Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EMERGING MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
14.7K+ 55.32% |
$384K - $441K
|
41.2K
$1.24M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$348K - $399K
|
13.3K
$398K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.7K+ 74.28% |
$333K - $382K
|
29.8K
$894K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
12K+ 12.3% |
$314K - $360K
|
109K
$3.28M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.8K+ 3.55% |
$309K - $355K
|
344K
$10.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11.8K+ 134.25% |
$308K - $353K
|
20.5K
$615K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11.6KNew |
$304K - $348K
|
11.6K
$348K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
11.3KNew |
$297K - $340K
|
11.3K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8KNew |
$284K - $325K
|
10.8K
$325K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$283K - $325K
|
10.8K
$324K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10.6K+ 61.76% |
$278K - $319K
|
27.8K
$834K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.1K+ 7.12% |
$265K - $304K
|
152K
$4.57M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10.1K+ 11.26% |
$265K - $304K
|
99.8K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$262K - $301K
|
10K
$300K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
9.76K+ 37.39% |
$256K - $293K
|
35.9K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.3K+ 36.97% |
$218K - $250K
|
30.8K
$923K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.04KNew |
$211K - $242K
|
8.04K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.76K+ 20.86% |
$203K - $233K
|
45K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.41KNew |
$194K - $223K
|
7.41K
$222K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.34K+ 3.8% |
$192K - $221K
|
201K
$6.02M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.21K+ 16.14% |
$189K - $217K
|
51.9K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.17K+ 5.8% |
$188K - $216K
|
131K
$3.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.71K+ 2.45% |
$176K - $202K
|
281K
$8.43M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.49K+ 23.69% |
$170K - $195K
|
33.9K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.39K+ 0.48% |
$167K - $192K
|
1.33M
$40M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5.6K+ 6.23% |
$147K - $168K
|
95.5K
$2.86M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.6K+ 3.94% |
$147K - $168K
|
147K
$4.42M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
5.39K+ 4.2% |
$141K - $162K
|
134K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.24K+ 6.72% |
$111K - $127K
|
67.3K
$2.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.52K+ 3.97% |
$92.2K - $106K
|
92.2K
$2.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.17K+ 3.99% |
$83K - $95.3K
|
82.7K
$2.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.01K+ 10.36% |
$78.7K - $90.3K
|
32K
$960K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3K+ 291.06% |
$78.5K - $90K
|
4.02K
$121K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.87K+ 1.62% |
$75.2K - $86.3K
|
180K
$5.4M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.73K+ 13.12% |
$71.5K - $82.1K
|
23.5K
$706K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.72K+ 2.23% |
$71.3K - $81.8K
|
125K
$3.75M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.67K+ 11133.33% |
$70K - $80.3K
|
2.7K
$80.9K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.63K+ 3.12% |
$68.9K - $79.1K
|
87K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 32.44% |
$68.2K - $78.3K
|
10.6K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.42K+ 4.1% |
$63.3K - $72.6K
|
61.3K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.29K+ 5.49% |
$60K - $68.9K
|
44K
$1.32M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.15K+ 8.94% |
$56.3K - $64.5K
|
26.2K
$785K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.96KNew |
$51.4K - $58.9K
|
1.96K
$58.8K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.87K+ 11.12% |
$49K - $56.2K
|
18.7K
$560K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.83K+ 7.5% |
$47.8K - $54.9K
|
26.2K
$785K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.81K+ 9.22% |
$47.4K - $54.3K
|
21.4K
$642K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.71K+ 10.08% |
$44.8K - $51.4K
|
18.7K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.39K+ 2.3% |
$36.4K - $41.7K
|
61.6K
$1.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.18K+ 4.4% |
$30.9K - $35.4K
|
28K
$840K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.05K+ 104700.0% |
$27.4K - $31.5K
|
1.05K
$31.4K
|