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 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10.9K- 23.93% |
$308K - $370K
|
34.8K
$1.08M
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-11KClosed |
$311K - $372K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-11.4KClosed |
$321K - $385K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-11.6KClosed |
$326K - $391K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11.7K- 43.37% |
$329K - $395K
|
15.3K
$473K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-11.9K- 5.07% |
$336K - $402K
|
223K
$6.92M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12.4K- 27.88% |
$350K - $420K
|
32.1K
$997K
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-12.6K- 6.66% |
$354K - $424K
|
176K
$5.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13.2K- 33.57% |
$372K - $446K
|
26.1K
$810K
|
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-13.5K- 20.36% |
$381K - $457K
|
52.9K
$1.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.9KClosed |
$392K - $470K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.1KClosed |
$398K - $477K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-14.3K- 55.74% |
$402K - $482K
|
11.3K
$352K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.4KClosed |
$406K - $486K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-14.6K- 3.19% |
$411K - $492K
|
442K
$13.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-14.9KClosed |
$419K - $503K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.1K- 7.78% |
$425K - $510K
|
179K
$5.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16K- 18.39% |
$450K - $539K
|
70.9K
$2.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-16K- 66.4% |
$451K - $541K
|
8.1K
$251K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.4K- 41.99% |
$490K - $588K
|
24K
$746K
|
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-17.5KClosed |
$492K - $590K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-17.9KClosed |
$504K - $604K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.3K- 10.58% |
$515K - $617K
|
154K
$4.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-18.9K- 59.6% |
$533K - $639K
|
12.8K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-21.5K- 40.48% |
$607K - $727K
|
31.6K
$982K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21.8K- 49.53% |
$613K - $735K
|
22.2K
$688K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.6K- 29.28% |
$638K - $765K
|
54.7K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.6K- 29.28% |
$638K - $765K
|
54.7K
$1.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-23.8KClosed |
$670K - $803K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24K- 76.88% |
$676K - $810K
|
7.21K
$224K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.1K- 3.41% |
$737K - $883K
|
741K
$23M
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-26.9K- 76.66% |
$757K - $908K
|
8.18K
$254K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-29.1K- 81.99% |
$820K - $983K
|
6.39K
$198K
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-29.8KClosed |
$839K - $1.01M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.9K- 7.12% |
$842K - $1.01M
|
389K
$12.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-30.1K- 24.23% |
$847K - $1.02M
|
94K
$2.92M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-30.6KClosed |
$863K - $1.03M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-31.7K- 41.45% |
$894K - $1.07M
|
44.8K
$1.39M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-32.2KClosed |
$906K - $1.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.2K- 29.38% |
$936K - $1.12M
|
79.8K
$2.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-33.9KClosed |
$955K - $1.14M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-34.2K- 94.22% |
$965K - $1.16M
|
2.1K
$65.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-34.6K- 8.43% |
$975K - $1.17M
|
376K
$11.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34.9KClosed |
$985K - $1.18M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-36.3K- 51.42% |
$1.02M - $1.23M
|
34.3K
$1.06M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-36.8KClosed |
$1.04M - $1.24M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-37K- 59.12% |
$1.04M - $1.25M
|
25.6K
$793K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-37.2KClosed |
$1.05M - $1.26M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-37.5KClosed |
$1.06M - $1.27M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-41K- 10.43% |
$1.15M - $1.38M
|
352K
$10.9M
|