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
Oct 13, 2021 Q3 2021
Flc Capital Advisors

SELL
 -
-2.18K
- 4.24%
$80.8K - $91.3K
49.3K $1.53M
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
SELL
 -
-2.51K
- 5.82%
$92.9K - $105K
40.6K $1.26M
Oct 29, 2021 Q3 2021
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-2.78K
- 1.38%
$103K - $116K
199K $6.18M
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-2.84K
- 22.24%
$105K - $119K
9.92K $308K
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-2.99K
- 56.64%
$111K - $125K
2.29K $71K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

SELL
 -
-3.06K
- 10.6%
$113K - $128K
25.8K $801K
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

SELL
 -
-3.08K
- 33.86%
$114K - $129K
6.02K $187K
Oct 28, 2021 Q3 2021
Montecito Bank & Trust

SELL
 -
-3.09K
- 13.39%
$114K - $129K
19.9K $619K
Nov 15, 2021 Q3 2021
Beacon Financial Advisory LLC

SELL
 -
-3.26K
- 25.2%
$121K - $136K
9.67K $300K
Nov 05, 2021 Q3 2021
Roosevelt Investment Group LLC

SELL
 -
-3.65K
- 0.53%
$135K - $153K
682K $21.2M
Oct 20, 2021 Q3 2021
Astor Investment Management LLC

SELL
 -
-4.1K
- 0.89%
$152K - $172K
458K $14.2M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-4.53K
- 34.41%
$168K - $189K
8.63K $268K
Oct 14, 2021 Q3 2021
Optas, LLC

SELL
 -
-4.66K
- 6.79%
$173K - $195K
64K $1.99M
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-4.88K
- 10.35%
$181K - $204K
42.3K $1.31M
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-4.95K
- 8.69%
$183K - $207K
52K $1.61M
Nov 12, 2021 Q3 2021
Kaizen Financial Strategies

SELL
 -
-5.1K
Closed
$189K - $213K
0 $0
Oct 21, 2021 Q3 2021
Cooper/Haims Advisors, LLC

SELL
 -
-5.2K
Closed
$193K - $217K
0 $0
Nov 10, 2021 Q3 2021
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
SELL
 -
-5.24K
Closed
$194K - $219K
0 $0
Nov 12, 2021 Q3 2021
Trinity Point Wealth, LLC

SELL
 -
-5.27K
Closed
$195K - $220K
0 $0
Oct 15, 2021 Q3 2021
Sheets Smith Wealth Management

SELL
 -
-5.8K
- 7.75%
$215K - $242K
69K $2.14M
Oct 22, 2021 Q3 2021
Western Financial Corporation

SELL
 -
-5.9K
Closed
$219K - $247K
0 $0
Nov 02, 2021 Q3 2021
Baker Tilly Wealth Management, LLC

SELL
 -
-5.99K
- 20.93%
$222K - $250K
22.6K $702K
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

SELL
 -
-6.18K
Closed
$229K - $258K
0 $0
Nov 03, 2021 Q3 2021
Sheaff Brock Investment Advisors, LLC

SELL
 -
-6.2K
Closed
$230K - $259K
0 $0
Nov 12, 2021 Q3 2021
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-6.3K
- 1.58%
$233K - $263K
392K $12.2M
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-6.51K
- 24.66%
$241K - $272K
19.9K $617K
Nov 12, 2021 Q3 2021
Lavaca Capital LLC

Houston, TX
SELL
 -
-6.63K
Closed
$245K - $277K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-7.39K
- 2.98%
$274K - $309K
240K $7.45M
Oct 25, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-7.9K
Closed
$293K - $330K
0 $0
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-8.86K
- 17.8%
$328K - $370K
40.9K $1.27M
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-8.92K
- 43.98%
$330K - $373K
11.4K $353K
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

SELL
 -
-9.34K
- 22.54%
$346K - $390K
32.1K $996K
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-9.55K
- 1.17%
$354K - $399K
805K $25M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-10.2K
- 3.95%
$379K - $428K
249K $7.72M
Nov 03, 2021 Q3 2021
Clear Harbor Asset Management, LLC

SELL
 -
-10.5K
Closed
$389K - $439K
0 $0
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-10.7K
- 16.93%
$398K - $449K
52.7K $1.64M
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-10.9K
Closed
$403K - $455K
0 $0
Oct 22, 2021 Q3 2021
Quattro Financial Advisors LLC

SELL
 -
-11K
- 7.29%
$407K - $459K
140K $4.34M
Jul 24, 2024 Q3 2021
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-12.2K
- 9.68%
$452K - $511K
114K $3.54M
Nov 04, 2021 Q3 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-12.3K
Closed
$454K - $513K
0 $0
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

SELL
 -
-12.4K
- 14.09%
$460K - $520K
75.8K $2.35M
Nov 16, 2021 Q3 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-12.5K
Closed
$461K - $521K
0 $0
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-13.6K
- 30.7%
$503K - $568K
30.7K $953K
Nov 12, 2021 Q3 2021
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-13.7K
- 6.02%
$507K - $573K
214K $6.64M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-15.7K
- 3.16%
$583K - $658K
483K $15M
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-16.7K
- 92.12%
$617K - $696K
1.43K $44.2K
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-18.6K
Closed
$690K - $779K
0 $0
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-19K
- 38.1%
$703K - $794K
30.8K $957K
Oct 13, 2021 Q3 2021
Spectrum Planning & Advisory Services Inc.

SELL
 -
-20.2K
- 22.87%
$748K - $844K
68.1K $2.11M

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