Purchases and Sales Made in Q4 2022 in Wisdomtree Tr (EUDG)
This table provides information about the institutional ownership of Wisdomtree Tr (EUDG) during Q4 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
450KNew |
$10.4M - $12.7M
|
450K
$13.9M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
379KNew |
$8.76M - $10.7M
|
379K
$11.7M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
132K+ 614.44% |
$3.04M - $3.72M
|
153K
$4.72M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.9K+ 93.29% |
$853K - $1.04M
|
76.5K
$2.36M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$377K - $462K
|
16.3K
$504K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.08KNew |
$210K - $257K
|
9.08K
$280K
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8.8KNew |
$203K - $249K
|
8.8K
$272K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.64K+ 32.01% |
$107K - $131K
|
19.1K
$591K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
2.45KNew |
$56.5K - $69.2K
|
2.45K
$75.6K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.92K+ 51.3% |
$44.2K - $54.2K
|
5.65K
$174K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
831+ 16.29% |
$19.2K - $23.5K
|
5.93K
$183K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
454+ 1.84% |
$10.5K - $12.8K
|
25.1K
$774K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
216+ 11.48% |
$4.99K - $6.11K
|
2.1K
$64.8K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 26.67% |
$4.62K - $5.66K
|
950
$29.3K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 0.04% |
$46.2 - $56.6
|
5.6K
$173K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$23.1 - $28.3
|
1
$30.9
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-38- 0.41% |
$877 - $1.07K
|
9.14K
$282K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-318- 11.87% |
$7.34K - $8.99K
|
2.36K
$72.9K
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-361- 2.39% |
$8.34K - $10.2K
|
14.7K
$455K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.5K- 41.87% |
$34.5K - $42.3K
|
2.08K
$64.1K
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-1.75K- 3.41% |
$40.4K - $49.5K
|
49.6K
$1.53M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.02K- 7.39% |
$46.6K - $57K
|
25.3K
$780K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.53K- 23.56% |
$58.4K - $71.6K
|
8.21K
$254K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.19K- 24.78% |
$120K - $147K
|
15.8K
$486K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.6K- 43.05% |
$129K - $158K
|
7.41K
$229K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.4K- 65.2% |
$425K - $520K
|
9.82K
$303K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.1K- 26.89% |
$602K - $738K
|
70.9K
$2.19M
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-31.1K- 62.04% |
$718K - $879K
|
19K
$587K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-56.9K- 79.96% |
$1.31M - $1.61M
|
14.2K
$440K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-98.9K- 41.67% |
$2.28M - $2.8M
|
139K
$4.28M
|