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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.97KNew |
$299K - $343K
|
7.97K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-226- 7.32% |
$8.47K - $9.72K
|
2.86K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
362+ 2.73% |
$13.6K - $15.6K
|
13.6K
$659K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.38KNew |
$239K - $275K
|
6.38K
$308K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
63+ 0.32% |
$2.36K - $2.71K
|
20K
$966K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.87KNew |
$182K - $209K
|
4.87K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
600+ 300.0% |
$22.5K - $25.8K
|
800
$38.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-782- 33.39% |
$29.3K - $33.6K
|
1.56K
$75.4K
|
|
| Q3 2023 | |||||||
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
169+ 100.0% |
$6.56K - $14.2K
|
338
$16.3K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2K+ 100.0% |
$77.6K - $168K
|
4K
$193K
|
|
|
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
$34K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.17KNew |
$278K - $601K
|
7.17K
$346K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
39+ 100.0% |
$1.51K - $3.27K
|
78
$3.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
56.1K+ 100.0% |
$2.18M - $4.71M
|
112K
$5.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
438+ 100.0% |
$17K - $36.8K
|
876
$42.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.58K+ 90.17% |
$178K - $385K
|
9.67K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.12KNew |
$276K - $598K
|
7.12K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.6KNew |
$217K - $470K
|
5.6K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.14K+ 79.32% |
$44K - $95.3K
|
2.57K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.22K+ 100.0% |
$203K - $438K
|
10.4K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.45K+ 94.76% |
$289K - $626K
|
15.3K
$740K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
466+ 1370.59% |
$18.1K - $39.1K
|
500
$24.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44New |
$1.71K - $3.69K
|
44
$2.13K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.7KNew |
$338K - $730K
|
8.7K
$420K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
356+ 100.0% |
$13.8K - $29.9K
|
712
$34.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 100.0% |
$970 - $2.1K
|
50
$2.42K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
2K+ 100.0% |
$77.6K - $168K
|
4K
$193K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18K+ 66.36% |
$699K - $1.51M
|
45.2K
$2.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.08K+ 148.28% |
$41.7K - $90.2K
|
1.8K
$87K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
225+ 100.0% |
$8.73K - $18.9K
|
450
$21.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
425+ 100.0% |
$16.5K - $35.7K
|
850
$41.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 100.0% |
$1.67K - $3.61K
|
86
$4.16K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
109+ 100.0% |
$4.23K - $9.15K
|
218
$10.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
3K+ 100.0% |
$116K - $252K
|
6K
$290K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.76K- 52.22% |
$301K - $651K
|
7.1K
$343K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
496+ 100.0% |
$19.2K - $41.6K
|
992
$47.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
72K+ 100.0% |
$2.79M - $6.04M
|
144K
$6.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
13+ 13.4% |
$505 - $1.09K
|
110
$5.32K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
362+ 100.0% |
$14K - $30.4K
|
724
$35K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
511+ 100.0% |
$19.8K - $42.9K
|
1.02K
$49.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 100.0% |
$7.76K - $16.8K
|
400
$19.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
12.1K+ 100.01% |
$469K - $1.02M
|
24.2K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
191+ 100.0% |
$7.41K - $16K
|
382
$18.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
160+ 100.0% |
$6.21K - $13.4K
|
320
$15.5K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
413+ 100.24% |
$16K - $34.7K
|
825
$39.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
7.05K+ 90.96% |
$273K - $591K
|
14.8K
$715K
|
|
| 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
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
25.9K+ 24.05% |
$2.05M - $2.17M
|
133K
$6.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33- 0.32% |
$2.61K - $2.77K
|
10.4K
$501K
|
|