Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Currency Hedged (DDWM)
This table provides information about the institutional ownership of Wisdomtree Tr Currency Hedged (DDWM) during Q4 2023. 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 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
136KNew |
$4M - $4.38M
|
136K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.5K+ 5.21% |
$1.43M - $1.56M
|
979K
$34.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.8K+ 3.05% |
$1.2M - $1.31M
|
1.38M
$48.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
37.1K+ 14.96% |
$1.09M - $1.19M
|
285K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
36.7KNew |
$1.08M - $1.18M
|
36.7K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
27.6KNew |
$811K - $888K
|
27.6K
$967K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
23.3K+ 5.4% |
$684K - $749K
|
454K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.68K+ 20.0% |
$255K - $279K
|
52.1K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.52K+ 90.96% |
$221K - $242K
|
15.8K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.3K+ 10.06% |
$215K - $235K
|
79.9K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.7KNew |
$197K - $216K
|
6.7K
$235K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
6.32KNew |
$186K - $203K
|
6.32K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.68K+ 109.13% |
$167K - $183K
|
10.9K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.74K+ 8.81% |
$139K - $152K
|
58.5K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.23KNew |
$124K - $136K
|
4.23K
$148K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.82K+ 49.69% |
$112K - $123K
|
11.5K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.62K+ 1.68% |
$47.7K - $52.3K
|
98.5K
$3.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.36K+ 9.16% |
$40K - $43.7K
|
16.2K
$568K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
812New |
$23.9K - $26.1K
|
812
$28.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
642+ 0.93% |
$18.9K - $20.7K
|
69.5K
$2.44M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
595+ 6.15% |
$17.5K - $19.1K
|
10.3K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
492+ 49200.0% |
$14.5K - $15.8K
|
493
$17.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
462+ 0.74% |
$13.6K - $14.9K
|
63.1K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
292+ 10.75% |
$8.58K - $9.4K
|
3.01K
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$2.94K - $3.22K
|
100
$3.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$2.94K - $3.22K
|
100
$3.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97New |
$2.85K - $3.12K
|
97
$3.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
85+ 0.34% |
$2.5K - $2.74K
|
24.8K
$867K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53+ 3.48% |
$1.56K - $1.71K
|
1.58K
$55.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-29- 0.27% |
$853 - $933
|
10.6K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-54- 0.4% |
$1.59K - $1.74K
|
13.6K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-336- 3.25% |
$9.88K - $10.8K
|
10K
$351K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-597- 7.12% |
$17.6K - $19.2K
|
7.79K
$273K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-597- 7.12% |
$17.6K - $19.2K
|
7.79K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-700- 8.86% |
$20.6K - $22.5K
|
7.2K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-702- 11.67% |
$20.6K - $22.6K
|
5.32K
$186K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-787- 4.41% |
$23.1K - $25.3K
|
17.1K
$598K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.18K- 9.22% |
$34.6K - $37.9K
|
11.6K
$406K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.26K- 3.0% |
$37K - $40.5K
|
40.6K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.41K- 0.63% |
$41.5K - $45.4K
|
221K
$7.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.91K- 1.64% |
$56.1K - $61.4K
|
114K
$4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.99K- 0.97% |
$58.5K - $64.1K
|
202K
$7.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.5K- 0.52% |
$73.6K - $80.5K
|
477K
$16.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3.5K- 4.75% |
$103K - $113K
|
70.3K
$2.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.09K- 10.26% |
$120K - $132K
|
35.8K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.03K- 41.13% |
$148K - $162K
|
7.19K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13K- 29.49% |
$382K - $418K
|
31.1K
$1.09M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.1K- 32.89% |
$1.15M - $1.26M
|
79.9K
$2.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-83.1K- 91.8% |
$2.44M - $2.67M
|
7.42K
$260K
|