Intelligence Driven Advisers, LLC Wisdomtree Tr Emerging Mkts Qu Transaction History

Intelligence Driven Advisers, LLC

$693 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 09, 2020	SELL	$23.08 - $25.33 $708,186 - $777,225	-30,684 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$18.49 - $23.62 $218,921 - $279,660	-11,840 Reduced 27.84%	30,684 $697,000
Q1 2020 Sep 04, 2020	SELL	$17.33 - $27.03 $550,106 - $858,013	-31,743 Reduced 42.74%	42,524 $818,000
Q4 2019 Sep 04, 2020	SELL	$23.16 - $26.25 $406,851 - $461,133	-17,567 Reduced 19.13%	74,267 $1.95 Million
Q3 2019 Sep 04, 2020	SELL	$23.29 - $24.24 $211,333 - $219,953	-9,074 Reduced 8.99%	91,834 $2.15 Million
Q2 2019 Sep 04, 2020	SELL	N/A	-2,699 Reduced 2.61%	100,908 $2.5 Million
Q1 2019 Sep 04, 2020	BUY	N/A	18,567 Added 21.83%	103,607 $2.56 Million
Q4 2018 Sep 04, 2020	BUY	N/A	85,040 New	85,040 $1.89 Million

Others Institutions Holding DGRE

# of Institutions

43

Shares Held

3.7M

Call Options Held

0

Put Options Held

0

One Capital Management, LLC Westlake Village, CA

1.25M
Shares

$32.3 Million
1.18% of portfolio
Lpl Financial LLC Fort Mill, SC

510K
Shares

$13.1 Million
0.01% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

316K
Shares

$8.12 Million
0.16% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

286K
Shares

$7.36 Million
2.84% of portfolio
Simpli Fi, Inc.

196K
Shares

$5.04 Million
2.47% of portfolio

About WISDOMTREE TR EMERGING MKTS QU

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