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 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.24K+ 35.71% |
$82.8K - $93.5K
|
8.5K
$264K
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.99K+ 5.58% |
$73.5K - $83K
|
37.6K
$1.17M
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.92KNew |
$71.2K - $80.4K
|
1.92K
$59.7K
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.92K+ 6.68% |
$71.1K - $80.3K
|
30.7K
$952K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.9K+ 3.12% |
$70.4K - $79.5K
|
62.9K
$1.95M
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 4.61% |
$67.1K - $75.8K
|
41.2K
$1.28M
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.78K+ 12.14% |
$65.8K - $74.3K
|
16.4K
$510K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.73KNew |
$64K - $72.2K
|
1.73K
$53.6K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.71K+ 13.55% |
$63.4K - $71.6K
|
14.4K
$445K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.67K+ 27.1% |
$61.7K - $69.7K
|
7.81K
$243K
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.65K+ 16.86% |
$60.9K - $68.8K
|
11.4K
$354K
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.64K+ 6.56% |
$60.8K - $68.7K
|
26.7K
$829K
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.44K+ 20.27% |
$53.2K - $60K
|
8.52K
$264K
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.43K+ 6.86% |
$52.9K - $59.7K
|
22.2K
$690K
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.4K+ 5.48% |
$52K - $58.7K
|
27K
$838K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.34K+ 28.05% |
$49.7K - $56.1K
|
6.12K
$190K
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.33K+ 1.96% |
$49.1K - $55.4K
|
68.9K
$2.14M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.3K+ 53.5% |
$48.2K - $54.4K
|
3.73K
$116K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1.29K+ 82.31% |
$47.7K - $53.9K
|
2.86K
$88.6K
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.21K+ 0.55% |
$44.9K - $50.7K
|
223K
$6.94M
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.16K+ 7.25% |
$43K - $48.5K
|
17.2K
$533K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1K+ 8.79% |
$40.7K - $45.9K
|
13.6K
$422K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.09K+ 13.7% |
$40.4K - $45.6K
|
9.05K
$281K
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
807+ 0.74% |
$29.9K - $33.7K
|
110K
$3.41M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
801+ 5.46% |
$29.7K - $33.5K
|
15.5K
$481K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
790New |
$29.3K - $33K
|
790
$24.5K
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
761+ 9.34% |
$28.2K - $31.8K
|
8.91K
$277K
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
760+ 1.29% |
$28.1K - $31.8K
|
59.8K
$1.85M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
718+ 475.5% |
$26.6K - $30K
|
869
$27K
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
649+ 3.61% |
$24K - $27.1K
|
18.6K
$579K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
643New |
$23.8K - $26.9K
|
643
$20K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
639New |
$23.7K - $26.7K
|
639
$19.8K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
639+ 1.73% |
$23.7K - $26.7K
|
37.6K
$1.17M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
498New |
$18.4K - $20.8K
|
498
$15.5K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
475New |
$17.6K - $19.9K
|
475
$14.7K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
426+ 0.11% |
$15.8K - $17.8K
|
388K
$12M
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
414+ 0.82% |
$15.3K - $17.3K
|
51.1K
$1.59M
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
382+ 144.15% |
$14.1K - $16K
|
647
$20.1K
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
367+ 5.65% |
$13.6K - $15.3K
|
6.86K
$213K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
366+ 358.82% |
$13.6K - $15.3K
|
468
$14.5K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
345+ 9.77% |
$12.8K - $14.4K
|
3.88K
$120K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
315+ 5.41% |
$11.7K - $13.2K
|
6.14K
$190K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
276+ 2.24% |
$10.2K - $11.5K
|
12.6K
$391K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
260+ 282.61% |
$9.63K - $10.9K
|
352
$10.9K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
246New |
$9.11K - $10.3K
|
246
$7.64K
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
230+ 0.06% |
$8.52K - $9.62K
|
363K
$11.3M
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
217+ 92.34% |
$8.04K - $9.07K
|
452
$14K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
199New |
$7.37K - $8.32K
|
199
$6.18K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
137New |
$5.07K - $5.73K
|
137
$4.25K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
124+ 2.2% |
$4.59K - $5.18K
|
5.76K
$179K
|