Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information about the institutional ownership of Wisdomtree Tr Dynamic Currency (DDLS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
17.3K+ 16.51% |
$682K - $736K
|
122K
$5.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.7KNew |
$344K - $371K
|
8.7K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.72K+ 5.71% |
$266K - $287K
|
125K
$5.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4.46K+ 2.68% |
$176K - $190K
|
171K
$7.16M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.43K+ 16.33% |
$135K - $146K
|
24.4K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.32K+ 308.39% |
$52.3K - $56.4K
|
1.75K
$73.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
1.22K+ 0.52% |
$48K - $51.8K
|
235K
$9.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
667+ 195.03% |
$26.4K - $28.4K
|
1.01K
$42.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
479+ 0.88% |
$18.9K - $20.4K
|
54.7K
$2.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
277+ 0.87% |
$10.9K - $11.8K
|
32.1K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24+ 0.36% |
$948 - $1.02K
|
6.66K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-21- 3.2% |
$830 - $895
|
636
$26.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-485- 6.41% |
$19.2K - $20.7K
|
7.08K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-605- 83.1% |
$23.9K - $25.8K
|
123
$5.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-1.07K- 6.44% |
$42.3K - $45.6K
|
15.5K
$651K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.89K- 8.7% |
$233K - $251K
|
61.9K
$2.59M
|