Purchases and Sales Made in Q1 2025 in Wisdomtree Emerging Local Debt (ELD)
This table provides information about the institutional ownership of Wisdomtree Emerging Local Debt (ELD) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE EMERGING LOCAL DEBT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.7K+ 103680.0% |
$524K - $556K
|
20.8K
$586K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10.9K+ 11.93% |
$276K - $293K
|
102K
$2.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.49K+ 2.08% |
$215K - $228K
|
417K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.99KNew |
$202K - $214K
|
7.99K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.16K+ 2.1% |
$130K - $138K
|
251K
$7.09M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
733+ 23.11% |
$18.5K - $19.7K
|
3.91K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
506+ 2.99% |
$12.8K - $13.6K
|
17.4K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
445+ 7.69% |
$11.2K - $11.9K
|
6.23K
$176K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434+ 104.33% |
$11K - $11.6K
|
850
$24K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
249+ 2.1% |
$6.29K - $6.68K
|
12.1K
$342K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
212+ 1.97% |
$5.36K - $5.68K
|
10.9K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167New |
$4.22K - $4.48K
|
167
$4.72K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
136+ 1.57% |
$3.44K - $3.65K
|
8.82K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
100+ 0.51% |
$2.53K - $2.68K
|
19.7K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
94+ 7.99% |
$2.38K - $2.52K
|
1.27K
$35.9K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
59New |
$1.49K - $1.58K
|
59
$1.67K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
28New |
$708 - $751
|
28
$791
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 7.88% |
$581 - $617
|
315
$8.9K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 1.46% |
$126 - $134
|
347
$9.8K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 10.0% |
$25.3 - $26.8
|
11
$311
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.36% |
$25.3 - $26.8
|
280
$7.91K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-6- 0.04% |
$152 - $161
|
13.5K
$380K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-12- 3.08% |
$303 - $322
|
378
$10.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-35- 0.39% |
$884 - $938
|
9.05K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130- 36.01% |
$3.29K - $3.49K
|
231
$6.52K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-425- 50.0% |
$10.7K - $11.4K
|
425
$12K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-991- 11.15% |
$25K - $26.6K
|
7.9K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.21K- 26.87% |
$30.7K - $32.5K
|
3.3K
$93.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.54K- 1.41% |
$39K - $41.3K
|
108K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.91K- 45.89% |
$73.6K - $78.1K
|
3.44K
$97K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.14K- 28.01% |
$130K - $138K
|
13.2K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.62K- 14.4% |
$243K - $258K
|
57.2K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.5K- 12.32% |
$365K - $387K
|
103K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.7K- 24.93% |
$370K - $393K
|
44.1K
$1.25M
|