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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
736New |
$18.1K - $21.6K
|
736
$22.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
499New |
$12.3K - $14.7K
|
499
$15K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
390New |
$9.6K - $11.5K
|
390
$11.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
260New |
$6.4K - $7.64K
|
260
$7.8K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
95New |
$2.34K - $2.79K
|
95
$2.85K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
46+ 0.6% |
$1.13K - $1.35K
|
7.67K
$230K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 10.27% |
$566 - $676
|
247
$7.41K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
14+ 6.03% |
$345 - $411
|
246
$7.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
4+ 0.05% |
$98.5 - $118
|
8.55K
$257K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$98.5 - $118
|
4
$120
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.57% |
$24.6 - $29.4
|
175
$5.25K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$24.6 - $29.4
|
8.18K
$245K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
436KNew |
$12.3M - $14.7M
|
436K
$13.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
87.7KNew |
$2.47M - $2.96M
|
87.7K
$2.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
13.1KNew |
$368K - $442K
|
13.1K
$392K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12.3K+ 80.52% |
$346K - $415K
|
27.5K
$825K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.54K+ 29.36% |
$128K - $153K
|
20K
$599K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
3.81KNew |
$107K - $129K
|
3.81K
$114K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.09KNew |
$58.8K - $70.5K
|
2.09K
$62.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
480New |
$13.5K - $16.2K
|
480
$14.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
292+ 1.01% |
$8.23K - $9.87K
|
29.3K
$880K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
287+ 1.73% |
$8.09K - $9.7K
|
16.8K
$505K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
137New |
$3.86K - $4.63K
|
137
$4.11K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
102New |
$2.88K - $3.45K
|
102
$3.06K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
32New |
$902 - $1.08K
|
32
$960
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67.8KNew |
$2.04M - $2.58M
|
67.8K
$2.03M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
PUT |
50.2KNew |
$1.51M - $1.91M
|
50.2K
$1.51M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
PUT |
1KNew |
$30.1K - $38.1K
|
1K
$30K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
162New |
$4.88K - $6.17K
|
162
$4.86K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
92New |
$2.77K - $3.5K
|
92
$2.76K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
26New |
$783 - $990
|
26
$780
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$452 - $571
|
15
$450
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10.9KNew |
$390K - $426K
|
10.9K
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.62KNew |
$93.4K - $102K
|
2.62K
$78.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.05KNew |
$73.2K - $80K
|
2.05K
$61.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
75New |
$2.68K - $2.93K
|
75
$2.25K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13New |
$464 - $507
|
13
$390
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
475New |
$17.6K - $19.9K
|
475
$14.3K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
90New |
$3.33K - $3.76K
|
90
$2.7K
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
251K+ 210.56% |
$9.85M - $10.7M
|
370K
$11.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
12.5KNew |
$489K - $530K
|
12.5K
$374K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.82KNew |
$229K - $248K
|
5.82K
$175K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
176+ 103.53% |
$6.91K - $7.49K
|
346
$10.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
40New |
$1.57K - $1.7K
|
40
$1.2K
|
|
| Q1 2021 | |||||||
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
207New |
$8.2K - $9.33K
|
207
$6.21K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
81New |
$2.73K - $3.22K
|
81
$2.43K
|
|
| Q1 2020 | |||||||
|
Jun 17, 2024
Q1 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
138KNew |
$3.04M - $4.49M
|
138K
$4.15M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
51.5KNew |
N/A
|
51.5K
$1.55M
|
|