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 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 13.9% |
$73.8K - $83.2K
|
17.8K
$549K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2K- 95.24% |
$51.2K - $57.8K
|
100
$3.07K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.53K- 8.88% |
$39K - $44K
|
15.7K
$481K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.33K- 98.96% |
$34.1K - $38.5K
|
14
$430
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.04K- 40.76% |
$26.6K - $30.1K
|
1.51K
$46.5K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-615- 2.39% |
$15.7K - $17.8K
|
25.2K
$773K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-333- 1.88% |
$8.52K - $9.62K
|
17.4K
$535K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-221- 53.64% |
$5.66K - $6.38K
|
191
$5.87K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-136- 0.11% |
$3.48K - $3.93K
|
126K
$3.86M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-80- 7.63% |
$2.05K - $2.31K
|
968
$29.8K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 26.97% |
$1.66K - $1.88K
|
176
$5.41K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-47- 3.86% |
$1.2K - $1.36K
|
1.17K
$36K
|
|
Q3 2023 | |||||||
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-17.6K- 23.38% |
$466K - $525K
|
57.6K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.48K- 33.26% |
$119K - $134K
|
8.99K
$276K
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.38K- 21.36% |
$89.5K - $101K
|
12.4K
$382K
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 19.59% |
$51.1K - $57.4K
|
7.9K
$243K
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.83K- 15.66% |
$48.5K - $54.6K
|
9.85K
$303K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-884- 0.67% |
$23.4K - $26.4K
|
131K
$4.03M
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-775- 8.73% |
$20.6K - $23.1K
|
8.1K
$249K
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-379- 2.82% |
$10.1K - $11.3K
|
13.1K
$401K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-67- 45.58% |
$1.78K - $2K
|
80
$2.46K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-38.1K- 19.05% |
$1.02M - $1.11M
|
162K
$4.98M
|
|
Aug 07, 2023
Q2 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-23.5K- 1.28% |
$626K - $684K
|
1.81M
$55.6M
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-15K- 58.28% |
$400K - $438K
|
10.7K
$330K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.33K- 27.34% |
$222K - $243K
|
22.1K
$681K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.51K- 9.3% |
$147K - $161K
|
53.7K
$1.65M
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-463- 17.62% |
$12.3K - $13.5K
|
2.17K
$66.6K
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-230- 8.91% |
$6.13K - $6.71K
|
2.35K
$72.3K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1- 0.31% |
$26.7 - $29.2
|
326
$10K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.6K- 74.12% |
$829K - $951K
|
11K
$340K
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-14K- 22.86% |
$367K - $421K
|
47.2K
$1.45M
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.2K- 39.29% |
$136K - $156K
|
8.04K
$247K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-3.18K- 14.66% |
$83.2K - $95.5K
|
18.5K
$568K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.14K- 23.89% |
$29.8K - $34.1K
|
3.62K
$111K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-790- 13.69% |
$20.7K - $23.7K
|
4.98K
$153K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-253- 34.28% |
$6.63K - $7.61K
|
485
$14.9K
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7- 0.09% |
$183 - $210
|
7.62K
$234K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.57M- 96.25% |
$38.1M - $43.7M
|
61.2K
$1.88M
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-24.7K- 42.32% |
$600K - $686K
|
33.7K
$1.04M
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.85K- 1.85% |
$69.1K - $79.1K
|
151K
$4.65M
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-271- 7.48% |
$6.57K - $7.53K
|
3.35K
$103K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-276K- 95.99% |
N/A
|
11.5K
$355K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-131K- 99.99% |
N/A
|
8
$246
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-92.6K- 61.11% |
N/A
|
58.9K
$1.81M
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-60.7K- 84.55% |
N/A
|
11.1K
$341K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-14.7K- 14.93% |
N/A
|
84K
$2.58M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-14.1K- 72.42% |
N/A
|
5.37K
$165K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10.5K- 48.65% |
N/A
|
11K
$339K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-9.41K- 31.35% |
N/A
|
20.6K
$633K
|