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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
356+ 100.0% |
$13.8K - $29.9K
|
712
$34.9K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
352+ 100.0% |
$13.7K - $29.5K
|
704
$34.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
266+ 100.0% |
$10.3K - $22.3K
|
532
$26.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
225+ 100.0% |
$8.73K - $18.9K
|
450
$22.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 100.0% |
$7.76K - $16.8K
|
400
$19.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
191+ 100.0% |
$7.41K - $16K
|
382
$18.7K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
169+ 100.0% |
$6.56K - $14.2K
|
338
$16.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
160+ 100.0% |
$6.21K - $13.4K
|
320
$15.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
109+ 100.0% |
$4.23K - $9.15K
|
218
$10.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
62+ 100.0% |
$2.41K - $5.2K
|
124
$6.08K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44New |
$1.71K - $3.69K
|
44
$2.16K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 100.0% |
$1.67K - $3.61K
|
86
$4.22K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
39+ 100.0% |
$1.51K - $3.27K
|
78
$3.83K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 100.0% |
$970 - $2.1K
|
50
$2.45K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
13+ 13.4% |
$505 - $1.09K
|
110
$5.39K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
25.9K+ 24.05% |
$2.05M - $2.17M
|
133K
$6.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.68KNew |
$291K - $309K
|
3.68K
$181K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
615New |
$48.6K - $51.5K
|
615
$30.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
400+ 8.12% |
$31.6K - $33.5K
|
5.33K
$261K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
163KNew |
$11.8M - $13.4M
|
163K
$8M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$1.07M - $1.22M
|
14.8K
$728K
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
10.5KNew |
$754K - $859K
|
10.5K
$513K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.07KNew |
$438K - $499K
|
6.07K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.49KNew |
$179K - $205K
|
2.49K
$122K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
239New |
$17.2K - $19.6K
|
239
$11.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$14.4K - $16.4K
|
200
$9.81K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$5.41K - $6.17K
|
75
$3.68K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
40New |
$2.88K - $3.29K
|
40
$1.96K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
30New |
$2.16K - $2.47K
|
30
$1.47K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.1KNew |
$855K - $2.01M
|
27.1K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.8KNew |
$402K - $947K
|
12.8K
$625K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.2KNew |
$37.8K - $89.1K
|
1.2K
$58.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
178New |
$5.61K - $13.2K
|
178
$8.73K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
32New |
$1.01K - $2.38K
|
32
$1.57K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12.4KNew |
$384K - $443K
|
12.4K
$606K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.55K+ 104.57% |
$110K - $127K
|
6.95K
$341K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.55KNew |
$79.3K - $91.4K
|
2.55K
$125K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
425New |
$13.2K - $15.2K
|
425
$20.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
216New |
$6.71K - $7.74K
|
216
$10.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
185New |
$5.75K - $6.63K
|
185
$9.07K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
3.86KNew |
$126K - $145K
|
3.86K
$189K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.55KNew |
$83.5K - $95.6K
|
2.55K
$125K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
1.5KNew |
$49.2K - $56.3K
|
1.5K
$73.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.5KNew |
$49K - $56.1K
|
1.5K
$73.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.4KNew |
$45.9K - $52.5K
|
1.4K
$68.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
150New |
$4.92K - $5.63K
|
150
$7.36K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$557 - $638
|
17
$834
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.18% |
$262 - $300
|
4.4K
$216K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$32.8 - $37.5
|
1
$49
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
20KNew |
$752K - $822K
|
20K
$981K
|
|