Purchases and Sales Made in Q3 2021 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.11M+ 3118.2% |
$300M - $339M
|
8.37M
$260M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.35MNew |
$272M - $307M
|
7.35M
$228M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.84M+ 2424.19% |
$179M - $202M
|
5.04M
$157M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2MNew |
$74M - $83.5M
|
2M
$62M
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.92M+ 32505.87% |
$71M - $80.2M
|
1.92M
$59.7M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
1.47M+ 844.66% |
$54.4M - $61.4M
|
1.64M
$51M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.29M+ 117.61% |
$47.9M - $54.1M
|
2.39M
$74.3M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
838K+ 75.68% |
$31M - $35M
|
1.94M
$60.4M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
713K+ 97.62% |
$26.4M - $29.8M
|
1.44M
$44.8M
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
526KNew |
$19.5M - $22M
|
526K
$16.3M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
486K+ 1087.32% |
$18M - $20.3M
|
531K
$16.5M
|
|
Oct 12, 2021
Q3 2021
|
Raub Brock Capital Management LP
|
BUY
|
- |
247KNew |
$9.13M - $10.3M
|
247K
$7.65M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
243KNew |
$8.99M - $10.2M
|
243K
$7.54M
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
184K+ 2510.63% |
$6.82M - $7.7M
|
191K
$5.94M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
162K+ 32.76% |
$6.01M - $6.79M
|
658K
$20.4M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
112K+ 36.98% |
$4.15M - $4.68M
|
415K
$12.9M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
85.3K+ 107.86% |
$3.16M - $3.56M
|
164K
$5.1M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
78K+ 4.3% |
$2.89M - $3.26M
|
1.89M
$58.7M
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
68.1KNew |
$2.52M - $2.85M
|
68.1K
$2.11M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.5K+ 9.3% |
$2.24M - $2.53M
|
710K
$22.1M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.2K+ 556.64% |
$2.19M - $2.47M
|
69.8K
$2.17M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.4K+ 12.75% |
$2.13M - $2.4M
|
508K
$15.8M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
50.2KNew |
$1.86M - $2.1M
|
50.2K
$1.56M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
48K+ 4.72% |
$1.78M - $2.01M
|
1.06M
$33M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
47KNew |
$1.74M - $1.96M
|
47K
$1.46M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
45K+ 28.44% |
$1.67M - $1.88M
|
203K
$6.3M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.9K+ 6.74% |
$1.55M - $1.75M
|
664K
$20.6M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
41.9K+ 35.33% |
$1.55M - $1.75M
|
161K
$4.98M
|
|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
BUY
|
- |
37.5K+ 5.55% |
$1.39M - $1.57M
|
713K
$22.1M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
37.5KNew |
$1.39M - $1.57M
|
37.5K
$1.16M
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
33.2K+ 12.41% |
$1.23M - $1.39M
|
301K
$9.33M
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
31.6K+ 17.15% |
$1.17M - $1.32M
|
216K
$6.71M
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
31.5KNew |
$1.17M - $1.32M
|
31.5K
$978K
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
31.3K+ 29.32% |
$1.16M - $1.31M
|
138K
$4.28M
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
29.9K+ 48.23% |
$1.11M - $1.25M
|
91.9K
$2.85M
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
29.2K+ 107.97% |
$1.08M - $1.22M
|
56.3K
$1.75M
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
27.1K+ 11.9% |
$1M - $1.13M
|
255K
$7.92M
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
24.7K+ 9.75% |
$916K - $1.03M
|
278K
$8.64M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.5K+ 37.07% |
$908K - $1.02M
|
90.6K
$2.81M
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
23.5KNew |
$871K - $983K
|
23.5K
$730K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22.6K+ 10.78% |
$837K - $945K
|
232K
$7.21M
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
22.6K+ 3.16% |
$836K - $944K
|
737K
$22.9M
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
22.5K+ 62.16% |
$832K - $940K
|
58.6K
$1.82M
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
22.5K+ 8.2% |
$832K - $940K
|
297K
$9.21M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
22.2KNew |
$823K - $929K
|
22.2K
$690K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.4K+ 14.45% |
$792K - $895K
|
169K
$5.26M
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
20.5K+ 9.25% |
$760K - $858K
|
242K
$7.52M
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19.9K+ 7.47% |
$736K - $831K
|
286K
$8.87M
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
18.9K+ 198.19% |
$699K - $789K
|
28.4K
$881K
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
18.7K+ 8.77% |
$693K - $782K
|
232K
$7.2M
|