Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022 Q3 2022
Old Mission Capital LLC

BUY
 -
754K
+ 268.02%
$18.6M - $22.2M
1.04M $32.1M
Nov 10, 2022 Q3 2022
Amplius Wealth Advisors, LLC

BUY
 -
643K
+ 1019.66%
$15.8M - $18.9M
706K $21.9M
Nov 07, 2022 Q3 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
309K
New
$7.61M - $9.08M
309K $9.57M
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
257K
+ 201.08%
$6.32M - $7.54M
384K $11.9M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
195K
+ 6.65%
$4.79M - $5.72M
3.12M $96.8M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
182K
+ 28.98%
$4.48M - $5.35M
811K $25.1M
Nov 03, 2022 Q3 2022
Avidian Wealth Solutions, LLC

BUY
 -
164K
+ 106.4%
$4.04M - $4.83M
319K $9.87M
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
152K
New
$3.74M - $4.47M
152K $4.71M
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
134K
+ 758.07%
$3.31M - $3.95M
152K $4.71M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
110K
New
$2.71M - $3.24M
110K $3.41M
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
83.6K
New
$2.06M - $2.46M
83.6K $2.59M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
65.4K
+ 7.74%
$1.61M - $1.92M
911K $28.2M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
64.2K
+ 23.08%
$1.58M - $1.89M
342K $10.6M
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
63.9K
+ 26.05%
$1.57M - $1.88M
309K $9.58M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
50.8K
New
$1.25M - $1.49M
50.8K $1.58M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
49.4K
+ 6.49%
$1.22M - $1.45M
811K $25.1M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
45.2K
+ 1.6%
$1.11M - $1.33M
2.86M $88.7M
Nov 14, 2022 Q3 2022
Koss Olinger Consulting, LLC

BUY
 -
37.4K
New
$921K - $1.1M
37.4K $1.16M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
36.6K
+ 16.3%
$902K - $1.08M
261K $8.1M
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
34.6K
New
$851K - $1.02M
34.6K $1.07M
Nov 08, 2022 Q3 2022
Camden Capital, LLC

BUY
 -
33.9K
+ 326.05%
$836K - $998K
44.4K $1.37M
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
29.9K
+ 8.56%
$736K - $879K
379K $11.8M
Oct 17, 2022 Q3 2022
North Crest Asset Manangement, LLC

BUY
 -
29.6K
+ 23.19%
$728K - $869K
157K $4.87M
Oct 13, 2022 Q3 2022
Legacy Financial Group LLC

BUY
 -
27K
+ 6.59%
$664K - $793K
436K $13.5M
Oct 11, 2022 Q3 2022
Stewardship Advisors, LLC

BUY
 -
26.7K
+ 10.37%
$658K - $785K
284K $8.81M
Oct 28, 2022 Q3 2022
Redw Wealth LLC

BUY
 -
26.1K
New
$642K - $767K
26.1K $808K
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
23.2K
+ 13.77%
$571K - $681K
191K $5.93M
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
21.4K
+ 14.02%
$526K - $628K
174K $5.38M
Oct 13, 2022 Q3 2022
Tompkins Financial Corp

BUY
 -
21.3K
+ 2.73%
$524K - $626K
801K $24.8M
Oct 10, 2024 Q3 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
20.9K
+ 2030.42%
$514K - $614K
21.9K $679K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
20K
+ 3.69%
$493K - $589K
563K $17.4M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
18.9K
+ 10.43%
$466K - $556K
200K $6.2M
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
18.8K
+ 894.43%
$462K - $552K
20.9K $647K
Nov 14, 2022 Q3 2022
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
18.2K
New
$448K - $535K
18.2K $564K
Oct 19, 2022 Q3 2022
Roosevelt Investment Group LLC

BUY
 -
16.9K
+ 2.51%
$415K - $495K
688K $21.3M
Oct 28, 2022 Q3 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
16.6K
+ 5.47%
$408K - $488K
320K $9.9M
Oct 19, 2022 Q3 2022
Warren Street Wealth Advisors, LLC

BUY
 -
16.1K
+ 4.8%
$397K - $474K
352K $10.9M
Nov 03, 2022 Q3 2022
Fortress Wealth Management, Inc.

BUY
 -
15.8K
+ 34.28%
$388K - $463K
61.8K $1.91M
Oct 14, 2022 Q3 2022
Montecito Bank & Trust

BUY
 -
15.5K
+ 79.05%
$382K - $456K
35.1K $1.09M
Nov 10, 2022 Q3 2022
Bank Of Nova Scotia

BUY
 -
14.9K
+ 29.23%
$366K - $437K
65.7K $2.03M
Nov 08, 2022 Q3 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
14.7K
+ 18.51%
$362K - $433K
94.2K $2.92M
Oct 18, 2022 Q3 2022
Compass Ion Advisors, LLC

BUY
 -
13.9K
+ 6.22%
$342K - $408K
237K $7.34M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
11.2K
+ 1.51%
$275K - $328K
752K $23.3M
Nov 10, 2022 Q3 2022
F Dx Advisors, Inc.

BUY
 -
10.6K
+ 5.33%
$261K - $311K
209K $6.49M
Jan 19, 2024 Q3 2022
Cedrus LLC

Littleton, CO
BUY
 -
10.4K
+ 15.95%
$256K - $306K
75.6K $2.34M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
10.4K
+ 61.69%
$255K - $305K
27.2K $842K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
9.18K
+ 33.07%
$226K - $270K
36.9K $1.14M
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
9.03K
+ 253.08%
$222K - $265K
12.6K $390K
Nov 10, 2022 Q3 2022
Sweet Financial Partners, LLC

BUY
 -
8.91K
+ 2.76%
$219K - $262K
332K $10.3M

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