Purchases and Sales Made in Q1 2023 in Wisdomtree Tr (EUDG)
This table provides information about the institutional ownership of Wisdomtree Tr (EUDG) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.6K+ 8.85% |
$923K - $1.01M
|
413K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
31.1K+ 163.35% |
$854K - $937K
|
50.1K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$357K - $392K
|
13K
$393K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$306K - $335K
|
11.1K
$336K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$288K - $316K
|
10.5K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.29KNew |
$200K - $220K
|
7.29K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.35K+ 112.44% |
$175K - $192K
|
12K
$363K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.08K+ 3.67% |
$140K - $153K
|
144K
$4.34M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.47K+ 45.46% |
$123K - $135K
|
14.3K
$432K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.34K+ 26.57% |
$119K - $131K
|
20.7K
$625K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.24K+ 12.93% |
$89.2K - $97.8K
|
28.3K
$857K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.28K+ 30.75% |
$62.6K - $68.7K
|
9.69K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.27K+ 1.48% |
$62.3K - $68.4K
|
155K
$4.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
634New |
$17.4K - $19.1K
|
634
$19.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
373+ 6.29% |
$10.3K - $11.2K
|
6.3K
$191K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
153+ 0.61% |
$4.21K - $4.61K
|
25.4K
$769K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
150New |
$4.12K - $4.52K
|
150
$4.54K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
60+ 0.31% |
$1.65K - $1.81K
|
19.2K
$581K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
39+ 0.43% |
$1.07K - $1.18K
|
9.12K
$276K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.05% |
$137 - $151
|
9.15K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-75- 3.61% |
$2.06K - $2.26K
|
2K
$60.5K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-126- 5.33% |
$3.46K - $3.8K
|
2.24K
$67.6K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-167- 1.8% |
$4.59K - $5.04K
|
9.12K
$276K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-257- 1.74% |
$7.06K - $7.75K
|
14.5K
$438K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-350- 2.22% |
$9.62K - $10.6K
|
15.4K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-450- 0.63% |
$12.4K - $13.6K
|
70.5K
$2.13M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-548- 8.45% |
$15.1K - $16.5K
|
5.93K
$179K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-574- 27.36% |
$15.8K - $17.3K
|
1.52K
$46.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-5.73K- 11.56% |
$158K - $173K
|
43.9K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-42.2K- 9.37% |
$1.16M - $1.27M
|
408K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-45.7K- 59.72% |
$1.26M - $1.38M
|
30.8K
$932K
|