Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q3 2025. 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 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
62.3KNew |
$2.14M - $2.37M
|
62.3K
$2.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
33.8K+ 15.25% |
$1.16M - $1.29M
|
256K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.6KNew |
$878K - $974K
|
25.6K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.3K+ 1.48% |
$832K - $924K
|
1.66M
$65.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
22.5K+ 3.94% |
$773K - $858K
|
593K
$23.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
18.3K+ 111.64% |
$626K - $695K
|
34.6K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
17.5K+ 30.93% |
$602K - $668K
|
74.2K
$2.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.6KNew |
$568K - $631K
|
16.6K
$649K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
15.9K+ 52.89% |
$546K - $606K
|
46K
$1.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
13.7K+ 10.06% |
$470K - $521K
|
150K
$5.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11.9K+ 4.01% |
$409K - $455K
|
309K
$12.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
8.07K+ 2.58% |
$277K - $307K
|
320K
$12.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.04K+ 4.02% |
$276K - $306K
|
208K
$8.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.75KNew |
$197K - $219K
|
5.75K
$225K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.6KNew |
$192K - $213K
|
5.6K
$220K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.43K+ 65.23% |
$186K - $207K
|
13.8K
$540K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.37KNew |
$184K - $205K
|
5.37K
$211K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.53K+ 66.27% |
$156K - $173K
|
11.4K
$446K
|
|
|
Nov 05, 2025
Q3 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
3.25K+ 5.0% |
$111K - $124K
|
68.2K
$2.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.86K+ 1.28% |
$98.2K - $109K
|
226K
$8.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.64K+ 3.04% |
$90.4K - $100K
|
89.5K
$3.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
2.06K+ 9.73% |
$70.8K - $78.6K
|
23.3K
$912K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.06K+ 2.65% |
$70.7K - $78.5K
|
79.8K
$3.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.75K+ 0.74% |
$60.1K - $66.7K
|
239K
$9.39M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.6K+ 6.87% |
$55K - $61.1K
|
24.9K
$978K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.26K+ 8.19% |
$43.2K - $47.9K
|
16.6K
$651K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
690+ 7.88% |
$23.7K - $26.3K
|
9.45K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
605+ 4.4% |
$20.8K - $23K
|
14.3K
$562K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
570+ 0.57% |
$19.6K - $21.7K
|
100K
$3.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
495New |
$17K - $18.9K
|
495
$19.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
463+ 3.61% |
$15.9K - $17.6K
|
13.3K
$520K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
375+ 7.23% |
$12.9K - $14.3K
|
5.56K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
357+ 1.71% |
$12.2K - $13.6K
|
21.3K
$834K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
344+ 5.1% |
$11.8K - $13.1K
|
7.08K
$278K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
322+ 5.04% |
$11K - $12.3K
|
6.71K
$263K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
288+ 6.5% |
$9.88K - $11K
|
4.72K
$185K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
151+ 2.09% |
$5.18K - $5.75K
|
7.37K
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
141+ 0.01% |
$4.84K - $5.37K
|
1.18M
$46.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
122+ 0.26% |
$4.19K - $4.65K
|
47.9K
$1.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
72New |
$2.47K - $2.74K
|
72
$2.82K
|
|
|
Oct 20, 2025
Q3 2025
|
Refined Wealth Management
|
BUY
|
- |
8+ 0.13% |
$274 - $305
|
6.04K
$237K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-12- 0.26% |
$412 - $457
|
4.67K
$183K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 6.41% |
$618 - $686
|
263
$10.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-31- 0.2% |
$1.06K - $1.18K
|
15.2K
$597K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-39- 7.99% |
$1.34K - $1.49K
|
449
$17.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-87- 1.16% |
$2.98K - $3.31K
|
7.42K
$291K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-93- 2.04% |
$3.19K - $3.54K
|
4.46K
$175K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-99- 16.81% |
$3.4K - $3.77K
|
490
$19.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-124- 1.93% |
$4.25K - $4.72K
|
6.3K
$247K
|