Purchases and Sales Made in Q2 2023 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 2023. 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 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
7.52K
+ 19.1%
$201K - $219K
46.9K $1.46M
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

BUY
 -
7.45K
+ 4.14%
$199K - $217K
187K $5.82M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
7.31K
New
$195K - $213K
7.31K $227K
Jul 10, 2023 Q2 2023
Stewardship Advisors, LLC

BUY
 -
7.11K
+ 1.46%
$190K - $207K
495K $15.4M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
6.98K
+ 16.24%
$186K - $204K
50K $1.55M
Jul 14, 2023 Q2 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
5.98K
+ 9.6%
$159K - $174K
68.2K $2.12M
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
5.65K
+ 48.75%
$151K - $165K
17.2K $535K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.6K
+ 22.51%
$149K - $163K
30.5K $946K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
5.4K
+ 10.47%
$144K - $157K
57K $1.77M
Aug 14, 2023 Q2 2023
Mendel Money Management

Northbrook, IL
BUY
 -
5.38K
+ 25.14%
$144K - $157K
26.8K $832K
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
4.27K
+ 14.34%
$114K - $125K
34.1K $1.06M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
4.25K
+ 2.89%
$113K - $124K
151K $4.7M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
4.08K
+ 10.82%
$109K - $119K
41.8K $1.3M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
3.69K
+ 5.52%
$98.3K - $108K
70.5K $2.19M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.23K
+ 6.71%
$86.1K - $94.2K
51.4K $1.59M
Jul 17, 2023 Q2 2023
Refined Wealth Management

BUY
 -
3.07K
+ 2.08%
$81.8K - $89.4K
151K $4.68M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.83K
+ 5.32%
$75.6K - $82.6K
56.1K $1.74M
Jul 13, 2023 Q2 2023
Cabot Wealth Management Inc

BUY
 -
2.67K
+ 20.27%
$71.1K - $77.7K
15.8K $491K
Jul 28, 2023 Q2 2023
Koss Olinger Consulting, LLC

BUY
 -
2.62K
+ 6.29%
$69.8K - $76.3K
44.2K $1.37M
Jul 12, 2023 Q2 2023
Tompkins Financial Corp

BUY
 -
2.56K
+ 10.35%
$68.3K - $74.7K
27.3K $848K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
2.5K
+ 242.47%
$66.5K - $72.8K
3.52K $109K
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
2.26K
+ 5.54%
$60.1K - $65.8K
43K $1.33M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
2.25K
+ 42.72%
$60K - $65.6K
7.51K $233K
Aug 02, 2023 Q2 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
1.97K
+ 1.52%
$52.5K - $57.4K
131K $4.07M
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
1.94K
+ 7.43%
$51.8K - $56.6K
28.1K $872K
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
1.69K
+ 2.75%
$45K - $49.2K
63K $1.96M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.68K
+ 15.83%
$44.9K - $49.1K
12.3K $382K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.66K
+ 15.33%
$44.2K - $48.4K
12.5K $387K
Jul 24, 2023 Q2 2023
Sweet Financial Partners, LLC

BUY
 -
1.53K
+ 0.54%
$40.8K - $44.6K
282K $8.75M
Aug 08, 2023 Q2 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
1.5K
+ 20.33%
$40K - $43.7K
8.87K $275K
Aug 14, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.47K
+ 4910.0%
$39.3K - $43K
1.5K $46.7K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
1.46K
+ 0.54%
$39K - $42.7K
272K $8.45M
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
1.35K
New
$35.9K - $39.3K
1.35K $41.8K
Aug 11, 2023 Q2 2023
Compass Ion Advisors, LLC

BUY
 -
1.34K
+ 0.6%
$35.8K - $39.1K
226K $7.01M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.12K
+ 0.58%
$30K - $32.8K
194K $6.04M
Jul 13, 2023 Q2 2023
Webster Bank, N. A.

BUY
 -
1.1K
+ 5.18%
$29.3K - $32.1K
22.3K $693K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.07K
+ 4.56%
$28.6K - $31.3K
24.6K $764K
Jul 24, 2023 Q2 2023
Exchange Capital Management, Inc.

BUY
 -
1.04K
+ 4.1%
$27.7K - $30.2K
26.3K $817K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.03K
+ 3.34%
$27.4K - $30K
31.8K $987K
Jul 20, 2023 Q2 2023
Revolve Wealth Partners, LLC

BUY
 -
939
+ 5.82%
$25K - $27.4K
17.1K $530K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
898
+ 0.3%
$23.9K - $26.2K
303K $9.42M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
896
+ 20.84%
$23.9K - $26.1K
5.2K $161K
Jul 21, 2023 Q2 2023
North Crest Asset Manangement, LLC

BUY
 -
892
+ 0.6%
$23.8K - $26K
149K $4.63M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
711
+ 5.38%
$19K - $20.7K
13.9K $432K
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
638
+ 2.44%
$17K - $18.6K
26.8K $832K
Jul 14, 2023 Q2 2023
First Financial Corp

BUY
 -
636
+ 5.81%
$17K - $18.5K
11.6K $360K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
621
+ 13.69%
$16.6K - $18.1K
5.16K $160K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
617
New
$16.5K - $18K
617 $19.2K
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

BUY
 -
553
+ 1.83%
$14.7K - $16.1K
30.8K $956K

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