Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Currency Hedged (DDWM)
This table provides information about the institutional ownership of Wisdomtree Tr Currency Hedged (DDWM) during Q2 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CURRENCY HEDGED .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.1K+ 9.11% |
$2.89M - $3.06M
|
1.04M
$36.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
76.9K+ 15.52% |
$2.55M - $2.7M
|
572K
$20.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.3KNew |
$1.57M - $1.66M
|
47.3K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.1K+ 50.79% |
$1.33M - $1.41M
|
119K
$4.17M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.1K+ 50.79% |
$1.33M - $1.41M
|
119K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$910K - $965K
|
27.5K
$962K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.2K+ 70.34% |
$736K - $781K
|
53.8K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19.2K+ 22.93% |
$637K - $675K
|
103K
$3.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18.5K+ 6.27% |
$613K - $650K
|
313K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14KNew |
$465K - $493K
|
14K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7KNew |
$388K - $411K
|
11.7K
$410K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5K+ 4.93% |
$380K - $403K
|
244K
$8.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$368K - $390K
|
11.1K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.16K+ 12.61% |
$237K - $252K
|
64K
$2.24M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.64KNew |
$220K - $233K
|
6.64K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.86K+ 107.3% |
$194K - $206K
|
11.3K
$397K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.07K+ 1.95% |
$135K - $143K
|
213K
$7.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.07KNew |
$135K - $143K
|
4.07K
$142K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.04K+ 21.1% |
$134K - $142K
|
23.2K
$812K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.27K+ 4.66% |
$108K - $115K
|
73.3K
$2.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.03K+ 4.25% |
$101K - $107K
|
74.4K
$2.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.55KNew |
$51.3K - $54.5K
|
1.55K
$54.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.06K+ 0.58% |
$35K - $37.1K
|
182K
$6.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 0.26% |
$33.7K - $35.7K
|
395K
$13.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
931+ 10.15% |
$30.9K - $32.7K
|
10.1K
$354K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
791+ 1.35% |
$26.2K - $27.8K
|
59.6K
$2.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
650New |
$21.5K - $22.9K
|
650
$22.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
634New |
$21K - $22.3K
|
634
$22.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
574New |
$19K - $20.2K
|
574
$20.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
535+ 3.04% |
$17.7K - $18.8K
|
18.1K
$636K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
349+ 5.05% |
$11.6K - $12.3K
|
7.26K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
276+ 27600.0% |
$9.15K - $9.7K
|
277
$9.71K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
191+ 0.54% |
$6.33K - $6.72K
|
35.5K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$3.32K - $3.52K
|
100
$3.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97New |
$3.22K - $3.41K
|
97
$3.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
92+ 1.06% |
$3.05K - $3.23K
|
8.77K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3+ 3.0% |
$99.4 - $105
|
103
$3.61K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-166- 1.25% |
$5.5K - $5.84K
|
13.1K
$461K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-175- 1.72% |
$5.8K - $6.15K
|
9.99K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-201- 18.19% |
$6.66K - $7.07K
|
904
$31.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-645- 0.48% |
$21.4K - $22.7K
|
134K
$4.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-883- 23.77% |
$29.3K - $31K
|
2.83K
$99.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.09K- 0.12% |
$36.2K - $38.4K
|
877K
$30.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.13K- 2.82% |
$37.3K - $39.6K
|
38.7K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.71K- 44.6% |
$56.5K - $59.9K
|
2.12K
$74.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.25K- 26.33% |
$74.6K - $79.1K
|
6.3K
$221K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.74K- 2.35% |
$90.9K - $96.4K
|
114K
$3.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.87K- 6.18% |
$195K - $206K
|
89.1K
$3.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.05K- 41.91% |
$201K - $213K
|
8.39K
$294K
|