Purchases and Sales Made in Q3 2023 in Wisdomtree Europe Hedged Equit (HEDJ)
This table provides information about the institutional ownership of Wisdomtree Europe Hedged Equit (HEDJ) during Q3 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE EUROPE HEDGED EQUIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
376+ 100.0% |
$14.6K - $31.6K
|
752
$35.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
362+ 100.0% |
$14K - $30.4K
|
724
$34.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
356+ 100.0% |
$13.8K - $29.9K
|
712
$33.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
352+ 100.0% |
$13.7K - $29.5K
|
704
$33.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
270+ 147.54% |
$10.5K - $22.7K
|
453
$21.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
266+ 100.0% |
$10.3K - $22.3K
|
532
$25.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
225+ 100.0% |
$8.73K - $18.9K
|
450
$21.4K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207+ 100.0% |
$8.03K - $17.4K
|
414
$19.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 100.0% |
$7.76K - $16.8K
|
400
$19K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
191+ 100.0% |
$7.41K - $16K
|
382
$18.2K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
169+ 100.0% |
$6.56K - $14.2K
|
338
$16.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
160+ 100.0% |
$6.21K - $13.4K
|
320
$15.2K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
116+ 53.7% |
$4.5K - $9.74K
|
332
$15.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
109+ 100.0% |
$4.23K - $9.15K
|
218
$10.4K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 100.0% |
$3.88K - $8.39K
|
200
$9.51K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
84+ 100.0% |
$3.26K - $7.05K
|
168
$7.99K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
62+ 100.0% |
$2.41K - $5.2K
|
124
$5.89K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
48+ 97.96% |
$1.86K - $4.03K
|
97
$4.61K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44New |
$1.71K - $3.69K
|
44
$2.09K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 100.0% |
$1.67K - $3.61K
|
86
$4.09K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
39+ 100.0% |
$1.51K - $3.27K
|
78
$3.71K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 100.0% |
$970 - $2.1K
|
50
$2.38K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
13+ 13.4% |
$505 - $1.09K
|
110
$5.23K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-36- 4.14% |
$1.4K - $3.02K
|
834
$39.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 33.33% |
$3.88K - $8.39K
|
200
$9.51K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-621- 2.24% |
$24.1K - $52.1K
|
27.2K
$1.29M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-840- 2.4% |
$32.6K - $70.5K
|
34.2K
$1.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.29K- 10.74% |
$49.9K - $108K
|
10.7K
$509K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.58K- 99.68% |
$61.2K - $132K
|
5
$238
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.02KClosed |
$117K - $253K
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.76K- 52.22% |
$301K - $651K
|
7.1K
$337K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.28K- 55.3% |
$321K - $695K
|
6.7K
$318K
|