Purchases and Sales Made in Q1 2024 in Wisdomtree Tr (EUDG)
This table provides information about the institutional ownership of Wisdomtree Tr (EUDG) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.7K+ 22.49% |
$1.07M - $1.14M
|
189K
$5.71M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.9K+ 1118.76% |
$335K - $357K
|
11.8K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.31KNew |
$287K - $306K
|
9.31K
$282K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.59K+ 53.62% |
$265K - $283K
|
24.6K
$744K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.15KNew |
$252K - $268K
|
8.15K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.93KNew |
$245K - $261K
|
7.93K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.92K+ 15.52% |
$121K - $129K
|
29.2K
$883K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.47K+ 4.13% |
$76.1K - $81.1K
|
62.2K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.38K+ 65.28% |
$73.4K - $78.2K
|
6.02K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.97KNew |
$60.9K - $64.9K
|
1.97K
$59.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.9K+ 0.64% |
$58.6K - $62.4K
|
297K
$8.99M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
504+ 3.54% |
$15.6K - $16.6K
|
14.7K
$445K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
381+ 0.64% |
$11.8K - $12.5K
|
59.7K
$1.81M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
224New |
$6.91K - $7.37K
|
224
$6.77K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.03% |
$92.6 - $98.7
|
9.17K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$30.9 - $32.9
|
2
$60.5
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-127- 1.11% |
$3.92K - $4.18K
|
11.3K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136- 5.25% |
$4.2K - $4.47K
|
2.45K
$74.2K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-208- 2.77% |
$6.42K - $6.84K
|
7.29K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-447- 0.9% |
$13.8K - $14.7K
|
49.1K
$1.48M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-613- 7.76% |
$18.9K - $20.2K
|
7.29K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-626- 4.36% |
$19.3K - $20.6K
|
13.7K
$415K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-709- 2.03% |
$21.9K - $23.3K
|
34.2K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-796- 6.31% |
$24.6K - $26.2K
|
11.8K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.3K- 4.35% |
$40.2K - $42.8K
|
28.6K
$866K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.49K- 4.07% |
$46K - $49K
|
35.1K
$1.06M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.7K- 16.02% |
$52.5K - $55.9K
|
8.91K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.79K- 5.5% |
$55.1K - $58.7K
|
30.7K
$928K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.58K- 5.65% |
$110K - $118K
|
59.7K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.58K- 5.65% |
$110K - $118K
|
59.7K
$1.81M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.75K- 3.78% |
$177K - $189K
|
146K
$4.42M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.84K- 3.98% |
$180K - $192K
|
141K
$4.26M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.6K- 70.68% |
$482K - $514K
|
6.48K
$196K
|