Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Emerging Mkts Qu (DGRE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Qu (DGRE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323K+ 369.01% |
$6.86M - $7.93M
|
410K
$10.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
240KNew |
$5.12M - $5.91M
|
240K
$6.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
102KNew |
$2.16M - $2.5M
|
102K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
60.9KNew |
$1.3M - $1.5M
|
60.9K
$1.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.1K+ 41.18% |
$726K - $839K
|
117K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.2K+ 152.21% |
$600K - $693K
|
46.7K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
19.3K+ 8.05% |
$410K - $474K
|
259K
$6.54M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.1KNew |
$363K - $419K
|
17.1K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8KNew |
$357K - $412K
|
16.8K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5K+ 60.6% |
$288K - $333K
|
35.9K
$907K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
10.4KNew |
$220K - $255K
|
10.4K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9.13KNew |
$194K - $225K
|
9.13K
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.57K+ 2.56% |
$161K - $186K
|
303K
$7.67M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.28K+ 16.62% |
$112K - $130K
|
37K
$937K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 3.91% |
$26.9K - $31.1K
|
33.6K
$850K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.06KNew |
$22.6K - $26.1K
|
1.06K
$26.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
792+ 682.76% |
$16.8K - $19.5K
|
908
$23K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
654+ 2.91% |
$13.9K - $16.1K
|
23.1K
$585K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
624New |
$13.3K - $15.3K
|
624
$15.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
560+ 5.76% |
$11.9K - $13.8K
|
10.3K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
542+ 5.61% |
$11.5K - $13.3K
|
10.2K
$258K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
411+ 0.82% |
$8.74K - $10.1K
|
50.5K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
163+ 90.06% |
$3.47K - $4.01K
|
344
$8.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
103+ 0.55% |
$2.19K - $2.53K
|
18.9K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
101New |
$2.15K - $2.48K
|
101
$2.55K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 0.08% |
$447 - $516
|
25.6K
$647K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-42- 0.84% |
$893 - $1.03K
|
4.95K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-53- 17.1% |
$1.13K - $1.3K
|
257
$6.5K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-280- 2.26% |
$5.96K - $6.88K
|
12.1K
$306K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-811- 76.29% |
$17.2K - $19.9K
|
252
$6.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-926- 2.44% |
$19.7K - $22.8K
|
37K
$937K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.13K- 8.47% |
$24K - $27.8K
|
12.2K
$309K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.42K- 99.88% |
$72.7K - $84K
|
4
$101
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.6K- 15.26% |
$76.6K - $88.5K
|
20K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.73K- 4.49% |
$122K - $141K
|
122K
$3.08M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.37K- 0.48% |
$136K - $157K
|
1.31M
$33.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-57.9K- 59.36% |
$1.23M - $1.42M
|
39.6K
$1M
|