Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Emerging Mkts Qu (DGRE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Qu (DGRE) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
107K+ 8.83% |
$2.36M - $2.54M
|
1.32M
$33.6M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31.9K+ 12.1% |
$707K - $761K
|
296K
$7.55M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.7K+ 46.51% |
$614K - $661K
|
87.4K
$2.23M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.4K+ 39.26% |
$517K - $557K
|
82.9K
$2.12M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
$494K - $532K
|
22.3K
$570K
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
19K+ 8.62% |
$421K - $453K
|
239K
$6.11M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.5KNew |
$410K - $442K
|
18.5K
$473K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.5K+ 9.91% |
$255K - $274K
|
128K
$3.25M
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.5K+ 26.38% |
$231K - $249K
|
50.1K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.8K+ 14.23% |
$62K - $66.8K
|
22.5K
$574K
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 5.1% |
$34.8K - $37.5K
|
32.4K
$826K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
258+ 5.45% |
$5.71K - $6.15K
|
4.99K
$127K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
210+ 26.25% |
$4.65K - $5.01K
|
1.01K
$25.8K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
127+ 1.04% |
$2.81K - $3.03K
|
12.4K
$316K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
124+ 0.66% |
$2.75K - $2.96K
|
18.8K
$481K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
116New |
$2.57K - $2.77K
|
116
$2.96K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
86New |
$1.9K - $2.05K
|
86
$2.19K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 0.09% |
$531 - $572
|
25.6K
$653K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16New |
$354 - $381
|
16
$408
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.04% |
$88.6 - $95.4
|
9.65K
$246K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.56% |
$22.1 - $23.8
|
181
$4.62K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-63- 1.81% |
$1.39K - $1.5K
|
3.42K
$87.3K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76- 0.57% |
$1.68K - $1.81K
|
13.3K
$340K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-308- 49.84% |
$6.82K - $7.34K
|
310
$7.91K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-350- 4.56% |
$7.75K - $8.34K
|
7.33K
$187K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-365- 3.62% |
$8.08K - $8.7K
|
9.72K
$248K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-410Closed |
$9.08K - $9.77K
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-451- 44.7% |
$9.99K - $10.8K
|
558
$14.2K
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-753- 3.09% |
$16.7K - $18K
|
23.6K
$602K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.48K- 3.76% |
$32.8K - $35.3K
|
38K
$969K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 21.76% |
$241K - $260K
|
39.1K
$999K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-117K- 54.65% |
$2.6M - $2.8M
|
97.5K
$2.49M
|