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

Intelligence Driven Advisers, LLC

$515 Million
Q1 2025

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

52

Shares Held

3.72M

Call Options Held

0

Put Options Held

0

One Capital Management, LLC Westlake Village, CA

1.22M
Shares

$30.7 Million
1.08% of portfolio
Lpl Financial LLC Fort Mill, SC

532K
Shares

$13.4 Million
0.01% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

330K
Shares

$8.29 Million
0.15% of portfolio
Simpli Fi, Inc.

200K
Shares

$5.02 Million
2.8% of portfolio
Raymond James Financial Inc St. Petersburg, FL

131K
Shares

$3.29 Million
0.0% 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 Intelligence Driven Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intelligence Driven Advisers, LLC with notifications on news.