Purchases and Sales Made in Q3 2023 in Wisdomtree Emerging Local Debt (ELD)
This table provides information about the institutional ownership of Wisdomtree Emerging Local Debt (ELD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
78.9KNew |
$2.05M - $2.24M
|
78.9K
$2.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
66.8KNew |
$1.73M - $1.9M
|
66.8K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.4KNew |
$322K - $353K
|
12.4K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.22KNew |
$187K - $205K
|
7.22K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.62K+ 5.92% |
$172K - $188K
|
118K
$3.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.01KNew |
$156K - $171K
|
6.01K
$158K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.05KNew |
$131K - $144K
|
5.05K
$133K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.65K+ 4.31% |
$68.7K - $75.3K
|
64.1K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.09K+ 9.46% |
$54.1K - $59.3K
|
24.1K
$634K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.1KNew |
$28.6K - $31.3K
|
1.1K
$28.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
423New |
$11K - $12K
|
423
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
86New |
$2.23K - $2.45K
|
86
$2.26K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.37% |
$26 - $28.4
|
273
$7.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.08% |
$26 - $28.4
|
1.27K
$33.4K
|
|
|
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
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1- 0.06% |
$26 - $28.4
|
1.67K
$43.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1- 0.06% |
$26 - $28.4
|
1.67K
$43.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-34- 1.39% |
$883 - $967
|
2.41K
$63.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-65- 0.79% |
$1.69K - $1.85K
|
8.18K
$215K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-184- 2.24% |
$4.78K - $5.23K
|
8.02K
$211K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-447- 52.77% |
$11.6K - $12.7K
|
400
$10.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-509- 2.31% |
$13.2K - $14.5K
|
21.5K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-803- 4.62% |
$20.8K - $22.8K
|
16.6K
$436K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.57K- 0.58% |
$40.7K - $44.6K
|
267K
$7.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.99K- 12.99% |
$51.6K - $56.5K
|
13.3K
$350K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.29K- 0.53% |
$59.4K - $65.1K
|
426K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.29K- 0.53% |
$59.4K - $65.1K
|
426K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.71K- 19.31% |
$70.2K - $76.9K
|
11.3K
$297K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.78K- 3.3% |
$72.2K - $79.1K
|
81.4K
$2.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-7.17K- 76.63% |
$186K - $204K
|
2.19K
$57.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18K- 60.89% |
$468K - $513K
|
11.6K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-33.4K- 7.14% |
$866K - $949K
|
434K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-256K- 69.04% |
$6.66M - $7.29M
|
115K
$3.02M
|