Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Currency Hedged (DDWM)
This table provides information about the institutional ownership of Wisdomtree Tr Currency Hedged (DDWM) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
295K+ 24.68% |
$7.7M - $8.86M
|
1.49M
$51.9M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
214K+ 70.07% |
$5.58M - $6.42M
|
518K
$18.1M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
180K+ 25.28% |
$4.69M - $5.4M
|
891K
$31M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151K+ 3150.55% |
$3.93M - $4.53M
|
155K
$5.42M
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
136K+ 38.76% |
$3.55M - $4.09M
|
487K
$17M
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
126KNew |
$3.29M - $3.78M
|
126K
$4.39M
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
79.4KNew |
$2.07M - $2.38M
|
79.4K
$2.77M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.9KNew |
$1.54M - $1.77M
|
58.9K
$2.05M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.5K+ 31.97% |
$1.29M - $1.49M
|
205K
$7.13M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.1K+ 61.26% |
$916K - $1.05M
|
92.4K
$3.22M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.8K+ 3193.57% |
$855K - $984K
|
33.8K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
31.2KNew |
$815K - $938K
|
31.2K
$1.09M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.3K+ 8.64% |
$477K - $549K
|
230K
$8M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
18KNew |
$471K - $542K
|
18K
$629K
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
13.6KNew |
$356K - $410K
|
13.6K
$476K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.5K+ 12.26% |
$301K - $347K
|
106K
$3.68M
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$299K - $344K
|
11.5K
$400K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11KNew |
$286K - $329K
|
11K
$382K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.19K+ 41.9% |
$240K - $276K
|
31.1K
$1.08M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.19KNew |
$240K - $276K
|
9.19K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.16KNew |
$213K - $245K
|
8.16K
$284K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.03K+ 43.08% |
$209K - $241K
|
26.7K
$929K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
8.02KNew |
$209K - $241K
|
8.02K
$280K
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.08KNew |
$185K - $213K
|
7.08K
$247K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.97KNew |
$156K - $179K
|
5.97K
$208K
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.66K+ 7.78% |
$148K - $170K
|
78.5K
$2.74M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.62KNew |
$147K - $169K
|
5.62K
$196K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.72K+ 43.19% |
$97K - $112K
|
12.3K
$430K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.9K+ 25.0% |
$49.5K - $57K
|
9.48K
$330K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.82K+ 15.9% |
$47.6K - $54.8K
|
13.3K
$463K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 101.29% |
$26.6K - $30.6K
|
2.03K
$70.6K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
582+ 7.22% |
$15.2K - $17.5K
|
8.64K
$301K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
325+ 0.54% |
$8.48K - $9.76K
|
60.5K
$2.11M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
212New |
$5.53K - $6.37K
|
212
$7.39K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104New |
$2.71K - $3.12K
|
104
$3.63K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
42+ 0.4% |
$1.1K - $1.26K
|
10.5K
$367K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
30+ 0.33% |
$783 - $901
|
9.11K
$318K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 2.41% |
$313 - $360
|
509
$17.7K
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
11+ 0.07% |
$287 - $330
|
15.8K
$551K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6+ 0.25% |
$157 - $180
|
2.38K
$82.8K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-73- 6.2% |
$1.91K - $2.19K
|
1.11K
$38.5K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.77K- 15.16% |
$46.2K - $53.1K
|
9.9K
$345K
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.95K- 0.78% |
$77K - $88.6K
|
377K
$13.1M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-4.15K- 7.73% |
$108K - $125K
|
49.5K
$1.73M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.32K- 99.98% |
$139K - $160K
|
1
$34.9
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.48K- 5.63% |
$221K - $255K
|
142K
$4.95M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-55.1K- 90.11% |
$1.44M - $1.65M
|
6.04K
$211K
|