Latest Institutional Transactions on Wisdomtree Tr (EUDG)
This table provides information on the latest institutional transactions involving Wisdomtree Tr (EUDG) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.91K- 14.04% |
$53.9K - $59.6K
|
11.7K
$408K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
25.6K+ 6.28% |
$763K - $811K
|
434K
$15.1M
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
150New |
$4.12K - $4.52K
|
150
$5.24K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
634New |
$17.4K - $19.1K
|
634
$22.1K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 26.67% |
$4.62K - $5.66K
|
950
$33.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.53K- 23.56% |
$58.4K - $71.6K
|
8.21K
$287K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
2.45KNew |
$56.5K - $69.2K
|
2.45K
$85.5K
|
|
| Q3 2022 | |||||||
|
May 19, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-50Closed |
$1.13K - $1.39K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.06K- 9.41% |
$46.6K - $57.4K
|
19.9K
$694K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.3K- 43.84% |
$218K - $263K
|
10.6K
$371K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
559New |
$14.7K - $17.7K
|
559
$19.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2New |
$52.6 - $63.3
|
2
$69.9
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
7.81K+ 21.94% |
$205K - $247K
|
43.4K
$1.52M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-119Closed |
$3.13K - $3.77K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-29.7KClosed |
$780K - $939K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
47New |
$1.24K - $1.49K
|
47
$1.64K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.2KClosed |
$1.57M - $1.91M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
78+ 0.93% |
$2.5K - $2.69K
|
8.5K
$297K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12.6KClosed |
$397K - $439K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
600New |
$19K - $21K
|
600
$21K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.51KClosed |
$39.2K - $46.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
BUY
|
- |
794New |
$20.5K - $22.7K
|
794
$27.7K
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.52KClosed |
$90.9K - $101K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.5KClosed |
$95.2K - $118K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.08KClosed |
$65.1K - $80.9K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Capital Management Corp
|
SELL
|
- |
-3.27K- 23.75% |
$69.2K - $86.1K
|
10.5K
$367K
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.6KClosed |
$626K - $779K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-35Closed |
$662 - $999
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Norway Savings Bank
|
SELL
|
- |
-157Closed |
$2.97K - $4.48K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
559New |
$13.9K - $14.3K
|
559
$19.5K
|
|
| Q2 2019 | |||||||
|
Aug 01, 2019
Q2 2019
|
Advisory Services Network, LLC
|
SELL
|
- |
-950Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 20, 2018
Q2 2018
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.77KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$34.9
|
|