Purchases and Sales Made in Q2 2022 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
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 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-175- 27.13% |
$4.93K - $5.91K
|
470
$14.6K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-183Closed |
$5.16K - $6.18K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-195Closed |
$5.5K - $6.59K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-229Closed |
$6.46K - $7.74K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-232- 2.77% |
$6.54K - $7.84K
|
8.16K
$253K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-236Closed |
$6.65K - $7.97K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-236- 1.58% |
$6.65K - $7.97K
|
14.7K
$458K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-280- 0.58% |
$7.89K - $9.46K
|
47.8K
$1.48M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-337- 1.05% |
$9.5K - $11.4K
|
31.6K
$982K
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-344- 3.87% |
$9.7K - $11.6K
|
8.55K
$265K
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-348- 1.3% |
$9.81K - $11.8K
|
26.5K
$823K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-369- 8.16% |
$10.4K - $12.5K
|
4.16K
$129K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-387- 0.35% |
$10.9K - $13.1K
|
109K
$3.39M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-400- 66.56% |
$11.3K - $13.5K
|
201
$6.24K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-418Closed |
$11.8K - $14.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-465- 0.07% |
$13.1K - $15.7K
|
712K
$22.1M
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-469- 39.85% |
$13.2K - $15.8K
|
708
$22K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-473Closed |
$13.3K - $16K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-518- 67.45% |
$14.6K - $17.5K
|
250
$7.76K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-558- 3.36% |
$15.7K - $18.9K
|
16K
$498K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-564- 30.77% |
$15.9K - $19.1K
|
1.27K
$39.4K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-604- 1.07% |
$17K - $20.4K
|
55.6K
$1.73M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-643- 1.49% |
$18.1K - $21.7K
|
42.6K
$1.32M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-650- 0.33% |
$18.3K - $22K
|
199K
$6.17M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-682- 96.88% |
$19.2K - $23K
|
22
$683
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-747- 87.68% |
$21.1K - $25.2K
|
105
$3.26K
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-780- 0.24% |
$22K - $26.4K
|
323K
$10M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-796- 78.04% |
$22.4K - $26.9K
|
224
$6.95K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-821- 13.17% |
$23.1K - $27.7K
|
5.41K
$168K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-899Closed |
$25.3K - $30.4K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-919- 88.62% |
$25.9K - $31.1K
|
118
$3.66K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.02K- 3.61% |
$28.9K - $34.6K
|
27.4K
$849K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.03K- 9.61% |
$29.1K - $34.9K
|
9.73K
$302K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.09K- 39.25% |
$30.8K - $36.9K
|
1.69K
$52.5K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.13K- 86.7% |
$32K - $38.3K
|
174
$5.4K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.2K- 9.7% |
$33.7K - $40.4K
|
11.1K
$345K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.2K- 70.5% |
$33.7K - $40.4K
|
500
$15.5K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.2KClosed |
$33.8K - $40.5K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-1.2K- 3.75% |
$33.8K - $40.5K
|
30.8K
$956K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.25K- 84.37% |
$35.2K - $42.1K
|
231
$7.17K
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.29K- 4.11% |
$36.2K - $43.4K
|
30K
$931K
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.41K- 13.42% |
$39.7K - $47.6K
|
9.08K
$282K
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.5K- 9.87% |
$42.3K - $50.7K
|
13.7K
$425K
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.52K- 6.92% |
$42.8K - $51.3K
|
20.4K
$634K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.66KClosed |
$46.8K - $56.1K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.67K- 5.79% |
$47.1K - $56.5K
|
27.2K
$844K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.73K- 18.34% |
$48.6K - $58.3K
|
7.68K
$238K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.82K- 8.73% |
$51.4K - $61.6K
|
19.1K
$592K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 16.7% |
$53.1K - $63.6K
|
9.39K
$291K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.9K- 20.99% |
$53.5K - $64.2K
|
7.15K
$222K
|