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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
9.41KNew |
$224K - $261K
|
9.41K
$291K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.29KNew |
$221K - $258K
|
9.29K
$288K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
9.29K+ 28.67% |
$221K - $258K
|
41.7K
$1.29M
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
9.01KNew |
$214K - $250K
|
9.01K
$279K
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8.94K+ 14.47% |
$213K - $248K
|
70.7K
$2.19M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
8.87K+ 7.82% |
$211K - $246K
|
122K
$3.79M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8.87K+ 94.4% |
$211K - $246K
|
18.3K
$566K
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.76KNew |
$208K - $243K
|
8.76K
$271K
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.71K+ 11.52% |
$207K - $242K
|
84.3K
$2.61M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8.6KNew |
$205K - $239K
|
8.6K
$267K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.25KNew |
$196K - $229K
|
8.25K
$256K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7.93KNew |
$189K - $220K
|
7.93K
$246K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.62KNew |
$181K - $212K
|
7.62K
$236K
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
7.34K+ 5.27% |
$175K - $204K
|
147K
$4.54M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.33K+ 3.5% |
$174K - $203K
|
217K
$6.71M
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.34K+ 11.29% |
$151K - $176K
|
62.4K
$1.93M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.32K+ 19.49% |
$150K - $175K
|
38.7K
$1.2M
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
6.28K+ 40.43% |
$149K - $174K
|
21.8K
$676K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.9K+ 2.95% |
$140K - $164K
|
206K
$6.39M
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.87K+ 43.44% |
$116K - $135K
|
16.1K
$498K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.62K+ 10.79% |
$86.1K - $101K
|
37.2K
$1.15M
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.48K+ 19.12% |
$82.7K - $96.6K
|
21.7K
$671K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.45K+ 13.47% |
$81.9K - $95.7K
|
29K
$899K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3.26K+ 6.31% |
$77.5K - $90.6K
|
54.9K
$1.7M
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.24K+ 8.67% |
$77.1K - $90.1K
|
40.6K
$1.26M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.95KNew |
$70.2K - $82K
|
2.95K
$91.5K
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
2.78K+ 6.27% |
$66.2K - $77.3K
|
47.1K
$1.46M
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.03K+ 0.61% |
$48.3K - $56.5K
|
334K
$10.3M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.48KNew |
$35.2K - $41.1K
|
1.48K
$45.9K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.23K+ 5.18% |
$29.3K - $34.2K
|
25K
$775K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.21K+ 3.43% |
$28.7K - $33.5K
|
36.4K
$1.13M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.18KNew |
$28.1K - $32.8K
|
1.18K
$36.6K
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
975+ 4.17% |
$23.2K - $27.1K
|
24.3K
$754K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
875+ 12.23% |
$20.8K - $24.3K
|
8.03K
$249K
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
736+ 1.24% |
$17.5K - $20.4K
|
60.2K
$1.87M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
640New |
$15.2K - $17.8K
|
640
$19.8K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
617New |
$14.7K - $17.1K
|
617
$19.1K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
587+ 4.46% |
$14K - $16.3K
|
13.7K
$426K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
584+ 3.56% |
$13.9K - $16.2K
|
17K
$526K
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
562+ 1.69% |
$13.4K - $15.6K
|
33.8K
$1.05M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
539+ 2.05% |
$12.8K - $15K
|
26.8K
$831K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
441New |
$10.5K - $12.2K
|
441
$13.7K
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
407+ 3.9% |
$9.68K - $11.3K
|
10.9K
$336K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
268+ 0.72% |
$6.37K - $7.44K
|
37.6K
$1.16M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
160+ 0.95% |
$3.8K - $4.44K
|
17K
$526K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
123New |
$2.92K - $3.42K
|
123
$3.81K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
86New |
$2.05K - $2.39K
|
86
$2.66K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
74+ 14.34% |
$1.76K - $2.05K
|
590
$18.3K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20New |
$476 - $555
|
20
$620
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.68% |
$95.1 - $111
|
595
$18.4K
|