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 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.16% |
$23.8 - $27.8
|
611
$18.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 5.48% |
$571 - $666
|
414
$12.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-26- 0.28% |
$618 - $722
|
9.35K
$290K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-36- 4.65% |
$856 - $1K
|
738
$22.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-122- 0.92% |
$2.9K - $3.39K
|
13.2K
$408K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-149- 0.11% |
$3.54K - $4.14K
|
139K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-173- 87.82% |
$4.11K - $4.8K
|
24
$744
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-210- 9.95% |
$4.99K - $5.83K
|
1.9K
$58.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 1.03% |
$5.23K - $6.11K
|
21.2K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-223- 0.88% |
$5.3K - $6.19K
|
25.2K
$780K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-235- 0.9% |
$5.59K - $6.53K
|
26K
$806K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-271- 7.48% |
$6.44K - $7.53K
|
3.35K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-273- 1.37% |
$6.49K - $7.58K
|
19.6K
$607K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-370- 1.38% |
$8.8K - $10.3K
|
26.5K
$822K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-396- 72.93% |
$9.42K - $11K
|
147
$4.55K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-415- 2.22% |
$9.87K - $11.5K
|
18.3K
$566K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-517- 8.22% |
$12.3K - $14.4K
|
5.77K
$179K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-669- 1.94% |
$15.9K - $18.6K
|
33.9K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-695- 39.87% |
$16.5K - $19.3K
|
1.05K
$32.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-743- 14.14% |
$17.7K - $20.6K
|
4.51K
$140K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-787- 4.09% |
$18.7K - $21.9K
|
18.5K
$572K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-883- 8.41% |
$21K - $24.5K
|
9.62K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 4.26% |
$25.8K - $30.2K
|
24.4K
$757K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.22K- 6.82% |
$28.9K - $33.7K
|
16.6K
$514K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 6.72% |
$29.2K - $34.1K
|
17.1K
$529K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.24K- 6.01% |
$29.6K - $34.5K
|
19.4K
$602K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.36K- 6.77% |
$32.2K - $37.7K
|
18.7K
$579K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.36K- 10.81% |
$32.4K - $37.8K
|
11.2K
$348K
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-1.49K- 0.21% |
$35.4K - $41.4K
|
710K
$22M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.56K- 6.09% |
$37K - $43.2K
|
24K
$744K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.67K- 1.13% |
$39.7K - $46.4K
|
146K
$4.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.74K- 11.62% |
$41.4K - $48.3K
|
13.2K
$410K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.77K- 83.33% |
$42K - $49K
|
353
$10.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-1.78K- 1.94% |
$42.3K - $49.3K
|
89.9K
$2.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2K- 29.59% |
$47.5K - $55.5K
|
4.76K
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.06K- 20.02% |
$48.9K - $57.1K
|
8.21K
$254K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.51K- 47.41% |
$59.8K - $69.8K
|
2.79K
$86.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.85K- 1.85% |
$67.8K - $79.1K
|
151K
$4.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.02K- 59.39% |
$71.8K - $83.8K
|
2.06K
$63.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.28K- 1.15% |
$78K - $91.1K
|
281K
$8.7M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-3.35K- 2.54% |
$79.6K - $92.9K
|
128K
$3.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.6K- 13.25% |
$85.7K - $100K
|
23.6K
$731K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.74K- 2.04% |
$89K - $104K
|
180K
$5.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.8K- 65.76% |
$90.4K - $106K
|
1.98K
$61.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.88K- 19.36% |
$92.2K - $108K
|
16.2K
$500K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-3.89K- 11.08% |
$92.6K - $108K
|
31.2K
$968K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.36K- 3.45% |
$104K - $121K
|
122K
$3.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-6.46K- 45.36% |
$154K - $179K
|
7.78K
$241K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-6.79K- 14.7% |
$162K - $189K
|
39.4K
$1.22M
|