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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21.4K- 24.55% |
$792K - $895K
|
65.8K
$2.04M
|
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.5K- 15.38% |
$796K - $898K
|
118K
$3.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.5K- 34.7% |
$798K - $901K
|
40.5K
$1.26M
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-21.8K- 86.29% |
$807K - $911K
|
3.47K
$108K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.6K- 37.37% |
$873K - $986K
|
39.5K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-24.8KClosed |
$920K - $1.04M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-25.8K- 28.2% |
$956K - $1.08M
|
65.7K
$2.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-26.1KClosed |
$968K - $1.09M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-26.8K- 16.7% |
$991K - $1.12M
|
133K
$4.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-27.3K- 21.21% |
$1.01M - $1.14M
|
102K
$3.15M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29.6K- 24.34% |
$1.1M - $1.24M
|
92.1K
$2.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-30.2KClosed |
$1.12M - $1.26M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30.2KClosed |
$1.12M - $1.26M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31K- 99.93% |
$1.15M - $1.29M
|
22
$683
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-32.9K- 21.76% |
$1.22M - $1.38M
|
118K
$3.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-36.3K- 78.27% |
$1.34M - $1.52M
|
10.1K
$313K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-36.9KClosed |
$1.36M - $1.54M
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.2K- 8.79% |
$1.38M - $1.56M
|
386K
$12M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-37.5K- 40.64% |
$1.39M - $1.57M
|
54.8K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-39.8K- 39.67% |
$1.48M - $1.67M
|
60.6K
$1.88M
|
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
SELL
|
- |
-45.4KClosed |
$1.68M - $1.9M
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-48.2KClosed |
$1.79M - $2.02M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51.5K- 17.03% |
$1.91M - $2.15M
|
251K
$7.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-52K- 18.08% |
$1.93M - $2.18M
|
236K
$7.32M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-55.7K- 16.34% |
$2.06M - $2.33M
|
285K
$8.85M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-57.7K- 90.86% |
$2.14M - $2.41M
|
5.8K
$180K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-59K- 73.04% |
$2.19M - $2.47M
|
21.8K
$676K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-63.2K- 24.61% |
$2.34M - $2.64M
|
194K
$6.01M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-79.4K- 84.74% |
$2.94M - $3.32M
|
14.3K
$444K
|
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-91.7KClosed |
$3.39M - $3.83M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-97.1KClosed |
$3.59M - $4.06M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-104K- 67.77% |
$3.86M - $4.36M
|
49.6K
$1.54M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-108K- 12.3% |
$3.98M - $4.5M
|
767K
$23.8M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-111K- 30.62% |
$4.11M - $4.64M
|
251K
$7.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-113K- 24.35% |
$4.18M - $4.73M
|
351K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-128K- 24.41% |
$4.75M - $5.36M
|
397K
$12.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-130K- 54.23% |
$4.83M - $5.45M
|
110K
$3.41M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-153K- 79.77% |
$5.66M - $6.39M
|
38.8K
$1.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-166KClosed |
$6.14M - $6.93M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-178K- 87.67% |
$6.61M - $7.46M
|
25.1K
$779K
|
|
|
Oct 27, 2021
Q3 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-190K- 27.18% |
$7.05M - $7.96M
|
510K
$15.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-203K- 96.51% |
$7.53M - $8.5M
|
7.35K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-237KClosed |
$8.79M - $9.93M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-252KClosed |
$9.31M - $10.5M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-265KClosed |
$9.8M - $11.1M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-278K- 26.42% |
$10.3M - $11.6M
|
774K
$24M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-336KClosed |
$12.5M - $14.1M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-394K- 85.73% |
$14.6M - $16.5M
|
65.5K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-434KClosed |
$16.1M - $18.2M
|
0
$0
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-447KClosed |
$16.6M - $18.7M
|
0
$0
|