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 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
|