Purchases and Sales Made in Q2 2024 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 2024. 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 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
833K
+ 105.05%
$23.5M - $25.9M
1.63M $50.7M
Aug 06, 2024 Q2 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
724K
+ 2929.13%
$20.5M - $22.5M
749K $23.4M
Aug 14, 2024 Q2 2024
Townsquare Capital LLC

BUY
 -
224K
+ 950.24%
$6.35M - $6.99M
248K $7.74M
Aug 12, 2024 Q2 2024
Esl Trust Services, LLC

BUY
 -
68.9K
+ 7.59%
$1.95M - $2.15M
977K $30.5M
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
60K
+ 7.07%
$1.7M - $1.87M
909K $28.4M
Jul 10, 2024 Q2 2024
Stewardship Advisors, LLC

BUY
 -
56.4K
+ 51.11%
$1.6M - $1.76M
167K $5.2M
Aug 06, 2024 Q2 2024
Koss Olinger Consulting, LLC

BUY
 -
47K
New
$1.33M - $1.46M
47K $1.47M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
42.8K
+ 4.95%
$1.21M - $1.33M
907K $28.3M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
38.5K
+ 18.97%
$1.09M - $1.2M
241K $7.53M
Jul 12, 2024 Q2 2024
Howard Financial Services, Ltd.

BUY
 -
30K
+ 8.13%
$848K - $933K
399K $12.4M
Aug 05, 2024 Q2 2024
Gould Asset Management LLC

Claremont, CA
BUY
 -
29.4K
+ 20.81%
$832K - $916K
171K $5.33M
Jul 25, 2024 Q2 2024
Addison Capital CO

BUY
 -
27.4K
+ 246.98%
$774K - $852K
38.4K $1.2M
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
24.1K
+ 53.17%
$682K - $751K
69.5K $2.17M
Jul 30, 2024 Q2 2024
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
22.4K
+ 4.71%
$635K - $698K
499K $15.6M
Aug 12, 2024 Q2 2024
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
22.4K
+ 10.56%
$634K - $698K
235K $7.33M
Aug 08, 2024 Q2 2024
Avestar Capital, LLC

BUY
 -
21.3K
New
$602K - $662K
21.3K $664K
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
19.7K
+ 0.98%
$557K - $613K
2.04M $63.6M
Jul 01, 2024 Q2 2024
Michael S. Ryan, Inc.

Albany, NY
BUY
 -
16.3K
+ 6.04%
$460K - $507K
286K $8.91M
Aug 19, 2024 Q2 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
14.3K
+ 9.43%
$403K - $444K
166K $5.17M
Jul 19, 2024 Q2 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
14K
+ 5.0%
$395K - $435K
294K $9.17M
Jul 24, 2024 Q2 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
12.8K
+ 7.87%
$362K - $399K
176K $5.48M
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
12.3K
New
$349K - $384K
12.3K $385K
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
12K
New
$340K - $374K
12K $375K
Jul 30, 2024 Q2 2024
Warren Street Wealth Advisors, LLC

BUY
 -
11.8K
+ 2.53%
$332K - $366K
477K $14.9M
Jul 15, 2024 Q2 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
11.3K
+ 17.08%
$318K - $350K
77.2K $2.41M
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
11.2K
+ 20.73%
$318K - $350K
65.5K $2.04M
Aug 06, 2024 Q2 2024
Pinnacle Financial Partners Inc

BUY
 -
10.6K
+ 9.6%
$300K - $330K
121K $3.78M
Aug 14, 2024 Q2 2024
Marshall Wace, LLP

London, X0
BUY
 -
10.3K
New
$292K - $322K
10.3K $322K
Jul 17, 2024 Q2 2024
Wealth Management Resources, Inc.

BUY
 -
9.39K
+ 11.66%
$266K - $292K
89.9K $2.81M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
9.33K
+ 0.61%
$264K - $291K
1.55M $48.3M
Aug 13, 2024 Q2 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
9.3K
New
$263K - $290K
9.3K $290K
Aug 06, 2024 Q2 2024
Clearwater Capital Advisors, LLC

BUY
 -
9.19K
+ 3.53%
$260K - $286K
270K $8.41M
Jul 18, 2024 Q2 2024
Sweet Financial Partners, LLC

BUY
 -
6.78K
+ 2.33%
$192K - $211K
298K $9.3M
Jul 11, 2024 Q2 2024
Mc Lean Asset Management Corp

BUY
 -
6.39K
New
$181K - $199K
6.39K $199K
Jul 09, 2024 Q2 2024
Rise Advisors, LLC

BUY
 -
6.37K
+ 5.42%
$180K - $198K
124K $3.87M
Aug 13, 2024 Q2 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
5.77K
+ 29.57%
$163K - $180K
25.3K $789K
Aug 01, 2024 Q2 2024
Oxinas Partners Wealth Management LLC

BUY
 -
5.64K
+ 59.41%
$160K - $176K
15.1K $472K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
5.12K
+ 4.58%
$145K - $159K
117K $3.65M
Jul 24, 2024 Q2 2024
Cedrus LLC

Littleton, CO
BUY
 -
4.94K
+ 5.36%
$140K - $154K
97.2K $3.03M
Jul 22, 2024 Q2 2024
Segment Wealth Management, LLC

BUY
 -
4.84K
+ 4.23%
$137K - $151K
119K $3.72M
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
4.51K
+ 14.14%
$128K - $140K
36.4K $1.14M
Jul 12, 2024 Q2 2024
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
4.49K
+ 3.97%
$127K - $140K
118K $3.67M
Jul 31, 2024 Q2 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
3.37K
+ 8.11%
$95.4K - $105K
45K $1.4M
Jul 23, 2024 Q2 2024
Security Financial Services, Inc.

BUY
 -
3.2K
+ 32.63%
$90.4K - $99.5K
13K $405K
Aug 12, 2024 Q2 2024
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
2.88K
+ 1.74%
$81.5K - $89.7K
168K $5.25M
Aug 08, 2024 Q2 2024
American Financial & Tax Strategies Inc

New York, NY
BUY
 -
2.81K
+ 0.96%
$79.4K - $87.4K
295K $9.21M
Aug 14, 2024 Q2 2024
Betterment LLC

New York, NY
BUY
 -
2.78K
+ 1.66%
$78.6K - $86.5K
170K $5.31M
Jul 24, 2024 Q2 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
2.7K
+ 3.57%
$76.3K - $84K
78.3K $2.44M
Aug 06, 2024 Q2 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
2.5K
New
$70.7K - $77.8K
2.5K $78K

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