Latest Institutional Transactions on Wisdomtree Europe Hedged Equit (HEDJ)
This table provides information on the latest institutional transactions involving Wisdomtree Europe Hedged Equit (HEDJ) 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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
169+ 100.0% |
$6.56K - $14.2K
|
338
$14.5K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2K+ 100.0% |
$77.6K - $168K
|
4K
$172K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.02KClosed |
$117K - $253K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
352+ 100.0% |
$13.7K - $29.5K
|
704
$30.3K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.17KNew |
$278K - $601K
|
7.17K
$308K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
39+ 100.0% |
$1.51K - $3.27K
|
78
$3.36K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.18K+ 91.59% |
$84.5K - $183K
|
4.56K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
56.1K+ 100.0% |
$2.18M - $4.71M
|
112K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
4.01K+ 100.0% |
$156K - $337K
|
8.02K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.01K+ 100.0% |
$155K - $336K
|
8.01K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
438+ 100.0% |
$17K - $36.8K
|
876
$37.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
466+ 1370.59% |
$18.1K - $39.1K
|
500
$21.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.15K+ 100.0% |
$122K - $264K
|
6.3K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.14K+ 79.32% |
$44K - $95.3K
|
2.57K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.22K+ 100.0% |
$203K - $438K
|
10.4K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.45K+ 94.76% |
$289K - $626K
|
15.3K
$659K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.12KNew |
$276K - $598K
|
7.12K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.58K+ 90.17% |
$178K - $385K
|
9.67K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
700+ 233.33% |
$27.2K - $58.8K
|
1K
$43K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.6KNew |
$217K - $470K
|
5.6K
$241K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.7KNew |
$338K - $730K
|
8.7K
$374K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44New |
$1.71K - $3.69K
|
44
$1.89K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
356+ 100.0% |
$13.8K - $29.9K
|
712
$30.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
2K+ 100.0% |
$77.6K - $168K
|
4K
$172K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 100.0% |
$970 - $2.1K
|
50
$2.15K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18K+ 66.36% |
$699K - $1.51M
|
45.2K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
225+ 100.0% |
$8.73K - $18.9K
|
450
$19.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.08K+ 148.28% |
$41.7K - $90.2K
|
1.8K
$77.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 100.0% |
$1.67K - $3.61K
|
86
$3.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
266+ 100.0% |
$10.3K - $22.3K
|
532
$22.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
425+ 100.0% |
$16.5K - $35.7K
|
850
$36.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
3K+ 100.0% |
$116K - $252K
|
6K
$258K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
109+ 100.0% |
$4.23K - $9.15K
|
218
$9.38K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
62+ 100.0% |
$2.41K - $5.2K
|
124
$5.34K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.76K- 52.22% |
$301K - $651K
|
7.1K
$305K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
496+ 100.0% |
$19.2K - $41.6K
|
992
$42.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
72K+ 100.0% |
$2.79M - $6.04M
|
144K
$6.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.77K+ 100.0% |
$107K - $232K
|
5.54K
$238K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
362+ 100.0% |
$14K - $30.4K
|
724
$31.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
13+ 13.4% |
$505 - $1.09K
|
110
$4.73K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
511+ 100.0% |
$19.8K - $42.9K
|
1.02K
$44K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 100.0% |
$7.76K - $16.8K
|
400
$17.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
12.1K+ 100.01% |
$469K - $1.02M
|
24.2K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
191+ 100.0% |
$7.41K - $16K
|
382
$16.4K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
413+ 100.24% |
$16K - $34.7K
|
825
$35.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
160+ 100.0% |
$6.21K - $13.4K
|
320
$13.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
7.05K+ 90.96% |
$273K - $591K
|
14.8K
$636K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-8.9K- 57.79% |
$704K - $746K
|
6.5K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
25.9K+ 24.05% |
$2.05M - $2.17M
|
133K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.68KNew |
$291K - $309K
|
3.68K
$158K
|
|