Purchases and Sales Made in Q2 2023 in Wisdomtree Emerging Local Debt (ELD)
This table provides information about the institutional ownership of Wisdomtree Emerging Local Debt (ELD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
346K+ 1348.87% |
$9.24M - $9.63M
|
372K
$9.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
69.7KNew |
$1.86M - $1.94M
|
69.7K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.1K+ 19.42% |
$1.02M - $1.06M
|
235K
$6.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 247.6% |
$564K - $588K
|
29.6K
$783K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.75K+ 5.42% |
$154K - $160K
|
112K
$2.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.97K+ 0.74% |
$52.7K - $54.9K
|
269K
$7.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.67KNew |
$44.6K - $46.5K
|
1.67K
$44.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.67KNew |
$44.6K - $46.5K
|
1.67K
$44.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.5KNew |
$40.1K - $41.8K
|
1.5K
$39.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.31K+ 0.31% |
$35K - $36.5K
|
428K
$11.3M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.31K+ 0.31% |
$35K - $36.5K
|
428K
$11.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
731+ 9.78% |
$19.5K - $20.4K
|
8.2K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
682New |
$18.2K - $19K
|
682
$18K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
425+ 5.43% |
$11.4K - $11.8K
|
8.25K
$218K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
93New |
$2.48K - $2.59K
|
93
$2.46K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 1.25% |
$347 - $362
|
1.06K
$27.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13New |
$347 - $362
|
13
$343
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$26.7 - $27.8
|
1
$26.4
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.37% |
$26.7 - $27.8
|
272
$7.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.08% |
$26.7 - $27.8
|
1.27K
$33.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16Closed |
$427 - $445
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-47- 0.31% |
$1.26K - $1.31K
|
15.3K
$404K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-59- 20.63% |
$1.58K - $1.64K
|
227
$6K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-60- 0.64% |
$1.6K - $1.67K
|
9.36K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-130- 0.21% |
$3.47K - $3.62K
|
61.4K
$1.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-181- 6.9% |
$4.83K - $5.04K
|
2.44K
$64.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-488- 52.42% |
$13K - $13.6K
|
443
$11.7K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-594- 41.22% |
$15.9K - $16.5K
|
847
$22.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-674- 2.97% |
$18K - $18.8K
|
22K
$582K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-778- 5.26% |
$20.8K - $21.7K
|
14K
$370K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-873- 7.72% |
$23.3K - $24.3K
|
10.4K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 7.03% |
$35.1K - $36.6K
|
17.4K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.7K- 7.17% |
$45.4K - $47.4K
|
22K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.47K- 6.1% |
$146K - $152K
|
84.2K
$2.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-12.8K- 2.67% |
$342K - $357K
|
467K
$12.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-173KClosed |
$4.62M - $4.81M
|
0
$0
|