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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.97K- 8.96% |
$107K - $118K
|
40.3K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.18K- 2.46% |
$32K - $35.2K
|
46.9K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-990- 81.01% |
$26.8K - $29.5K
|
232
$7.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-505- 0.48% |
$13.7K - $15K
|
104K
$3.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-420- 61.14% |
$11.4K - $12.5K
|
267
$8.29K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-372- 5.1% |
$10.1K - $11.1K
|
6.92K
$215K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-331- 4.19% |
$8.95K - $9.85K
|
7.57K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-190- 2.57% |
$5.14K - $5.66K
|
7.21K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-184- 2.52% |
$4.98K - $5.48K
|
7.11K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-117- 4.15% |
$3.16K - $3.48K
|
2.7K
$83.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-97- 26.5% |
$2.62K - $2.89K
|
269
$8.35K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 16.36% |
$243 - $268
|
46
$1.43K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 0.66% |
$81.1 - $89.3
|
455
$14.1K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-14K- 53.62% |
$358K - $404K
|
12.1K
$376K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11.3K- 62.29% |
$290K - $327K
|
6.86K
$213K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-4.32K- 35.28% |
$111K - $125K
|
7.93K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.33K- 99.29% |
$85.3K - $96.3K
|
24
$745
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 29.81% |
$79.4K - $89.6K
|
7.3K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2K- 95.24% |
$51.2K - $57.8K
|
100
$3.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.53K- 8.88% |
$39K - $44K
|
15.7K
$486K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.33K- 98.96% |
$34.1K - $38.5K
|
14
$435
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-80- 7.63% |
$2.05K - $2.31K
|
968
$30K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-47- 3.86% |
$1.2K - $1.36K
|
1.17K
$36.4K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-17.6K- 23.38% |
$466K - $525K
|
57.6K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.48K- 33.26% |
$119K - $134K
|
8.99K
$279K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.38K- 21.36% |
$89.5K - $101K
|
12.4K
$386K
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 19.59% |
$51.1K - $57.4K
|
7.9K
$245K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.83K- 15.66% |
$48.5K - $54.6K
|
9.85K
$306K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-884- 0.67% |
$23.4K - $26.4K
|
131K
$4.06M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-775- 8.73% |
$20.6K - $23.1K
|
8.1K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-379- 2.82% |
$10.1K - $11.3K
|
13.1K
$405K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-67- 45.58% |
$1.78K - $2K
|
80
$2.48K
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-38.1K- 19.05% |
$1.02M - $1.11M
|
162K
$5.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-23.5K- 1.28% |
$626K - $684K
|
1.81M
$56.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-15K- 58.28% |
$400K - $438K
|
10.7K
$334K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.33K- 27.34% |
$222K - $243K
|
22.1K
$687K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.51K- 9.3% |
$147K - $161K
|
53.7K
$1.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-463- 17.62% |
$12.3K - $13.5K
|
2.17K
$67.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-230- 8.91% |
$6.13K - $6.71K
|
2.35K
$73K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1- 0.31% |
$26.7 - $29.2
|
326
$10.1K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.6K- 74.12% |
$829K - $951K
|
11K
$343K
|
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-14K- 22.86% |
$367K - $421K
|
47.2K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.2K- 39.29% |
$136K - $156K
|
8.04K
$249K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-3.18K- 14.66% |
$83.2K - $95.5K
|
18.5K
$574K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.14K- 23.89% |
$29.8K - $34.1K
|
3.62K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-790- 13.69% |
$20.7K - $23.7K
|
4.98K
$155K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-253- 34.28% |
$6.63K - $7.61K
|
485
$15.1K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7- 0.09% |
$183 - $210
|
7.62K
$236K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.57M- 96.25% |
$37.4M - $43.7M
|
61.2K
$1.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-24.7K- 42.32% |
$588K - $686K
|
33.7K
$1.05M
|
|