Purchases and Sales Made in Q2 2022 in Wisdomtree Tr Emerging Mkts Ex (XSOE)

XSOE Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q2 2022. 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
Aug 15, 2022 Q2 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
4.54K
+ 29.36%
$128K - $153K
20K $620K
Jul 28, 2022 Q2 2022
Sageworth Trust CO

BUY
 -
3.81K
New
$107K - $129K
3.81K $118K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
3.57K
New
$101K - $120K
3.57K $111K
Jul 15, 2022 Q2 2022
First Financial Corp

BUY
 -
2.26K
+ 48.13%
$63.6K - $76.2K
6.94K $215K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.09K
New
$58.8K - $70.5K
2.09K $64.7K
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2K
+ 1.57%
$56.3K - $67.4K
129K $4.02M
Jul 28, 2022 Q2 2022
Rise Advisors, LLC

BUY
 -
1.94K
+ 2.25%
$54.7K - $65.6K
88.3K $2.74M
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
1.89K
+ 188800.0%
$53.2K - $63.8K
1.89K $58.6K
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.78K
+ 6.01%
$50.2K - $60.1K
31.4K $974K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
1.78K
+ 0.46%
$50.1K - $60K
390K $12.1M
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
BUY
 -
1.52K
+ 13.27%
$42.8K - $51.4K
13K $403K
Aug 11, 2022 Q2 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
1.49K
+ 2.15%
$42K - $50.4K
70.7K $2.2M
Aug 15, 2022 Q2 2022
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
1.31K
+ 1.86%
$36.9K - $44.2K
71.8K $2.23M
Aug 09, 2022 Q2 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
1.18K
+ 5.5%
$33.1K - $39.7K
22.5K $699K
Jul 15, 2022 Q2 2022
Sightline Wealth Advisors, LLC

BUY
 -
963
+ 2.17%
$27.1K - $32.5K
45.3K $1.4M
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
852
New
$24K - $28.8K
852 $26.4K
Aug 04, 2022 Q2 2022
Harvest Group Wealth Management, LLC

BUY
 -
816
+ 2.55%
$23K - $27.6K
32.8K $1.02M
Jul 28, 2022 Q2 2022
Exchange Capital Management, Inc.

BUY
 -
770
+ 1.84%
$21.7K - $26K
42.7K $1.33M
Aug 01, 2022 Q2 2022
Ellis Investment Partners, LLC

BUY
 -
672
+ 3.9%
$18.9K - $22.7K
17.9K $556K
Jul 12, 2022 Q2 2022
Webster Bank, N. A.

BUY
 -
630
+ 2.91%
$17.8K - $21.3K
22.3K $692K
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
554
+ 0.05%
$15.6K - $18.7K
1.19M $37M
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
480
New
$13.5K - $16.2K
480 $14.9K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
317
+ 1.16%
$8.94K - $10.7K
27.7K $860K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
292
+ 1.01%
$8.23K - $9.87K
29.3K $911K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
287
+ 1.73%
$8.09K - $9.7K
16.8K $523K
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
221
+ 2762.5%
$6.23K - $7.47K
229 $7.11K
Aug 11, 2022 Q2 2022
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
199
+ 0.34%
$5.61K - $6.72K
58.1K $1.8M
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
137
New
$3.86K - $4.63K
137 $4.25K
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
114
New
$3.21K - $3.85K
114 $3.54K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
102
New
$2.88K - $3.45K
102 $3.17K
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
39
+ 15.0%
$1.1K - $1.32K
299 $9.28K
Aug 01, 2022 Q2 2022
Financial Advantage, Inc.

BUY
 -
33
+ 16.58%
$930 - $1.12K
232 $7.2K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
32
New
$902 - $1.08K
32 $993
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
16
+ 0.32%
$451 - $541
5.08K $158K
Aug 05, 2022 Q2 2022
Capital Advisors, Ltd. LLC

BUY
 -
8
+ 1.34%
$226 - $270
606 $18.8K
Aug 10, 2022 Q2 2022
Lee Financial CO

Dallas, TX
BUY
 -
8
+ 1.26%
$226 - $270
644 $20K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
2
+ 0.81%
$56.4 - $67.6
248 $7.7K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1
+ 1.43%
$28.2 - $33.8
71 $2.2K
Jul 15, 2022 Q2 2022
Newbridge Financial Services Group, Inc.

BUY
 -
1
+ 0.17%
$28.2 - $33.8
589 $18.3K
Jul 18, 2022 Q2 2022
Clean Yield Group

SELL
 -
0
Closed
$0 - $0
0 $0
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-1
- 0.01%
$28.2 - $33.8
14.9K $464K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-50
- 16.67%
$1.41K - $1.69K
250 $7.76K
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-50
- 0.29%
$1.41K - $1.69K
17.5K $543K
Jul 11, 2022 Q2 2022
Gradient Investments LLC

SELL
 -
-71
Closed
$2K - $2.4K
0 $0
Aug 11, 2022 Q2 2022
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-72
Closed
$2.03K - $2.43K
0 $0
Aug 15, 2022 Q2 2022
Dravo Bay LLC

Wilmington, DE
SELL
 -
-77
Closed
$2.17K - $2.6K
0 $0
Aug 01, 2022 Q2 2022
Montecito Bank & Trust

SELL
 -
-109
- 0.55%
$3.07K - $3.68K
19.6K $609K
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-116
- 2.31%
$3.27K - $3.92K
4.91K $152K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

SELL
 -
-117
- 0.6%
$3.3K - $3.95K
19.5K $604K

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