Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.82MNew |
$115M - $134M
|
4.82M
$149M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.57M+ 2649.56% |
$37.4M - $43.7M
|
1.63M
$50.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.32M+ 1505.86% |
$31.3M - $36.6M
|
1.4M
$43.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
632K+ 61.03% |
$15M - $17.6M
|
1.67M
$51.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
499KNew |
$11.9M - $13.9M
|
499K
$15.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
274KNew |
$6.52M - $7.61M
|
274K
$8.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
269K+ 6.47% |
$6.39M - $7.46M
|
4.42M
$137M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
190K+ 172.82% |
$4.53M - $5.29M
|
301K
$9.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
178K+ 154.15% |
$4.24M - $4.95M
|
294K
$9.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
143KNew |
$3.39M - $3.96M
|
143K
$4.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
142KNew |
$3.37M - $3.94M
|
142K
$4.4M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
135K+ 48.57% |
$3.2M - $3.74M
|
412K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
116K+ 84.24% |
$2.77M - $3.23M
|
255K
$7.89M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
89.7KNew |
$2.13M - $2.49M
|
89.7K
$2.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
81KNew |
$1.93M - $2.25M
|
81K
$2.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
76.2K+ 23.84% |
$1.81M - $2.12M
|
396K
$12.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
69.7K+ 7.66% |
$1.66M - $1.94M
|
980K
$30.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
68.9K+ 15.79% |
$1.64M - $1.91M
|
505K
$15.7M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
58.9KNew |
$1.4M - $1.64M
|
58.9K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
49.3K+ 275.3% |
$1.17M - $1.37M
|
67.2K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.6K+ 143.28% |
$1.13M - $1.32M
|
80.9K
$2.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
46.9KNew |
$1.12M - $1.3M
|
46.9K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.8K+ 27.45% |
$1.02M - $1.19M
|
199K
$6.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 10.88% |
$911K - $1.06M
|
390K
$12.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
32.9KNew |
$782K - $913K
|
32.9K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.4K+ 43.65% |
$724K - $845K
|
100K
$3.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30.3K+ 9.78% |
$720K - $840K
|
340K
$10.5M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30.2K+ 1632.79% |
$719K - $839K
|
32.1K
$994K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
24.4K+ 42.18% |
$579K - $677K
|
82.1K
$2.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23.4K+ 7.59% |
$557K - $651K
|
332K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3KNew |
$555K - $648K
|
23.3K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
22.6K+ 6.68% |
$538K - $628K
|
361K
$11.2M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.5KNew |
$534K - $624K
|
22.5K
$696K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.8KNew |
$495K - $578K
|
20.8K
$645K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 11.23% |
$464K - $542K
|
193K
$5.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.8KNew |
$423K - $494K
|
17.8K
$551K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
17.7KNew |
$420K - $491K
|
17.7K
$548K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17.2KNew |
$409K - $477K
|
17.2K
$532K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
17.1KNew |
$407K - $475K
|
17.1K
$530K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15.9K+ 74.88% |
$378K - $442K
|
37.2K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
14.8K+ 52.16% |
$352K - $411K
|
43.2K
$1.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.1K+ 12.89% |
$289K - $337K
|
106K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 21.2% |
$254K - $296K
|
61K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$242K - $283K
|
10.2K
$315K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.2KNew |
$242K - $282K
|
10.2K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.1K+ 8.91% |
$241K - $281K
|
124K
$3.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10K+ 6.01% |
$239K - $279K
|
177K
$5.49M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10KNew |
$239K - $279K
|
10K
$311K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$238K - $278K
|
10K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.51KNew |
$226K - $264K
|
9.51K
$295K
|