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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-52.4K- 95.44% |
$1.37M - $1.58M
|
2.5K
$75.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-53.1K- 15.92% |
$1.39M - $1.6M
|
281K
$8.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-56.3K- 26.95% |
$1.48M - $1.69M
|
153K
$4.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-61.9K- 75.38% |
$1.62M - $1.86M
|
20.2K
$607K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-63.5K- 20.81% |
$1.66M - $1.91M
|
241K
$7.24M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.6K- 21.21% |
$1.69M - $1.94M
|
240K
$7.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-67K- 85.22% |
$1.75M - $2.01M
|
11.6K
$349K
|
|
|
May 09, 2023
Q1 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-100K- 5.17% |
$2.62M - $3.01M
|
1.83M
$55M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-167K- 65.54% |
$4.37M - $5.01M
|
87.7K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-171K- 20.75% |
$4.48M - $5.14M
|
653K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-175K- 74.7% |
$4.59M - $5.27M
|
59.4K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-242K- 96.47% |
$6.35M - $7.28M
|
8.86K
$266K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-277K- 93.76% |
$7.25M - $8.32M
|
18.4K
$553K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-511K- 97.3% |
$13.4M - $15.4M
|
14.2K
$425K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-616K- 96.14% |
$16.1M - $18.5M
|
24.7K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.63M- 97.96% |
$42.8M - $49.1M
|
34K
$1.02M
|