Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q1 2024. 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 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.45K+ 13.49% |
$174K - $192K
|
54.2K
$1.68M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 23.12% |
$162K - $178K
|
31.9K
$988K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.93KNew |
$160K - $176K
|
5.93K
$184K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.85K+ 4.66% |
$158K - $174K
|
131K
$4.07M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.72K+ 68.78% |
$155K - $170K
|
14K
$434K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.58K+ 5.12% |
$151K - $166K
|
114K
$3.55M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.82K+ 11.51% |
$130K - $143K
|
46.7K
$1.45M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.81K+ 3.83% |
$130K - $143K
|
130K
$4.04M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.6K+ 0.34% |
$124K - $137K
|
1.36M
$42.2M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.4KNew |
$119K - $131K
|
4.4K
$136K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.38K+ 5.68% |
$119K - $130K
|
81.6K
$2.53M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
4.15K+ 14.08% |
$112K - $124K
|
33.6K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.05KNew |
$109K - $120K
|
4.05K
$125K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.02K+ 0.55% |
$109K - $120K
|
735K
$22.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.84K+ 29.76% |
$104K - $114K
|
16.7K
$518K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.81K+ 12.79% |
$103K - $113K
|
33.6K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.27K+ 30.86% |
$88.4K - $97.4K
|
13.9K
$430K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.13K+ 10.09% |
$84.7K - $93.3K
|
34.2K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.75K+ 4.71% |
$74.4K - $81.9K
|
61.2K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.64K+ 22.33% |
$71.3K - $78.5K
|
14.4K
$447K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
2.15K+ 1.35% |
$58K - $63.9K
|
162K
$5M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.98KNew |
$53.5K - $58.9K
|
1.98K
$61.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.94K+ 15.2% |
$52.5K - $57.8K
|
14.7K
$456K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.79K+ 0.64% |
$48.5K - $53.4K
|
280K
$8.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.71K+ 22.0% |
$46.3K - $51K
|
9.5K
$294K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.51KNew |
$40.8K - $44.9K
|
1.51K
$46.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 9.91% |
$37.7K - $41.6K
|
15.5K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.39K+ 7.66% |
$37.5K - $41.3K
|
19.5K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.35K+ 5.98% |
$36.4K - $40.1K
|
23.9K
$739K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.27KNew |
$34.4K - $37.8K
|
1.27K
$39.4K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.25K+ 13.29% |
$33.8K - $37.2K
|
10.7K
$330K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 13.33% |
$33.1K - $36.5K
|
10.4K
$323K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.05K+ 56.83% |
$28.4K - $31.3K
|
2.9K
$89.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.04K+ 4.15% |
$28K - $30.9K
|
26K
$806K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.03K+ 3.51% |
$27.8K - $30.6K
|
30.4K
$941K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1KNew |
$27K - $29.8K
|
1K
$31K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
925New |
$25K - $27.5K
|
925
$28.7K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
899+ 3.74% |
$24.3K - $26.8K
|
24.9K
$773K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
617New |
$16.7K - $18.4K
|
617
$19.1K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
575+ 6.12% |
$15.5K - $17.1K
|
9.97K
$309K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
507+ 0.73% |
$13.7K - $15.1K
|
70K
$2.17M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
450+ 5.1% |
$12.2K - $13.4K
|
9.28K
$287K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
399+ 2.98% |
$10.8K - $11.9K
|
13.8K
$427K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
307+ 3.24% |
$8.3K - $9.14K
|
9.79K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
302+ 14.95% |
$8.17K - $8.99K
|
2.32K
$71.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
280+ 1.65% |
$7.57K - $8.34K
|
17.2K
$533K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
223+ 57.47% |
$6.03K - $6.64K
|
611
$18.9K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
158New |
$4.27K - $4.7K
|
158
$4.89K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
79+ 0.93% |
$2.14K - $2.35K
|
8.55K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75New |
$2.03K - $2.23K
|
75
$2.32K
|