Purchases and Sales Made in Q1 2023 in Wisdomtree Emerging Local Debt (ELD)
This table provides information about the institutional ownership of Wisdomtree Emerging Local Debt (ELD) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE EMERGING LOCAL DEBT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
480KNew |
$12.3M - $13.2M
|
480K
$12.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
267KNew |
$6.85M - $7.32M
|
267K
$7.01M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.7K+ 17.78% |
$762K - $814K
|
196K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.9K+ 32.33% |
$563K - $601K
|
89.6K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.4KNew |
$394K - $421K
|
15.4K
$403K
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
11K+ 6.8% |
$283K - $302K
|
173K
$4.54M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.4K+ 2.49% |
$266K - $284K
|
427K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.53KNew |
$219K - $234K
|
8.53K
$224K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.82KNew |
$201K - $215K
|
7.82K
$206K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.47KNew |
$192K - $205K
|
7.47K
$196K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.57K+ 11.95% |
$169K - $180K
|
61.6K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.62KNew |
$67.4K - $72K
|
2.62K
$68.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.18KNew |
$30.3K - $32.4K
|
1.18K
$31K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
543+ 2.99% |
$14K - $14.9K
|
18.7K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
496+ 2.13% |
$12.7K - $13.6K
|
23.7K
$623K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
222New |
$5.71K - $6.09K
|
222
$5.83K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
91New |
$2.34K - $2.5K
|
91
$2.39K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 1.26% |
$334 - $357
|
1.04K
$27.4K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.35% |
$129 - $137
|
1.44K
$37.9K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 0.24% |
$77.1 - $82.4
|
1.27K
$33.4K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.37% |
$25.7 - $27.5
|
271
$7.12K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-47- 0.5% |
$1.21K - $1.29K
|
9.42K
$247K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-301- 1.99% |
$7.74K - $8.26K
|
14.8K
$388K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-498- 2.15% |
$12.8K - $13.7K
|
22.7K
$597K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-930- 57.06% |
$23.9K - $25.5K
|
700
$18.4K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-933- 7.62% |
$24K - $25.6K
|
11.3K
$297K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.9K- 0.44% |
$48.9K - $52.2K
|
427K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.8K- 15.72% |
$508K - $543K
|
106K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.4K- 49.98% |
$549K - $586K
|
21.4K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-411K- 94.13% |
$10.6M - $11.3M
|
25.6K
$674K
|