Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Emerging Mkts Qu Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	N/A	6 Added 4.48%	140 $3,000
Q1 2022 May 11, 2022	SELL	N/A	-136 Reduced 50.37%	134 $3,000
Q4 2021 Jan 10, 2022	BUY	N/A	1 Added 0.37%	270 $8,000
Q3 2021 Nov 24, 2021	SELL	N/A	-44 Reduced 14.06%	269 $8,000
Q2 2021 Jul 30, 2021	SELL	N/A	-359 Reduced 53.42%	313 $9,000

Q1 2021 Apr 29, 2021	SELL	N/A	-2,406 Reduced 78.17%	672 $20,000
Q4 2020 Jan 15, 2021	BUY	N/A	916 Added 42.37%	3,078 $87,000
Q3 2020 Oct 21, 2020	BUY	N/A	512 Added 31.03%	2,162 $52,000
Q2 2020 Jul 10, 2020	BUY	N/A	592 Added 55.95%	1,650 $37,000
Q1 2020 Apr 15, 2020	BUY	N/A	1,058 New	1,058 $20,000

Others Institutions Holding DGRE

# of Institutions

Shares Held

3.75M

Call Options Held

Put Options Held

One Capital Management, LLC Westlake Village, CA

1.35M
Shares

$37 Million
1.33% of portfolio
Lpl Financial LLC Fort Mill, SC

428K
Shares

$11.7 Million
0.01% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

325K
Shares

$8.89 Million
0.18% of portfolio
Astoria Portfolio Advisors Llc.

255K
Shares

$6.97 Million
2.46% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

240K
Shares

$6.57 Million
2.63% of portfolio

View Full List

About WISDOMTREE TR EMERGING MKTS QU

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