Latest Institutional Purchases of Wisdomtree Europe Hedged Equit (HEDJ)
This list provides information on the latest institutional transactions involving Wisdomtree Europe Hedged Equit (HEDJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
99+ 29.82% |
$3.71K - $4.26K
|
431
$18.6K
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
63+ 0.32% |
$2.36K - $2.71K
|
20K
$865K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.36% |
$112 - $129
|
837
$36.2K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1New |
$37.5 - $43
|
1
$43.3
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
72K+ 100.0% |
$2.79M - $6.04M
|
144K
$6.23M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
56.1K+ 100.0% |
$2.18M - $4.71M
|
112K
$4.85M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18K+ 66.36% |
$699K - $1.51M
|
45.2K
$1.95M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
12.1K+ 100.01% |
$469K - $1.02M
|
24.2K
$1.05M
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.7KNew |
$338K - $730K
|
8.7K
$376K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.45K+ 94.76% |
$289K - $626K
|
15.3K
$663K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.17KNew |
$278K - $601K
|
7.17K
$310K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.12KNew |
$276K - $598K
|
7.12K
$308K
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
7.05K+ 90.96% |
$273K - $591K
|
14.8K
$640K
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.6KNew |
$217K - $470K
|
5.6K
$242K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.22K+ 100.0% |
$203K - $438K
|
10.4K
$452K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.58K+ 90.17% |
$178K - $385K
|
9.67K
$418K
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
4.01K+ 100.0% |
$156K - $337K
|
8.02K
$347K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.01K+ 100.0% |
$155K - $336K
|
8.01K
$347K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.15K+ 100.0% |
$122K - $264K
|
6.3K
$273K
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
3K+ 100.0% |
$116K - $252K
|
6K
$260K
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.77K+ 100.0% |
$107K - $232K
|
5.54K
$240K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.18K+ 91.59% |
$84.5K - $183K
|
4.56K
$197K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2K+ 100.0% |
$77.6K - $168K
|
4K
$173K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
2K+ 100.0% |
$77.6K - $168K
|
4K
$173K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.14K+ 79.32% |
$44K - $95.3K
|
2.57K
$111K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.08K+ 148.28% |
$41.7K - $90.2K
|
1.8K
$77.9K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
700+ 233.33% |
$27.2K - $58.8K
|
1K
$43.3K
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
511+ 100.0% |
$19.8K - $42.9K
|
1.02K
$44.2K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
496+ 100.0% |
$19.2K - $41.6K
|
992
$42.9K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
466+ 1370.59% |
$18.1K - $39.1K
|
500
$21.6K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
438+ 100.0% |
$17K - $36.8K
|
876
$37.9K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
425+ 100.0% |
$16.5K - $35.7K
|
850
$36.8K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
413+ 100.24% |
$16K - $34.7K
|
825
$35.7K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
362+ 100.0% |
$14K - $30.4K
|
724
$31.3K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
356+ 100.0% |
$13.8K - $29.9K
|
712
$30.8K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
352+ 100.0% |
$13.7K - $29.5K
|
704
$30.5K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
266+ 100.0% |
$10.3K - $22.3K
|
532
$23K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
225+ 100.0% |
$8.73K - $18.9K
|
450
$19.5K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 100.0% |
$7.76K - $16.8K
|
400
$17.3K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
191+ 100.0% |
$7.41K - $16K
|
382
$16.5K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
169+ 100.0% |
$6.56K - $14.2K
|
338
$14.6K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
160+ 100.0% |
$6.21K - $13.4K
|
320
$13.8K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
109+ 100.0% |
$4.23K - $9.15K
|
218
$9.43K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
62+ 100.0% |
$2.41K - $5.2K
|
124
$5.37K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44New |
$1.71K - $3.69K
|
44
$1.9K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 100.0% |
$1.67K - $3.61K
|
86
$3.72K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
39+ 100.0% |
$1.51K - $3.27K
|
78
$3.38K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 100.0% |
$970 - $2.1K
|
50
$2.16K
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
13+ 13.4% |
$505 - $1.09K
|
110
$4.76K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
25.9K+ 24.05% |
$2.05M - $2.17M
|
133K
$5.77M
|