Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-549- 21.37% |
$14.6K - $16K
|
2.02K
$62.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-595- 2.91% |
$15.9K - $17.4K
|
19.9K
$617K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-672- 2.58% |
$17.9K - $19.6K
|
25.4K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-757- 1.58% |
$20.2K - $22.1K
|
47.1K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-929- 1.94% |
$24.8K - $27.1K
|
47K
$1.46M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-940- 0.29% |
$25.1K - $27.4K
|
326K
$10.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.03K- 7.18% |
$27.4K - $29.9K
|
13.3K
$412K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.31K- 3.82% |
$35K - $38.2K
|
33K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.35K- 18.66% |
$36K - $39.3K
|
5.88K
$182K
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.45K- 3.93% |
$38.6K - $42.2K
|
35.3K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.45K- 7.6% |
$38.7K - $42.3K
|
17.6K
$548K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.45K- 3.87% |
$38.8K - $42.4K
|
36.1K
$1.12M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.85K- 13.37% |
$49.3K - $53.9K
|
12K
$372K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.98K- 0.62% |
$52.9K - $57.9K
|
320K
$9.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.24K- 7.98% |
$59.6K - $65.2K
|
25.8K
$800K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.3K- 1.38% |
$61.4K - $67.1K
|
164K
$5.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.34K- 4.15% |
$62.3K - $68.1K
|
53.9K
$1.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.36K- 2.08% |
$63K - $68.8K
|
111K
$3.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.4K- 0.86% |
$64.1K - $70.1K
|
278K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.44K- 17.26% |
$65.2K - $71.2K
|
11.7K
$364K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.94K- 1.63% |
$78.5K - $85.8K
|
177K
$5.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.42K- 21.85% |
$118K - $129K
|
15.8K
$490K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-4.84K- 4.36% |
$129K - $141K
|
106K
$3.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.51K- 9.3% |
$147K - $161K
|
53.7K
$1.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.21K- 23.43% |
$165K - $181K
|
20.3K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.5K- 19.18% |
$173K - $189K
|
27.4K
$850K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.51K- 4.98% |
$174K - $190K
|
124K
$3.86M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.99K- 5.57% |
$186K - $204K
|
118K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-7.08K- 34.51% |
$189K - $206K
|
13.4K
$417K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-8.01K- 9.21% |
$214K - $234K
|
79K
$2.45M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.33K- 27.34% |
$222K - $243K
|
22.1K
$687K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-8.69K- 31.19% |
$232K - $253K
|
19.2K
$595K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.2K- 28.25% |
$273K - $299K
|
26K
$807K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.1K- 2.92% |
$297K - $324K
|
370K
$11.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.2K- 7.4% |
$300K - $328K
|
141K
$4.37M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12K- 5.53% |
$319K - $349K
|
205K
$6.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.3K- 99.76% |
$327K - $357K
|
30
$931
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-12.5K- 12.26% |
$333K - $365K
|
89.5K
$2.78M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.2K- 15.92% |
$351K - $384K
|
69.5K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14K- 9.59% |
$373K - $408K
|
132K
$4.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14.6K- 56.69% |
$388K - $425K
|
11.1K
$345K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-15K- 58.28% |
$400K - $438K
|
10.7K
$334K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-16.3K- 26.39% |
$436K - $476K
|
45.5K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.4K- 27.23% |
$490K - $536K
|
49.1K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-19.4K- 55.57% |
$519K - $567K
|
15.6K
$483K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.7K- 38.92% |
$526K - $575K
|
30.9K
$961K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20K- 27.77% |
$534K - $584K
|
52.1K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-20.1K- 8.83% |
$536K - $586K
|
208K
$6.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-23.5K- 1.28% |
$626K - $684K
|
1.81M
$56.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.9K- 7.65% |
$663K - $725K
|
300K
$9.31M
|