Latest Institutional Transactions on Wisdomtree Tr Emerging Mkts Qu (DGRE)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Emerging Mkts Qu (DGRE) 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
198New |
$4.87K - $5.25K
|
198
$4.83K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.05K- 33.39% |
$75.1K - $80.8K
|
6.08K
$149K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-301- 91.77% |
$7.41K - $7.97K
|
27
$659
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$24.6K - $26.5K
|
1K
$24.4K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
694New |
$17.1K - $18.4K
|
694
$16.9K
|
|
Q1 2024 | |||||||
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.13KNew |
$169K - $184K
|
7.13K
$174K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
150New |
$3.55K - $3.87K
|
150
$3.66K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.2KNew |
$478K - $520K
|
20.2K
$493K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 13.33% |
$4.74K - $5.15K
|
1.7K
$41.5K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
792+ 682.76% |
$16.8K - $19.5K
|
908
$22.2K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.42K- 99.88% |
$72.7K - $84K
|
4
$97.6
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
210+ 26.25% |
$4.65K - $5.01K
|
1.01K
$24.7K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-410Closed |
$9.08K - $9.77K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
86New |
$1.9K - $2.05K
|
86
$2.1K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 21.76% |
$241K - $260K
|
39.1K
$955K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-451- 44.7% |
$9.99K - $10.8K
|
558
$13.6K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16New |
$354 - $381
|
16
$391
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
8+ 0.64% |
$174 - $188
|
1.27K
$30.9K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18+ 0.8% |
$392 - $422
|
2.28K
$55.5K
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
Capital Management Corp
|
BUY
|
- |
9.01KNew |
$192K - $214K
|
9.01K
$220K
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
54KNew |
$1.15M - $1.28M
|
54K
$1.32M
|
|
Q4 2022 | |||||||
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.8KNew |
$581K - $679K
|
30.8K
$753K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.36K+ 46.43% |
$63.2K - $74K
|
10.6K
$258K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6New |
$113 - $132
|
6
$146
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
28.1KNew |
$623K - $751K
|
28.1K
$686K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-134Closed |
$2.97K - $3.58K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31.2K- 58.35% |
$692K - $833K
|
22.3K
$543K
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-16.9KClosed |
$375K - $452K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-8.01KClosed |
$178K - $214K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-154- 20.18% |
$3.42K - $4.11K
|
609
$14.9K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-10.4KClosed |
$230K - $277K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6+ 4.48% |
$133 - $160
|
140
$3.42K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-9.74KClosed |
$216K - $260K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-17.3KClosed |
$384K - $462K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.73KClosed |
$171K - $206K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15Closed |
$333 - $401
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-150Closed |
$3.65K - $4.32K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.13KClosed |
$85.4K - $89.7K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.18KClosed |
$32.7K - $35.3K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-10.5KClosed |
$291K - $314K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-2.87KClosed |
$82.5K - $88.5K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
1New |
$28.5 - $31.2
|
1
$24.4
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-413Closed |
$11.8K - $12.9K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-97Closed |
$2.34K - $2.76K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-43Closed |
$992 - $1.09K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.36KClosed |
$31.5K - $34.6K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4KClosed |
$92.3K - $101K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30.7KClosed |
$708K - $777K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.4KClosed |
$25.9K - $33.1K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-30- 19.35% |
$520 - $811
|
125
$3.05K
|