Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q2 2025. 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 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
167K+ 52.44% |
$4.56M - $5.77M
|
486K
$16.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
157K+ 50.79% |
$4.28M - $5.42M
|
467K
$16.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
37.9K+ 6.96% |
$1.03M - $1.31M
|
582K
$20.1M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.84KNew |
$186K - $236K
|
6.84K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.39KNew |
$174K - $220K
|
6.39K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
6.03KNew |
$164K - $208K
|
6.03K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5.07K+ 2.9% |
$138K - $175K
|
180K
$6.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
4.22K+ 24.84% |
$115K - $145K
|
21.2K
$733K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.36K+ 0.42% |
$64.3K - $81.4K
|
571K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
2.05K+ 8.45% |
$55.8K - $70.6K
|
26.3K
$908K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.91K+ 6.07% |
$52K - $65.8K
|
33.3K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 7.07% |
$48.6K - $61.4K
|
27K
$932K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
755+ 0.9% |
$20.6K - $26K
|
84.2K
$2.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
489+ 1.77% |
$13.3K - $16.9K
|
28.2K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
85+ 1.19% |
$2.32K - $2.93K
|
7.22K
$249K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
64+ 0.5% |
$1.74K - $2.21K
|
12.8K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
54+ 0.06% |
$1.47K - $1.86K
|
91.8K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-23- 0.23% |
$627 - $793
|
9.77K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-194- 0.55% |
$5.29K - $6.69K
|
35.4K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-198- 2.99% |
$5.4K - $6.83K
|
6.42K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-215- 5.26% |
$5.86K - $7.41K
|
3.88K
$134K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-428- 0.89% |
$11.7K - $14.8K
|
47.7K
$1.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-572- 49.27% |
$15.6K - $19.7K
|
589
$20.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-601- 1.6% |
$16.4K - $20.7K
|
37.1K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.26K- 3.62% |
$34.4K - $43.5K
|
33.6K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.27K- 8.51% |
$34.5K - $43.7K
|
13.6K
$471K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.37K- 7.31% |
$37.3K - $47.2K
|
17.4K
$601K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.98K- 10.41% |
$53.9K - $68.2K
|
17K
$588K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.08K- 24.42% |
$56.6K - $71.6K
|
6.43K
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-5.2K- 88.38% |
$142K - $179K
|
684
$23.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-10.8K- 21.52% |
$295K - $373K
|
39.4K
$1.36M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-14.1K- 4.43% |
$384K - $486K
|
304K
$10.5M
|