Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-134K- 80.48% |
$4.09M - $4.59M
|
32.5K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-31.4K- 8.22% |
$956K - $1.07M
|
350K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.8K- 99.9% |
$482K - $541K
|
16
$496
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-14.3K- 35.61% |
$434K - $487K
|
25.8K
$799K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8.7K- 6.62% |
$265K - $298K
|
123K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.75K- 16.91% |
$236K - $265K
|
38.1K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.78K- 4.66% |
$176K - $198K
|
118K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.26K- 19.11% |
$99.2K - $111K
|
13.8K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.67K- 5.32% |
$81.5K - $91.5K
|
47.6K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.64K- 3.56% |
$49.9K - $56K
|
44.4K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.35K- 8.49% |
$41.2K - $46.2K
|
14.6K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 4.73% |
$37.7K - $42.3K
|
24.9K
$771K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.17K- 11.9% |
$35.7K - $40K
|
8.67K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-915- 0.55% |
$27.9K - $31.3K
|
166K
$5.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-866- 7.67% |
$26.4K - $29.6K
|
10.4K
$323K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-691- 37.33% |
$21.1K - $23.6K
|
1.16K
$35.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-457- 4.77% |
$13.9K - $15.6K
|
9.13K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-386- 7.09% |
$11.8K - $13.2K
|
5.06K
$157K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-105- 0.5% |
$3.2K - $3.59K
|
20.7K
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-92- 0.56% |
$2.8K - $3.15K
|
16.2K
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-78- 0.77% |
$2.38K - $2.67K
|
10.1K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-70- 0.47% |
$2.13K - $2.39K
|
14.9K
$461K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-15- 5.58% |
$457 - $513
|
254
$7.87K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-724K- 96.63% |
$21.2M - $24.3M
|
25.2K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-351K- 33.75% |
$10.2M - $11.7M
|
688K
$21.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-297K- 18.28% |
$8.68M - $9.95M
|
1.33M
$41.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-107K- 3.07% |
$3.12M - $3.58M
|
3.37M
$105M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.8K- 4.16% |
$1.11M - $1.27M
|
871K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.5K- 4.38% |
$569K - $652K
|
424K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-18.1K- 25.02% |
$530K - $607K
|
54.3K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.3KClosed |
$361K - $414K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.9K- 17.34% |
$347K - $398K
|
56.6K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.3K- 1.58% |
$330K - $378K
|
704K
$21.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.1K- 43.63% |
$325K - $373K
|
14.4K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 10.75% |
$312K - $358K
|
88.6K
$2.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.89K- 6.74% |
$289K - $331K
|
137K
$4.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.83K- 90.1% |
$258K - $296K
|
970
$30.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8.54K- 21.05% |
$250K - $286K
|
32K
$993K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.46K- 4.1% |
$218K - $250K
|
174K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.87K- 0.34% |
$201K - $230K
|
2.03M
$62.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.84K- 4.73% |
$200K - $229K
|
138K
$4.27M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-6.77K- 12.94% |
$198K - $227K
|
45.5K
$1.41M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.05K- 3.05% |
$148K - $169K
|
161K
$4.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.19K- 14.27% |
$122K - $140K
|
25.2K
$780K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.64K- 6.92% |
$107K - $122K
|
49K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.48K- 15.37% |
$102K - $117K
|
19.2K
$594K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.39K- 5.17% |
$99.1K - $114K
|
62.1K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 7.03% |
$57.4K - $65.8K
|
26K
$805K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.82K- 1.55% |
$53.1K - $60.9K
|
115K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.71K- 3.81% |
$50.1K - $57.4K
|
43.3K
$1.34M
|
|