Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
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 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.11K- 14.1% |
$87.9K - $96.7K
|
18.9K
$587K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.32K- 17.08% |
$94K - $103K
|
16.1K
$501K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.63K- 4.77% |
$103K - $113K
|
72.4K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.72K- 28.74% |
$105K - $116K
|
9.22K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.76K- 7.71% |
$106K - $117K
|
45K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.04K- 1.82% |
$114K - $126K
|
218K
$6.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 37.63% |
$123K - $136K
|
7.23K
$224K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.57K- 7.47% |
$129K - $142K
|
56.7K
$1.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-6.25K- 39.38% |
$177K - $195K
|
9.62K
$299K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-6.62K- 24.85% |
$187K - $206K
|
20K
$621K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.21K- 4.75% |
$204K - $224K
|
145K
$4.49M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8.02K- 5.18% |
$227K - $250K
|
147K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.32K- 14.66% |
$235K - $259K
|
48.4K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-8.35K- 48.86% |
$236K - $260K
|
8.74K
$271K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.72K- 25.49% |
$247K - $271K
|
25.5K
$791K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.3K- 20.86% |
$319K - $351K
|
42.8K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12K- 3.84% |
$338K - $373K
|
300K
$9.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.3K- 48.73% |
$347K - $382K
|
12.9K
$400K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.8K- 50.28% |
$392K - $431K
|
13.7K
$425K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-14.3K- 26.03% |
$404K - $445K
|
40.6K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-16.1K- 63.35% |
$454K - $500K
|
9.29K
$288K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-18.2K- 37.21% |
$514K - $566K
|
30.7K
$953K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-18.9K- 1.2% |
$535K - $589K
|
1.55M
$48.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.5K- 2.66% |
$552K - $608K
|
715K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.3K- 15.55% |
$573K - $631K
|
110K
$3.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.5K- 23.06% |
$581K - $639K
|
68.5K
$2.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-21.3K- 79.62% |
$602K - $663K
|
5.45K
$169K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23.8K- 55.43% |
$672K - $740K
|
19.1K
$593K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24K- 5.7% |
$678K - $746K
|
396K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.6K- 16.75% |
$1.03M - $1.14M
|
182K
$5.65M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-39.2K- 42.83% |
$1.11M - $1.22M
|
52.3K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.1K- 3.76% |
$1.5M - $1.65M
|
1.36M
$42.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-58.8K- 85.63% |
$1.66M - $1.83M
|
9.87K
$306K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-96.9K- 64.78% |
$2.74M - $3.02M
|
52.7K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-103K- 18.83% |
$2.91M - $3.2M
|
444K
$13.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-114K- 8.33% |
$3.21M - $3.54M
|
1.25M
$38.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-168K- 85.16% |
$4.76M - $5.24M
|
29.4K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-211K- 89.06% |
$5.97M - $6.57M
|
25.9K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-300K- 7.93% |
$8.48M - $9.33M
|
3.48M
$108M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-300K- 7.93% |
$8.48M - $9.33M
|
3.48M
$108M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-337K- 52.49% |
$9.52M - $10.5M
|
305K
$9.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-356K- 99.93% |
$10.1M - $11.1M
|
240
$7.45K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-492K- 68.41% |
$13.9M - $15.3M
|
227K
$7.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.02M- 21.16% |
$28.8M - $31.8M
|
3.8M
$118M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.99M- 65.68% |
$56.2M - $61.9M
|
1.04M
$32.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.99M- 93.86% |
$56.3M - $61.9M
|
130K
$4.04M
|