Clearwater Capital Advisors, LLC Wisdomtree Tr Emerging Mkts Qu Transaction History

Clearwater Capital Advisors, LLC

$973 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 15, 2020	SELL	$17.33 - $27.03 $219,501 - $342,361	-12,666 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$23.16 - $26.25 $127,704 - $144,742	-5,514 Reduced 30.33%	12,666 $332,000
Q3 2019 Nov 04, 2019	SELL	$23.29 - $24.24 $127,536 - $132,738	-5,476 Reduced 23.15%	18,180 $426,000
Q2 2019 Jul 26, 2019	SELL	N/A	-5,967 Reduced 20.14%	23,656 $586,000
Q1 2019 May 13, 2019	SELL	N/A	-3,590 Reduced 10.81%	29,623 $733,000
Q4 2018 Jan 22, 2019	SELL	N/A	-13,317 Reduced 28.62%	33,213 $738,000
Q3 2018 Oct 17, 2018	SELL	N/A	-3,643 Reduced 7.26%	46,530 $1.11 Million
Q2 2018 Aug 16, 2018	BUY	N/A	119 Added 0.24%	50,173 $1.25 Million
Q1 2018 May 14, 2018	BUY	N/A	535 Added 1.08%	50,054 $1.35 Million
Q4 2017 Feb 05, 2018	BUY	N/A	1,766 Added 3.7%	49,519 $1.35 Million
Q3 2017 Oct 19, 2017	BUY	N/A	493 Added 1.04%	47,753 $1.23 Million
Q2 2017 Aug 11, 2017	BUY	N/A	47,260	47,260 $1.13 Million

Others Institutions Holding DGRE

# of Institutions

43

Shares Held

3.69M

Call Options Held

0

Put Options Held

0

One Capital Management, LLC Westlake Village, CA

1.25M
Shares

$31.7 Million
1.18% of portfolio
Lpl Financial LLC Fort Mill, SC

510K
Shares

$12.9 Million
0.01% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

316K
Shares

$7.98 Million
0.16% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

272K
Shares

$6.87 Million
2.73% of portfolio
Simpli Fi, Inc.

196K
Shares

$4.95 Million
2.47% of portfolio

About WISDOMTREE TR EMERGING MKTS QU

Ticker DGRE
Sector ETFs
Industry ETFs

More about DGRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearwater Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.