Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Emerging Mkts Qu (DGRE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Qu (DGRE) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EMERGING MKTS QU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
198KNew |
$4.68M - $5.1M
|
198K
$5.08M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
121K+ 306.06% |
$2.87M - $3.12M
|
161K
$4.13M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
46.3K+ 3.53% |
$1.1M - $1.19M
|
1.35M
$34.8M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23.7KNew |
$562K - $612K
|
23.7K
$609K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
22.1K+ 7.29% |
$524K - $570K
|
325K
$8.36M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.2KNew |
$478K - $520K
|
20.2K
$518K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 190.08% |
$463K - $504K
|
29.8K
$766K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.3K+ 4.48% |
$435K - $473K
|
428K
$11M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.13KNew |
$169K - $184K
|
7.13K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.69K+ 54.85% |
$158K - $172K
|
18.9K
$485K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
5.86K+ 56.58% |
$139K - $151K
|
16.2K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.08K+ 4.17% |
$120K - $131K
|
127K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.3K+ 14.26% |
$78.1K - $85K
|
26.4K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.64K+ 1.61% |
$38.8K - $42.2K
|
103K
$2.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.03K+ 2.04% |
$24.3K - $26.5K
|
51.5K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
885+ 2.63% |
$21K - $22.8K
|
34.5K
$886K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
641+ 2.02% |
$15.2K - $16.5K
|
32.4K
$832K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
560+ 4.63% |
$13.3K - $14.4K
|
12.6K
$325K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
213+ 2.09% |
$5.04K - $5.49K
|
10.4K
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 13.33% |
$4.74K - $5.15K
|
1.7K
$43.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
150New |
$3.55K - $3.87K
|
150
$3.85K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
76+ 30.16% |
$1.8K - $1.96K
|
328
$8.42K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
62+ 0.33% |
$1.47K - $1.6K
|
19K
$488K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.05% |
$284 - $309
|
25.6K
$658K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.32% |
$47.4 - $51.5
|
626
$16.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-62- 24.12% |
$1.47K - $1.6K
|
195
$5.01K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-145- 42.15% |
$3.43K - $3.74K
|
199
$5.11K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-250- 3.41% |
$5.92K - $6.44K
|
7.08K
$182K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-603- 3.02% |
$14.3K - $15.5K
|
19.4K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.82K- 10.87% |
$43.1K - $47K
|
14.9K
$384K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.6K- 3.08% |
$85.2K - $92.8K
|
113K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.64K- 12.52% |
$110K - $120K
|
32.4K
$832K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.64K- 12.52% |
$110K - $120K
|
32.4K
$832K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-5.64K- 2.18% |
$134K - $145K
|
253K
$6.49M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.74K- 9.42% |
$136K - $148K
|
55.2K
$1.42M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 8.41% |
$276K - $300K
|
127K
$3.26M
|