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 |
---|---|---|---|---|---|---|---|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-14.1K- 4.43% |
$384K - $486K
|
304K
$10.5M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-10.8K- 21.52% |
$295K - $373K
|
39.4K
$1.36M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-5.2K- 88.38% |
$142K - $179K
|
684
$23.6K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.08K- 24.42% |
$56.6K - $71.6K
|
6.43K
$222K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.98K- 10.41% |
$53.9K - $68.2K
|
17K
$588K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.37K- 7.31% |
$37.3K - $47.2K
|
17.4K
$601K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.34K- 8.38% |
$36.5K - $46.2K
|
14.6K
$506K
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.27K- 8.51% |
$34.5K - $43.7K
|
13.6K
$471K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.26K- 3.62% |
$34.4K - $43.5K
|
33.6K
$1.16M
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-601- 1.6% |
$16.4K - $20.7K
|
37.1K
$1.28M
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-572- 49.27% |
$15.6K - $19.7K
|
589
$20.4K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-428- 0.89% |
$11.7K - $14.8K
|
47.7K
$1.65M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-215- 5.26% |
$5.86K - $7.41K
|
3.88K
$134K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-198- 2.99% |
$5.4K - $6.83K
|
6.42K
$222K
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-194- 0.55% |
$5.29K - $6.69K
|
35.4K
$1.22M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-23- 0.23% |
$627 - $793
|
9.77K
$338K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-515K- 14.6% |
$15.3M - $16.4M
|
3.01M
$104M
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-449K- 24.84% |
$13.4M - $14.4M
|
1.36M
$47M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-137K- 61.42% |
$4.06M - $4.36M
|
85.9K
$2.97M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-106K- 32.61% |
$3.15M - $3.39M
|
219K
$7.58M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-90.3K- 5.87% |
$2.68M - $2.88M
|
1.45M
$50.1M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86.9K- 22.68% |
$2.58M - $2.77M
|
296K
$10.2M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-50.5K- 85.83% |
$1.5M - $1.61M
|
8.34K
$288K
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-47.9K- 17.38% |
$1.42M - $1.53M
|
228K
$7.87M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-46.8K- 56.04% |
$1.39M - $1.5M
|
36.7K
$1.27M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.1K- 2.65% |
$1.19M - $1.28M
|
1.47M
$51M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.8K- 18.45% |
$708K - $761K
|
105K
$3.64M
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.3K- 10.37% |
$632K - $679K
|
184K
$6.35M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-19.3K- 15.66% |
$573K - $615K
|
104K
$3.59M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-15K- 5.04% |
$446K - $479K
|
283K
$9.78M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.89K- 7.73% |
$294K - $316K
|
118K
$4.08M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-9.18K- 38.71% |
$273K - $293K
|
14.5K
$502K
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-8.79K- 4.64% |
$261K - $281K
|
181K
$6.25M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-6.62K- 35.16% |
$197K - $212K
|
12.2K
$422K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6.24K- 12.69% |
$185K - $199K
|
42.9K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-4.69K- 18.11% |
$139K - $150K
|
21.2K
$733K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.02K- 16.14% |
$119K - $128K
|
20.9K
$721K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.95K- 9.81% |
$117K - $126K
|
36.3K
$1.26M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.54K- 7.03% |
$105K - $113K
|
46.7K
$1.62M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.53K- 97.95% |
$105K - $113K
|
74
$2.56K
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3.42K- 11.17% |
$102K - $109K
|
27.2K
$941K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 11.82% |
$101K - $108K
|
25.3K
$874K
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-3.18K- 13.54% |
$94.6K - $102K
|
20.3K
$702K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.68K- 1.13% |
$79.7K - $85.7K
|
235K
$8.11M
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2.61K- 15.94% |
$77.4K - $83.2K
|
13.7K
$475K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.56K- 19.44% |
$75.9K - $81.6K
|
10.6K
$366K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.17K- 12.03% |
$64.6K - $69.4K
|
15.9K
$549K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.15K- 1.55% |
$64K - $68.7K
|
136K
$4.72M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.15K- 12.86% |
$63.9K - $68.7K
|
14.6K
$504K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.12K- 24.64% |
$62.9K - $67.6K
|
6.47K
$224K
|