Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q3 2024. 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 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
22+ 50.0% |
$643 - $737
|
66
$2.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.42% |
$146 - $168
|
1.21K
$37.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4New |
$117 - $134
|
4
$124
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.57% |
$87.7 - $101
|
531
$16.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.11% |
$58.5 - $67
|
1.78K
$55.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.43% |
$29.2 - $33.5
|
234
$7.26K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.57% |
$29.2 - $33.5
|
177
$5.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.81% |
$29.2 - $33.5
|
124
$3.85K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4- 2.42% |
$117 - $134
|
161
$5K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 8.89% |
$585 - $670
|
205
$6.36K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21- 2.04% |
$614 - $704
|
1.01K
$31.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-29- 13.88% |
$848 - $972
|
180
$5.59K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-36- 0.53% |
$1.05K - $1.21K
|
6.82K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-47- 0.52% |
$1.37K - $1.57K
|
8.98K
$279K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-59- 0.43% |
$1.72K - $1.98K
|
13.6K
$423K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-70- 0.04% |
$2.05K - $2.35K
|
167K
$5.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-75- 0.76% |
$2.19K - $2.51K
|
9.8K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-79- 1.81% |
$2.31K - $2.65K
|
4.29K
$133K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-131- 1.01% |
$3.83K - $4.39K
|
12.9K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-166- 0.4% |
$4.85K - $5.56K
|
41.6K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-209- 2.39% |
$6.11K - $7K
|
8.53K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-210- 1.62% |
$6.14K - $7.04K
|
12.8K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-257- 1.58% |
$7.51K - $8.61K
|
16K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-285- 1.1% |
$8.33K - $9.55K
|
25.6K
$796K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 75.0% |
$8.77K - $10.1K
|
100
$3.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-339- 2.8% |
$9.91K - $11.4K
|
11.8K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-349- 1.32% |
$10.2K - $11.7K
|
26.1K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-352- 2.11% |
$10.3K - $11.8K
|
16.3K
$506K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-396- 5.18% |
$11.6K - $13.3K
|
7.25K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-434- 0.93% |
$12.7K - $14.5K
|
46K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-439- 0.26% |
$12.8K - $14.7K
|
170K
$5.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-449- 0.56% |
$13.1K - $15K
|
79.5K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-456- 4.91% |
$13.3K - $15.3K
|
8.83K
$274K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-473- 2.18% |
$13.8K - $15.9K
|
21.3K
$660K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-476- 10.7% |
$13.9K - $16K
|
3.97K
$123K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-708- 5.49% |
$20.7K - $23.7K
|
12.2K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-770- 3.56% |
$22.5K - $25.8K
|
20.8K
$647K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-772- 10.15% |
$22.6K - $25.9K
|
6.83K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 5.31% |
$23.4K - $26.8K
|
14.3K
$443K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-816- 4.61% |
$23.9K - $27.3K
|
16.9K
$524K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-822- 0.28% |
$24K - $27.5K
|
294K
$9.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-888- 8.65% |
$26K - $29.8K
|
9.38K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-943- 12.84% |
$27.6K - $31.6K
|
6.4K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-950- 5.28% |
$27.8K - $31.8K
|
17K
$529K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-971- 8.07% |
$28.4K - $32.5K
|
11.1K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1K- 3.63% |
$29.3K - $33.6K
|
26.7K
$828K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.05K- 18.48% |
$30.6K - $35.1K
|
4.61K
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.28K- 0.34% |
$37.4K - $42.9K
|
380K
$11.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.32K- 60.26% |
$38.6K - $44.3K
|
871
$27K
|