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 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
48+ 2.14% |
$1.3K - $1.43K
|
2.29K
$70.9K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 12.2% |
$541 - $595
|
184
$5.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11New |
$297 - $327
|
11
$341
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 0.66% |
$81.1 - $89.3
|
455
$14.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 16.36% |
$243 - $268
|
46
$1.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 8.88% |
$1.05K - $1.16K
|
400
$12.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-39- 0.68% |
$1.05K - $1.16K
|
5.66K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-47- 0.35% |
$1.27K - $1.4K
|
13.2K
$409K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-50- 0.3% |
$1.35K - $1.49K
|
16.8K
$520K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-65- 0.41% |
$1.76K - $1.94K
|
15.9K
$492K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-72- 0.56% |
$1.95K - $2.14K
|
12.8K
$396K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-78- 30.83% |
$2.11K - $2.32K
|
175
$5.42K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-89- 25.0% |
$2.41K - $2.65K
|
267
$8.27K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-97- 26.5% |
$2.62K - $2.89K
|
269
$8.33K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-97- 0.42% |
$2.62K - $2.89K
|
23.1K
$715K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-117- 4.15% |
$3.16K - $3.48K
|
2.7K
$83.6K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-144- 0.08% |
$3.89K - $4.29K
|
191K
$5.91M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-160- 8.25% |
$4.33K - $4.76K
|
1.78K
$55.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-184- 2.52% |
$4.98K - $5.48K
|
7.11K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-189- 1.59% |
$5.11K - $5.63K
|
11.7K
$363K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-190- 2.57% |
$5.14K - $5.66K
|
7.21K
$223K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-209- 2.05% |
$5.65K - $6.22K
|
9.98K
$309K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-331- 4.19% |
$8.95K - $9.85K
|
7.57K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-372- 5.1% |
$10.1K - $11.1K
|
6.92K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-410- 3.94% |
$11.1K - $12.2K
|
10K
$310K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-420- 61.14% |
$11.4K - $12.5K
|
267
$8.27K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-505- 0.48% |
$13.7K - $15K
|
104K
$3.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-525- 4.6% |
$14.2K - $15.6K
|
10.9K
$337K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-698- 2.47% |
$18.9K - $20.8K
|
27.5K
$853K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-766- 0.65% |
$20.7K - $22.8K
|
118K
$3.64M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-819- 6.7% |
$22.1K - $24.4K
|
11.4K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-847- 18.25% |
$22.9K - $25.2K
|
3.8K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-873- 2.94% |
$23.6K - $26K
|
28.9K
$894K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-901- 0.81% |
$24.4K - $26.8K
|
110K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-963- 1.25% |
$26K - $28.7K
|
76.1K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-964- 2.21% |
$26.1K - $28.7K
|
42.6K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-990- 81.01% |
$26.8K - $29.5K
|
232
$7.19K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.04K- 5.83% |
$28K - $30.8K
|
16.7K
$518K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.06K- 9.19% |
$28.7K - $31.6K
|
10.5K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.16K- 6.54% |
$31.4K - $34.5K
|
16.6K
$513K
|
|
|
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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.19K- 10.03% |
$32.1K - $35.4K
|
10.7K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.27K- 6.48% |
$34.3K - $37.7K
|
18.3K
$567K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.41K- 10.36% |
$38.1K - $41.9K
|
12.2K
$378K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.47K- 8.91% |
$39.7K - $43.7K
|
15K
$465K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.68K- 1.48% |
$45.4K - $50K
|
112K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.68K- 9.68% |
$45.5K - $50K
|
15.7K
$486K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.76K- 0.6% |
$47.6K - $52.4K
|
289K
$8.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.84K- 1.6% |
$49.8K - $54.9K
|
113K
$3.5M
|