Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Emerging Mkts Qu (DGRE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Qu (DGRE) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EMERGING MKTS QU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
78.6K+ 7.76% |
$1.68M - $1.87M
|
1.09M
$28.1M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
54KNew |
$1.15M - $1.28M
|
54K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50.2KNew |
$1.07M - $1.19M
|
50.2K
$1.29M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
41.5K+ 25.04% |
$885K - $986K
|
207K
$5.33M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$338K - $377K
|
15.9K
$408K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$319K - $355K
|
14.9K
$385K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.4KNew |
$244K - $272K
|
11.4K
$294K
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
BUY
|
- |
9.01KNew |
$192K - $214K
|
9.01K
$232K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.9KNew |
$190K - $212K
|
8.9K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.95K+ 6.82% |
$148K - $165K
|
109K
$2.8M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.81K+ 2.71% |
$124K - $138K
|
220K
$5.66M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.19K+ 16.05% |
$111K - $123K
|
37.5K
$966K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.01K+ 8.42% |
$107K - $119K
|
64.5K
$1.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 14.73% |
$90.4K - $101K
|
33K
$849K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.26KNew |
$48.2K - $53.7K
|
2.26K
$58.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2K+ 35.19% |
$42.7K - $47.6K
|
7.68K
$198K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.86K+ 11.58% |
$39.7K - $44.3K
|
17.9K
$461K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.7KNew |
$36.3K - $40.4K
|
1.7K
$43.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.33K+ 55.2% |
$28.3K - $31.6K
|
3.73K
$96.1K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
828New |
$17.7K - $19.7K
|
828
$21.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
434+ 52.61% |
$9.26K - $10.3K
|
1.26K
$32.4K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
384New |
$8.19K - $9.13K
|
384
$9.88K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
350+ 2.94% |
$7.47K - $8.32K
|
12.2K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
312+ 2.43% |
$6.66K - $7.42K
|
13.2K
$339K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
205+ 1.1% |
$4.37K - $4.87K
|
18.9K
$487K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 0.05% |
$299 - $333
|
25.5K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.23K- 4.36% |
$26.2K - $29.2K
|
27K
$694K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.07K- 68.29% |
$172K - $192K
|
3.75K
$96.5K
|