Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information about the institutional ownership of Wisdomtree Tr Dynamic Currency (DDLS) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR DYNAMIC CURRENCY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
55.9KNew |
$1.9M - $2.04M
|
55.9K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48.7KNew |
$1.66M - $1.77M
|
48.7K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
16.8KNew |
$571K - $611K
|
16.8K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.54K+ 15.56% |
$325K - $348K
|
70.9K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.71K+ 6.3% |
$228K - $244K
|
113K
$4.35M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.7KNew |
$194K - $208K
|
5.7K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.79K+ 6.1% |
$129K - $138K
|
66K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77K+ 1.48% |
$94.2K - $101K
|
190K
$7.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.45K+ 117.68% |
$49.4K - $52.9K
|
2.68K
$103K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 48.0% |
$40.9K - $43.7K
|
3.7K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09KNew |
$37.1K - $39.7K
|
1.09K
$41.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
728New |
$24.8K - $26.5K
|
728
$28K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
664New |
$22.6K - $24.2K
|
664
$25.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
629New |
$21.4K - $22.9K
|
629
$24.2K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
396+ 3.63% |
$13.5K - $14.4K
|
11.3K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
378New |
$12.9K - $13.8K
|
378
$14.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
329New |
$11.2K - $12K
|
329
$12.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
318+ 1060.0% |
$10.8K - $11.6K
|
348
$13.4K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
289New |
$9.84K - $10.5K
|
289
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
217+ 2.99% |
$7.39K - $7.91K
|
7.48K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146+ 730.0% |
$4.97K - $5.32K
|
166
$6.39K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
98+ 1.71% |
$3.34K - $3.57K
|
5.82K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34+ 3.09% |
$1.16K - $1.24K
|
1.13K
$43.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$681 - $729
|
20
$770
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9+ 2.14% |
$307 - $328
|
429
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-221- 41.78% |
$7.53K - $8.05K
|
308
$11.9K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.69K- 8.08% |
$57.4K - $61.4K
|
19.2K
$738K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.69K- 5.3% |
$57.5K - $61.5K
|
30.2K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.62K- 33.58% |
$89.2K - $95.4K
|
5.18K
$199K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-20K- 18.07% |
$682K - $729K
|
90.8K
$3.49M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-200K- 72.03% |
$6.82M - $7.29M
|
77.7K
$2.99M
|