Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE) during Q4 2024. 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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
747K+ 2958.53% |
$22.8M - $25.5M
|
772K
$23.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
301K+ 16904.94% |
$9.18M - $10.3M
|
303K
$9.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
207K+ 222.19% |
$6.3M - $7.07M
|
300K
$9.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
129KNew |
$3.93M - $4.41M
|
129K
$4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
128KNew |
$3.9M - $4.38M
|
128K
$3.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
83.4K+ 11.84% |
$2.54M - $2.85M
|
787K
$24.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.6KNew |
$1.88M - $2.11M
|
61.6K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55K+ 3.46% |
$1.68M - $1.88M
|
1.64M
$51M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
30.6KNew |
$934K - $1.05M
|
30.6K
$950K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
26.7K+ 8.69% |
$814K - $913K
|
334K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.6K+ 19.33% |
$812K - $911K
|
164K
$5.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
24.5K+ 4.67% |
$748K - $839K
|
550K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
22.8K+ 10.65% |
$696K - $781K
|
237K
$7.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
15.7KNew |
$480K - $538K
|
15.7K
$488K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.2K+ 40.65% |
$433K - $486K
|
49.2K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 2.66% |
$405K - $454K
|
512K
$15.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12.1K+ 9.59% |
$370K - $415K
|
139K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10K+ 5.18% |
$306K - $343K
|
203K
$6.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
9.97K+ 3.41% |
$304K - $341K
|
303K
$9.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.08K+ 935.77% |
$277K - $310K
|
10K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.07KNew |
$215K - $242K
|
7.07K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.8K+ 4.85% |
$207K - $232K
|
147K
$4.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.02K+ 4.76% |
$184K - $206K
|
133K
$4.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.7K+ 2.86% |
$174K - $195K
|
205K
$6.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.69K+ 6.98% |
$173K - $194K
|
87.1K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.77KNew |
$145K - $163K
|
4.77K
$148K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.59K+ 21.53% |
$140K - $157K
|
25.9K
$803K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.14K+ 16.68% |
$126K - $142K
|
29K
$898K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.77K+ 9.76% |
$115K - $129K
|
42.4K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.71K+ 1.26% |
$113K - $127K
|
298K
$9.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.34K+ 34.08% |
$102K - $114K
|
13.1K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
3.2K+ 17.65% |
$97.4K - $109K
|
21.3K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.04K+ 15.11% |
$92.7K - $104K
|
23.2K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.55K+ 21.64% |
$77.7K - $87.1K
|
14.3K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.37K+ 0.85% |
$72.2K - $81K
|
282K
$8.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 10.29% |
$64.6K - $72.5K
|
22.7K
$705K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.04K+ 2.89% |
$62.3K - $69.9K
|
72.7K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.53K+ 6.88% |
$46.5K - $52.2K
|
23.7K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.25K+ 103.39% |
$38.1K - $42.8K
|
2.46K
$76.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.19K+ 4.43% |
$36.2K - $40.6K
|
28K
$868K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.14K+ 1.98% |
$34.9K - $39.1K
|
58.8K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.1K+ 2.23% |
$33.4K - $37.5K
|
50.3K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
965+ 24.28% |
$29.4K - $33K
|
4.94K
$153K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
800New |
$24.4K - $27.4K
|
800
$24.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
672+ 0.39% |
$20.5K - $23K
|
172K
$5.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
314New |
$9.57K - $10.7K
|
314
$9.73K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
287+ 0.35% |
$8.75K - $9.82K
|
82.1K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218New |
$6.64K - $7.46K
|
218
$6.76K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
164+ 0.05% |
$5K - $5.61K
|
308K
$9.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
150New |
$4.57K - $5.13K
|
150
$4.65K
|