Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Emerging Mkts Qu (DGRE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Qu (DGRE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
131KNew |
$3.28M - $3.6M
|
131K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.2KNew |
$1.96M - $2.14M
|
78.2K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.8K+ 4.68% |
$370K - $405K
|
330K
$8.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.5KNew |
$262K - $287K
|
10.5K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.32K+ 14.7% |
$108K - $118K
|
33.7K
$842K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.46K+ 6.42% |
$86.4K - $94.8K
|
57.3K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.78KNew |
$69.6K - $76.3K
|
2.78K
$69.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 5.99% |
$51.4K - $56.4K
|
36.4K
$909K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
680+ 0.35% |
$17K - $18.7K
|
197K
$4.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
369New |
$9.23K - $10.1K
|
369
$9.22K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
228+ 2.43% |
$5.7K - $6.25K
|
9.61K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
228New |
$5.7K - $6.25K
|
228
$5.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
182+ 0.95% |
$4.55K - $4.99K
|
19.4K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
130+ 0.99% |
$3.25K - $3.57K
|
13.2K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
112New |
$2.8K - $3.07K
|
112
$2.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
25+ 0.14% |
$626 - $686
|
17.6K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$250 - $274
|
12.8K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.02% |
$125 - $137
|
22.5K
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-329- 6.73% |
$8.23K - $9.02K
|
4.56K
$114K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.75K- 71.24% |
$68.8K - $75.4K
|
1.11K
$27.7K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-29.4K- 2.34% |
$734K - $805K
|
1.22M
$30.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-73.9K- 64.81% |
$1.85M - $2.03M
|
40.1K
$1M
|