Purchases and Sales Made in Q3 2021 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 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
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
16.9K
+ 4.09%
$627K - $708K
430K $13.4M
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

BUY
 -
16.7K
New
$619K - $699K
16.7K $519K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
13.3K
+ 38.93%
$491K - $555K
47.3K $1.47M
Oct 28, 2021 Q3 2021
Shore Haven Wealth Partners, LLC

BUY
 -
12.7K
+ 6.77%
$470K - $530K
200K $6.21M
Nov 15, 2021 Q3 2021
Y Intercept (Hong Kong) LTD

BUY
 -
12.2K
New
$452K - $510K
12.2K $379K
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
12K
New
$446K - $503K
12K $374K
Nov 15, 2021 Q3 2021
Dakota Wealth Management

BUY
 -
11.7K
+ 8.73%
$435K - $491K
146K $4.54M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
10.9K
+ 61.86%
$404K - $456K
28.5K $886K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
10.6K
+ 10.58%
$393K - $443K
111K $3.44M
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
10.1K
+ 125.78%
$376K - $424K
18.2K $565K
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
9.7K
New
$359K - $406K
9.7K $301K
Oct 25, 2021 Q3 2021
Sage Advisory Services, Ltd.Co.

BUY
 -
9.66K
New
$358K - $404K
9.66K $300K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
9.4K
+ 9.31%
$348K - $393K
110K $3.43M
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
9.29K
+ 23.39%
$344K - $389K
49K $1.52M
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
9.14K
+ 72.71%
$338K - $382K
21.7K $674K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
8.95K
+ 41.2%
$331K - $374K
30.7K $952K
Nov 04, 2021 Q3 2021
Transcend Capital Advisors, LLC

BUY
 -
8.78K
New
$325K - $367K
8.78K $273K
Oct 14, 2021 Q3 2021
Aprio Wealth Management, LLC

BUY
 -
8.39K
+ 29.4%
$311K - $351K
36.9K $1.15M
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.13K
+ 10.23%
$301K - $340K
87.6K $2.72M
Nov 12, 2021 Q3 2021
Boston Financial Mangement LLC

Boston, MA
BUY
 -
7.93K
+ 1.58%
$293K - $331K
510K $15.8M
Oct 08, 2021 Q3 2021
Centennial Wealth Advisory LLC

BUY
 -
7.14K
+ 8.58%
$265K - $299K
90.4K $2.81M
Nov 04, 2021 Q3 2021
Iag Wealth Partners, LLC

BUY
 -
6.86K
New
$254K - $287K
6.86K $213K
Oct 19, 2021 Q3 2021
Segment Wealth Management, LLC

BUY
 -
6.84K
+ 2.89%
$253K - $286K
243K $7.56M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.74K
+ 1.6%
$249K - $282K
427K $13.3M
Nov 09, 2021 Q3 2021
Argent Trust CO

Nashville, TN
BUY
 -
6.42K
+ 17.33%
$238K - $268K
43.5K $1.35M
Nov 12, 2021 Q3 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
6.3K
+ 32.32%
$233K - $263K
25.8K $800K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
6.23K
+ 10.43%
$231K - $260K
65.9K $2.05M
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
6.16K
+ 6.5%
$228K - $258K
101K $3.14M
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.8K
New
$215K - $243K
5.8K $180K
Oct 07, 2021 Q3 2021
Garrett Investment Advisors LLC

BUY
 -
5.48K
New
$203K - $229K
5.48K $170K
Oct 18, 2021 Q3 2021
Raymond James Trust N.A.

BUY
 -
5.45K
New
$202K - $228K
5.45K $169K
Nov 19, 2021 Q3 2021
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
5.43K
+ 2.46%
$201K - $227K
226K $7.01M
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
4.99K
+ 13.68%
$185K - $208K
41.4K $1.29M
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.98K
+ 14.14%
$184K - $208K
40.2K $1.25M
Nov 12, 2021 Q3 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
4.8K
+ 6.31%
$178K - $201K
80.8K $2.51M
Oct 26, 2021 Q3 2021
Pinnacle Financial Partners Inc

BUY
 -
4.14K
+ 4.31%
$153K - $173K
100K $3.11M
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
4.01K
+ 17.6%
$148K - $167K
26.8K $831K
Nov 04, 2021 Q3 2021
Walkner Condon Financial Advisors LLC

BUY
 -
3.86K
+ 44.58%
$143K - $161K
12.5K $388K
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
3.56K
+ 3.45%
$132K - $149K
107K $3.32M
Nov 15, 2021 Q3 2021
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
2.92K
New
$108K - $122K
2.92K $90.7K
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.91K
+ 0.18%
$108K - $122K
1.63M $50.7M
Nov 03, 2021 Q3 2021
Mengis Capital Management, Inc.

BUY
 -
2.77K
+ 20.72%
$103K - $116K
16.1K $501K
Nov 15, 2021 Q3 2021
Vestmark Advisory Solutions, Inc.

BUY
 -
2.67K
+ 11.93%
$99K - $112K
25.1K $779K
Oct 19, 2021 Q3 2021
Professional Financial Advisors, LLC

BUY
 -
2.63K
+ 5.95%
$97.2K - $110K
46.8K $1.45M
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

BUY
 -
2.5K
+ 1.75%
$92.6K - $105K
145K $4.51M
Oct 07, 2021 Q3 2021
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
2.48K
+ 12.68%
$91.9K - $104K
22.1K $684K
Oct 15, 2021 Q3 2021
Wt Wealth Management

BUY
 -
2.45K
+ 6.69%
$90.6K - $102K
39.1K $1.21M
Oct 25, 2021 Q3 2021
Caliber Wealth Management, LLC

BUY
 -
2.37K
+ 9.08%
$87.6K - $98.9K
28.4K $881K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
2.36K
+ 3.04%
$87.4K - $98.6K
80.1K $2.49M

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