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 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 0.78% |
$4.8K - $5.33K
|
17.8K
$696K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-180- 3.08% |
$6.18K - $6.86K
|
5.66K
$222K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-249- 2.92% |
$8.54K - $9.48K
|
8.29K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-252- 53.16% |
$8.65K - $9.6K
|
222
$8.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-457- 4.02% |
$15.7K - $17.4K
|
10.9K
$428K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-598- 2.28% |
$20.5K - $22.8K
|
25.7K
$1.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-603- 88.16% |
$20.7K - $23K
|
81
$3.18K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-732- 11.39% |
$25.1K - $27.9K
|
5.7K
$223K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-885- 22.83% |
$30.4K - $33.7K
|
2.99K
$117K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.04K- 3.09% |
$35.5K - $39.5K
|
32.5K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.05K- 4.15% |
$35.9K - $39.8K
|
24.1K
$946K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.42K- 2.46% |
$48.7K - $54.1K
|
56.3K
$2.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 5.49% |
$50.8K - $56.4K
|
25.5K
$999K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.55K- 9.1% |
$53.1K - $59K
|
15.5K
$606K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.67K- 14.5% |
$57.4K - $63.7K
|
9.86K
$386K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.74K- 3.95% |
$59.8K - $66.4K
|
42.3K
$1.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.21K- 4.61% |
$75.8K - $84.1K
|
45.7K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.65K- 0.57% |
$90.8K - $101K
|
464K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.68K- 2.22% |
$92K - $102K
|
118K
$4.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.76K- 0.91% |
$94.8K - $105K
|
302K
$11.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 0.5% |
$100K - $111K
|
579K
$22.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.98K- 16.12% |
$102K - $114K
|
15.5K
$608K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-3.31K- 3.6% |
$114K - $126K
|
88.5K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 2.16% |
$132K - $147K
|
174K
$6.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4.74K- 2.64% |
$163K - $181K
|
175K
$6.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.48K- 14.17% |
$188K - $209K
|
33.2K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-7.07K- 4.94% |
$243K - $269K
|
136K
$5.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.84K- 12.73% |
$269K - $299K
|
53.8K
$2.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.82K- 6.93% |
$303K - $336K
|
118K
$4.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-13.7K- 50.39% |
$471K - $522K
|
13.5K
$529K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-14.1K- 5.14% |
$484K - $538K
|
261K
$10.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-16.7K- 5.7% |
$573K - $636K
|
276K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-23.2K- 12.84% |
$796K - $884K
|
158K
$6.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-23.5K- 2.39% |
$805K - $894K
|
957K
$37.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-53.9K- 72.26% |
$1.85M - $2.05M
|
20.7K
$812K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-225K- 53.59% |
$7.73M - $8.58M
|
195K
$7.65M
|