 42.68% |
$3.8M - $4.36M
|
484K
$15M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38.1K+ 155.9% |
$998K - $1.15M
|
62.5K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20.1K+ 253.09% |
$526K - $603K
|
28K
$869K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
17.8K+ 52.66% |
$467K - $536K
|
51.7K
$1.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.96KNew |
$51.4K - $58.9K
|
1.96K
$60.8K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$26.2K - $30.1K
|
1K
$31K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
652New |
$17.1K - $19.6K
|
652
$20.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
645+ 7.82% |
$16.9K - $19.4K
|
8.9K
$276K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
271New |
$7.1K - $8.15K
|
271
$8.41K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
114New |
$2.99K - $3.43K
|
114
$3.54K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55New |
$1.44K - $1.65K
|
55
$1.71K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$655 - $752
|
25
$776
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$26.2 - $30.1
|
1
$31
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
49.3K+ 275.3% |
$1.17M - $1.37M
|
67.2K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
17.7KNew |
$420K - $491K
|
17.7K
$549K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$238K - $278K
|
10K
$310K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
9.41KNew |
$224K - $261K
|
9.41K
$292K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.29KNew |
$221K - $258K
|
9.29K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
9.01KNew |
$214K - $250K
|
9.01K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8.87K+ 94.4% |
$211K - $246K
|
18.3K
$567K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8.6KNew |
$205K - $239K
|
8.6K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
640New |
$15.2K - $17.8K
|
640
$19.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
123New |
$2.92K - $3.42K
|
123
$3.82K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
86New |
$2.05K - $2.39K
|
86
$2.67K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20New |
$476 - $555
|
20
$621
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
50.8KNew |
$1.25M - $1.49M
|
50.8K
$1.58M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
16.9K+ 2.51% |
$415K - $495K
|
688K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.48K+ 19.33% |
$209K - $249K
|
52.4K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.29K+ 7.46% |
$130K - $155K
|
76.2K
$2.36M
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
780+ 6.09% |
$19.2K - $22.9K
|
13.6K
$422K
|
|