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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.07K- 22.06% |
$215K - $242K
|
25K
$863K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.31K- 6.1% |
$101K - $113K
|
51K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 32.3% |
$99.9K - $112K
|
6.87K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.17K- 11.9% |
$35.7K - $40K
|
8.67K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-645- 6.33% |
$19.7K - $22.1K
|
9.54K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-534- 52.98% |
$16.3K - $18.3K
|
474
$16.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-429- 4.01% |
$13.1K - $14.7K
|
10.3K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-315- 3.51% |
$9.6K - $10.8K
|
8.66K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-241- 50.1% |
$7.35K - $8.24K
|
240
$8.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-123- 8.05% |
$3.75K - $4.21K
|
1.41K
$48.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-105- 0.5% |
$3.2K - $3.59K
|
20.7K
$717K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 36.59% |
$2.29K - $2.57K
|
130
$4.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42- 8.28% |
$1.28K - $1.44K
|
465
$16.1K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.9K- 17.34% |
$347K - $398K
|
56.6K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.48K- 15.37% |
$102K - $117K
|
19.2K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-943- 12.84% |
$27.6K - $31.6K
|
6.4K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-888- 8.65% |
$26K - $29.8K
|
9.38K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 5.31% |
$23.4K - $26.8K
|
14.3K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-456- 4.91% |
$13.3K - $15.3K
|
8.83K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-449- 0.56% |
$13.1K - $15K
|
79.5K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-79- 1.81% |
$2.31K - $2.65K
|
4.29K
$148K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-59- 0.43% |
$1.72K - $1.98K
|
13.6K
$471K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15- 3.3% |
$438 - $503
|
440
$15.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4- 2.42% |
$117 - $134
|
161
$5.57K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.02M- 21.16% |
$28.8M - $31.8M
|
3.8M
$131M
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-6.62K- 24.85% |
$187K - $206K
|
20K
$692K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-6.25K- 39.38% |
$177K - $195K
|
9.62K
$333K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 37.63% |
$123K - $136K
|
7.23K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.04K- 1.82% |
$114K - $126K
|
218K
$7.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.72K- 28.74% |
$105K - $116K
|
9.22K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.32K- 17.08% |
$94K - $103K
|
16.1K
$558K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-575- 5.77% |
$16.3K - $17.9K
|
9.39K
$325K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-435- 74.36% |
$12.3K - $13.5K
|
150
$5.19K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 65.97% |
$3.56K - $3.92K
|
65
$2.25K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10Closed |
$283 - $311
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-52.2K- 41.07% |
$1.41M - $1.55M
|
74.9K
$2.59M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-38.9K- 55.92% |
$1.05M - $1.16M
|
30.6K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-16.3K- 29.56% |
$441K - $486K
|
38.9K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.7K- 2.55% |
$208K - $229K
|
294K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.97K- 8.96% |
$107K - $118K
|
40.3K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.18K- 2.46% |
$32K - $35.2K
|
46.9K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-990- 81.01% |
$26.8K - $29.5K
|
232
$8.02K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-505- 0.48% |
$13.7K - $15K
|
104K
$3.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-420- 61.14% |
$11.4K - $12.5K
|
267
$9.23K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-331- 4.19% |
$8.95K - $9.85K
|
7.57K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-190- 2.57% |
$5.14K - $5.66K
|
7.21K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-184- 2.52% |
$4.98K - $5.48K
|
7.11K
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 16.36% |
$243 - $268
|
46
$1.59K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-14K- 53.62% |
$358K - $404K
|
12.1K
$419K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11.3K- 62.29% |
$290K - $327K
|
6.86K
$237K
|
|