Beacon Financial Group Wisdomtree Tr Emerging Mkts Qu Transaction History

Beacon Financial Group

$913 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 15, 2019	SELL	N/A	-30,832 Closed	0 $0
Q4 2018 Jan 16, 2019	BUY	N/A	30,832 New	30,832 $687,000

Others Institutions Holding DGRE

# of Institutions

44

Shares Held

3.63M

Call Options Held

0

Put Options Held

0

One Capital Management, LLC Westlake Village, CA

1.25M
Shares

$31.5 Million
1.18% of portfolio
Lpl Financial LLC Fort Mill, SC

510K
Shares

$12.8 Million
0.01% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

316K
Shares

$7.92 Million
0.16% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

286K
Shares

$7.18 Million
2.84% of portfolio
Simpli Fi, Inc.

196K
Shares

$4.92 Million
2.47% of portfolio

About WISDOMTREE TR EMERGING MKTS QU

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