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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$22.19 - $26.72 $133 - $160	6 Added 4.48%	140 $3,000
Q1 2022 May 11, 2022	SELL	$24.36 - $28.83 $3,312 - $3,920	-136 Reduced 50.37%	134 $3,000
Q4 2021 Jan 10, 2022	BUY	$27.26 - $28.63 $27 - $28	1 Added 0.37%	270 $8,000
Q3 2021 Nov 24, 2021	SELL	$27.82 - $29.99 $1,224 - $1,319	-44 Reduced 14.06%	269 $8,000
Q2 2021 Jul 30, 2021	SELL	$28.78 - $30.88 $10,332 - $11,085	-359 Reduced 53.42%	313 $9,000
Q1 2021 Apr 29, 2021	SELL	$28.51 - $31.18 $68,595 - $75,019	-2,406 Reduced 78.17%	672 $20,000
Q4 2020 Jan 15, 2021	BUY	$24.12 - $28.44 $22,093 - $26,051	916 Added 42.37%	3,078 $87,000
Q3 2020 Oct 21, 2020	BUY	$23.08 - $25.33 $11,816 - $12,968	512 Added 31.03%	2,162 $52,000
Q2 2020 Jul 10, 2020	BUY	$18.49 - $23.62 $10,946 - $13,983	592 Added 55.95%	1,650 $37,000
Q1 2020 Apr 15, 2020	BUY	$17.33 - $27.03 $18,335 - $28,597	1,058 New	1,058 $20,000

Others Institutions Holding DGRE

# of Institutions

Shares Held

3.7M

Call Options Held

Put Options Held

One Capital Management, LLC Westlake Village, CA

1.25M
Shares

$31.6 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

$7.97 Million
0.16% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

286K
Shares

$7.22 Million
2.84% of portfolio
Simpli Fi, Inc.

196K
Shares

$4.94 Million
2.47% of portfolio

View Full List

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