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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.91K- 5.99% |
$53.8K - $64.5K
|
30K
$931K
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.16K- 1.54% |
$60.8K - $72.9K
|
138K
$4.28M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.28K- 5.69% |
$64.4K - $77.2K
|
37.9K
$1.18M
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-2.31K- 5.07% |
$65.1K - $78.1K
|
43.3K
$1.34M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.39K- 91.89% |
$67.4K - $80.8K
|
211
$6.55K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-2.44K- 24.21% |
$68.7K - $82.3K
|
7.62K
$237K
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.51K- 16.03% |
$70.7K - $84.8K
|
13.1K
$408K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.52KClosed |
$71.1K - $85.3K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 13.14% |
$71.7K - $86K
|
16.8K
$522K
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.68K- 12.37% |
$75.5K - $90.6K
|
19K
$590K
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.08K- 12.74% |
$86.8K - $104K
|
21.1K
$655K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.16K- 98.81% |
$89K - $107K
|
38
$1.18K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.52K- 9.39% |
$99.2K - $119K
|
34K
$1.05M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.13K- 79.79% |
$116K - $140K
|
1.05K
$32.5K
|
|
Aug 16, 2022
Q2 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-4.78K- 5.37% |
$135K - $161K
|
84.2K
$2.61M
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5KClosed |
$141K - $169K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-5.58K- 33.07% |
$157K - $188K
|
11.3K
$350K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.6K- 5.29% |
$158K - $189K
|
100K
$3.11M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.83K- 22.27% |
$164K - $197K
|
20.3K
$631K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-5.96K- 10.16% |
$168K - $201K
|
52.7K
$1.64M
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-6.21KClosed |
$175K - $210K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.41KClosed |
$181K - $216K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-6.62K- 2.58% |
$187K - $224K
|
250K
$7.76M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-6.72KClosed |
$189K - $227K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.76K- 1.91% |
$190K - $228K
|
347K
$10.8M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.11KClosed |
$200K - $240K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.54K- 44.77% |
$212K - $255K
|
9.3K
$289K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-7.64K- 38.94% |
$215K - $258K
|
12K
$372K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.65KClosed |
$216K - $258K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-7.73K- 87.91% |
$218K - $261K
|
1.06K
$33K
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-7.83K- 1.15% |
$221K - $265K
|
671K
$20.8M
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-7.88KClosed |
$222K - $266K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-7.94KClosed |
$224K - $268K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-7.94K- 2.37% |
$224K - $268K
|
327K
$10.2M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.97KClosed |
$225K - $269K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.16K- 30.21% |
$230K - $276K
|
18.8K
$585K
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-8.26KClosed |
$233K - $279K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-8.3K- 5.04% |
$234K - $280K
|
156K
$4.85M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.36KClosed |
$236K - $282K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-8.5K- 54.8% |
$240K - $287K
|
7.01K
$218K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.85KClosed |
$249K - $299K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9.23KClosed |
$260K - $312K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-9.61K- 16.86% |
$271K - $325K
|
47.4K
$1.47M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.81KClosed |
$277K - $332K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.83KClosed |
$277K - $332K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.95KClosed |
$280K - $336K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$283K - $340K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$290K - $348K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.3K- 23.18% |
$291K - $349K
|
34.3K
$1.06M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.5K- 3.6% |
$297K - $356K
|
282K
$8.76M
|