Latest Institutional Sells of Wisdomtree Tr Emerging Mkts Ex (XSOE)

XSOE Quotes by TradingView

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
Oct 22, 2021 Q3 2021
Leicht Financial Planning & Wealth Management, Inc.

SELL
 -
-166K
Closed
$6.14M - $6.93M
0 $0
Oct 25, 2021 Q3 2021
S. R. Schill & Associates

Mercer Island, WA
SELL
 -
-97.1K
Closed
$3.59M - $4.06M
0 $0
Oct 25, 2021 Q3 2021
Tillar Wenstrup Advisors, LLC

SELL
 -
-91.7K
Closed
$3.39M - $3.83M
0 $0
Oct 26, 2021 Q3 2021
Systelligence, LLC

SELL
 -
-45.4K
Closed
$1.68M - $1.9M
0 $0
Nov 16, 2021 Q3 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-36.9K
Closed
$1.36M - $1.54M
0 $0
Nov 12, 2021 Q3 2021
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-30.2K
Closed
$1.12M - $1.26M
0 $0
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

SELL
 -
-26.1K
Closed
$968K - $1.09M
0 $0
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-24.8K
Closed
$920K - $1.04M
0 $0
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-18.6K
Closed
$690K - $779K
0 $0
Nov 16, 2021 Q3 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-12.5K
Closed
$461K - $521K
0 $0
Nov 12, 2021 Q3 2021
Lavaca Capital LLC

Houston, TX
SELL
 -
-6.63K
Closed
$245K - $277K
0 $0
Nov 03, 2021 Q3 2021
Sheaff Brock Investment Advisors, LLC

SELL
 -
-6.2K
Closed
$230K - $259K
0 $0
Nov 12, 2021 Q3 2021
Trinity Point Wealth, LLC

SELL
 -
-5.27K
Closed
$195K - $220K
0 $0
Nov 10, 2021 Q3 2021
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
SELL
 -
-5.24K
Closed
$194K - $219K
0 $0
Oct 21, 2021 Q3 2021
Cooper/Haims Advisors, LLC

SELL
 -
-5.2K
Closed
$193K - $217K
0 $0
Nov 12, 2021 Q3 2021
Kaizen Financial Strategies

SELL
 -
-5.1K
Closed
$189K - $213K
0 $0
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

SELL
 -
-1.96K
Closed
$72.5K - $81.8K
0 $0
Nov 16, 2021 Q3 2021
Parisi Gray Wealth Management

SELL
 -
-1.55K
Closed
$57.4K - $64.8K
0 $0
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-1.07K
Closed
$39.4K - $44.5K
0 $0
Nov 05, 2021 Q3 2021
Sargent Bickham Lagudis LLC

SELL
 -
-915
Closed
$33.9K - $38.3K
0 $0
Nov 09, 2021 Q3 2021
Private Ocean, LLC

SELL
 -
-718
Closed
$26.6K - $30K
0 $0
Oct 29, 2021 Q3 2021
Motco

SELL
 -
-437
Closed
$16.2K - $18.3K
0 $0
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

SELL
 -
-302
Closed
$11.2K - $12.6K
0 $0
Q2 2021
Aug 04, 2021 Q2 2021
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-701K
- 25.36%
$27.5M - $29.8M
2.06M $64M
Jul 16, 2021 Q2 2021
Lvz, Inc.

SELL
 -
-475K
Closed
$18.6M - $20.2M
0 $0
Aug 13, 2021 Q2 2021
Aveo Capital Partners, LLC

SELL
 -
-101K
Closed
$3.95M - $4.28M
0 $0
Jul 26, 2021 Q2 2021
Wealthpoint, LLC

SELL
 -
-21K
Closed
$826K - $895K
0 $0
Jul 13, 2021 Q2 2021
Rda Financial Network

SELL
 -
-10.5K
Closed
$411K - $446K
0 $0
Jul 26, 2021 Q2 2021
Moloney Securities Asset Management, LLC

SELL
 -
-5.87K
Closed
$230K - $250K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-1.07K
Closed
$41.8K - $45.3K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-714
Closed
$28K - $30.4K
0 $0
Aug 11, 2021 Q2 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-417
Closed
$16.4K - $17.7K
0 $0
Jul 22, 2021 Q2 2021
Northwest Investment Counselors, LLC

SELL
 -
-166
Closed
$6.52K - $7.06K
0 $0
Aug 12, 2021 Q2 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-100
Closed
$3.93K - $4.25K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-48
Closed
$1.88K - $2.04K
0 $0
Aug 16, 2021 Q2 2021
Massmutual Trust CO Fsb

SELL
 -
-40
Closed
$1.57K - $1.7K
0 $0
Q1 2021
May 18, 2021 Q1 2021
Steel Peak Wealth Management LLC

SELL
 -
-355K
Closed
$14M - $16M
0 $0
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-260K
Closed
$10.3M - $11.7M
0 $0
May 12, 2021 Q1 2021
Brinker Capital Investments, LLC

SELL
 -
-6.85K
Closed
$271K - $309K
0 $0
May 05, 2021 Q1 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-6.47K
Closed
$256K - $291K
0 $0
May 17, 2021 Q1 2021
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-700
Closed
$27.7K - $31.5K
0 $0
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-286
Closed
$11.3K - $12.9K
0 $0
Apr 28, 2021 Q1 2021
Dividend Assets Capital, LLC

SELL
 -
-26
Closed
$1.03K - $1.17K
0 $0
May 13, 2021 Q1 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-7
Closed
$277 - $315
0 $0
Q4 2020
Jan 27, 2021 Q4 2020
Smart Money Group LLC

SELL
 -
-91.2K
Closed
$3.07M - $3.63M
0 $0
Feb 12, 2021 Q4 2020
Banco Santander, S.A.

SELL
 -
-70K
Closed
$2.36M - $2.78M
0 $0
Q3 2020
Oct 09, 2020 Q3 2020
Intelligence Driven Advisers, LLC

SELL
 -
-26.1K
Closed
$790K - $907K
0 $0
Mar 22, 2023 Q3 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-850
- 55.16%
$25.7K - $29.5K
691 $21.4K
Q2 2020
Jul 28, 2020 Q2 2020
Bouchey Financial Group LTD

SELL
 -
-632K
Closed
$14.8M - $19.3M
0 $0

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