Latest Institutional Transactions on Wisdomtree Emerging Local Debt (ELD)
This table provides information on the latest institutional transactions involving Wisdomtree Emerging Local Debt (ELD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.02KClosed |
$217K - $243K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14K+ 155.09% |
$380K - $426K
|
23.1K
$604K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-10.5KClosed |
$283K - $317K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-73.6KClosed |
$1.99M - $2.23M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.64K- 43.71% |
$71.4K - $80K
|
3.4K
$88.8K
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.2KClosed |
$330K - $353K
|
0
$0
|
|
Q2 2021 | |||||||
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-190Closed |
$6.11K - $6.36K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-582Closed |
$18.7K - $19.5K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20New |
$643 - $670
|
20
$523
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.31KClosed |
$139K - $144K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.07KClosed |
$195K - $203K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-13.4KClosed |
$430K - $448K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.88KClosed |
$92.6K - $96.3K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-81.3KClosed |
$2.62M - $2.72M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.28KNew |
$298K - $311K
|
9.28K
$242K
|
|
Q1 2021 | |||||||
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
296New |
$9.38K - $10.3K
|
296
$7.73K
|
|
May 13, 2021
Q1 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-1.54KClosed |
$48.8K - $53.7K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-40Closed |
$1.27K - $1.39K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-310- 22.55% |
$9.82K - $10.8K
|
1.07K
$27.8K
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
SELL
|
- |
-6.15KClosed |
$195K - $214K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 03, 2021
Q4 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-10Closed |
$318 - $349
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.3KClosed |
$73.1K - $80.3K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-405Closed |
$12.7K - $13.4K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-17.9KClosed |
$564K - $595K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Pictet North America Advisors Sa
|
SELL
|
- |
-291KClosed |
$9.14M - $9.63M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-291KClosed |
$9.14M - $9.63M
|
0
$0
|
|
Q2 2020 | |||||||
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-2.12KClosed |
$60.5K - $70.6K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-49Closed |
$1.4K - $1.63K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-125KClosed |
$3.58M - $4.17M
|
0
$0
|
|
Q1 2020 | |||||||
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-83.4KClosed |
$2.28M - $3M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.92KClosed |
$162K - $213K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.81KClosed |
$159K - $209K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
High Mark Wealth Management LLC
|
SELL
|
- |
-113Closed |
$3.09K - $4.07K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-231Closed |
$6.32K - $8.31K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.75KClosed |
$157K - $207K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.63KClosed |
$181K - $239K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7.04KClosed |
$242K - $253K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
S.A. Mason LLC
|
BUY
|
- |
1.7KNew |
$58.2K - $60.9K
|
1.7K
$44.3K
|
|
Q3 2019 | |||||||
Oct 31, 2019
Q3 2019
|
Private Ocean, LLC
|
SELL
|
- |
-2.19KClosed |
$75.3K - $76.5K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-145Closed |
$4.99K - $5.07K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 15, 2019
Q2 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-283Closed |
N/A
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6Closed |
N/A
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-776Closed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-126Closed |
N/A
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-35- 1.96% |
N/A
|
1.75K
$45.7K
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-650Closed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
N/A
|
1
$26.1
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-887Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Apr 29, 2019
Q1 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|