Purchases and Sales Made in Q1 2024 in Wisdomtree Emerging Local Debt (ELD)
This table provides information about the institutional ownership of Wisdomtree Emerging Local Debt (ELD) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE EMERGING LOCAL DEBT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
43K+ 91.49% |
$1.17M - $1.2M
|
90K
$2.33M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.7K+ 19.67% |
$537K - $552K
|
120K
$3.1M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
16.5K+ 35.09% |
$449K - $462K
|
63.5K
$1.64M
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
16.3K+ 4.08% |
$445K - $457K
|
416K
$10.8M
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1K+ 383.47% |
$356K - $366K
|
16.5K
$426K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.06KNew |
$247K - $253K
|
9.06K
$234K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.61KNew |
$207K - $213K
|
7.61K
$197K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.1K+ 71.31% |
$193K - $199K
|
17.1K
$441K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.91K+ 72.19% |
$188K - $193K
|
16.5K
$426K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5K+ 49.3% |
$136K - $140K
|
15.1K
$392K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.57K+ 49.87% |
$124K - $128K
|
13.7K
$355K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.27K+ 4.28% |
$89K - $91.4K
|
79.6K
$2.06M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.27K+ 4.28% |
$89K - $91.4K
|
79.6K
$2.06M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.36K+ 0.54% |
$37.1K - $38.1K
|
253K
$6.54M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.33K+ 167.42% |
$36.1K - $37.1K
|
2.12K
$54.8K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
540+ 6.61% |
$14.7K - $15.1K
|
8.7K
$225K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
473+ 10.22% |
$12.9K - $13.2K
|
5.1K
$132K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$5.45K - $5.6K
|
200
$5.17K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100New |
$2.72K - $2.8K
|
100
$2.59K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
54+ 0.68% |
$1.47K - $1.51K
|
7.95K
$206K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
30+ 3000.0% |
$817 - $839
|
31
$802
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 1.26% |
$381 - $392
|
1.13K
$29.2K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7New |
$191 - $196
|
7
$181
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5+ 9.09% |
$136 - $140
|
60
$1.55K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.36% |
$27.2 - $28
|
275
$7.11K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$27.2 - $28
|
1
$25.9
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 0.08% |
$109 - $112
|
5.1K
$132K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40- 14.93% |
$1.09K - $1.12K
|
228
$5.9K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133- 10.9% |
$3.62K - $3.72K
|
1.09K
$28.1K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-386- 18.79% |
$10.5K - $10.8K
|
1.67K
$43.1K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.04K- 93.18% |
$28.3K - $29.1K
|
76
$1.97K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.15K- 6.47% |
$31.4K - $32.2K
|
16.7K
$431K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.18K- 7.23% |
$32.2K - $33K
|
15.1K
$392K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.93K- 66.93% |
$79.8K - $82K
|
1.45K
$37.4K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.26K- 3.94% |
$88.9K - $91.3K
|
79.6K
$2.06M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.56K- 21.31% |
$96.9K - $99.6K
|
13.1K
$340K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.21K- 34.96% |
$115K - $118K
|
7.83K
$202K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-30.8K- 36.4% |
$838K - $861K
|
53.8K
$1.39M
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-99.5K- 44.74% |
$2.71M - $2.78M
|
123K
$3.18M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-287K- 87.0% |
$7.8M - $8.02M
|
42.8K
$1.11M
|