Purchases and Sales Made in Q4 2024 in Wisdomtree Emerging Local Debt (ELD)
This table provides information about the institutional ownership of Wisdomtree Emerging Local Debt (ELD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
35.3KNew |
$896K - $983K
|
35.3K
$918K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
13.5KNew |
$342K - $376K
|
13.5K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.7K+ 5.48% |
$145K - $159K
|
110K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.51K+ 5.18% |
$114K - $126K
|
91.6K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.06K+ 39.79% |
$77.6K - $85.2K
|
10.7K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.6K+ 9.55% |
$40.6K - $44.6K
|
18.4K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
450+ 5.21% |
$11.4K - $12.5K
|
9.08K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
390New |
$9.9K - $10.9K
|
390
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
322+ 5.89% |
$8.17K - $8.97K
|
5.79K
$151K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
122+ 1.42% |
$3.1K - $3.4K
|
8.69K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 28.63% |
$1.65K - $1.81K
|
292
$7.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 1.47% |
$431 - $474
|
1.18K
$30.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 2.46% |
$254 - $279
|
416
$10.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.25% |
$203 - $223
|
3.17K
$82.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 1.48% |
$127 - $139
|
342
$8.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 0.84% |
$76.1 - $83.6
|
361
$9.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-230- 1.9% |
$5.84K - $6.41K
|
11.9K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.72K- 0.66% |
$69.1K - $75.9K
|
408K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.1K- 99.9% |
$485K - $533K
|
20
$520
|