1858 Wealth Management, LLC Wisdomtree Tr Currency Hedged Transaction History

1858 Wealth Management, LLC

$126 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$29.4 - $32.18 $1.08 Million - $1.18 Million	36,717 New	36,717 $1.18 Billion

Others Institutions Holding DDWM

# of Institutions

84

Shares Held

5.85M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.02M
Shares

$36.5 Million
0.02% of portfolio
Fundamentun, LLC Beachwood, OH

587K
Shares

$21 Million
1.29% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$18.9 Million
0.03% of portfolio
Exchange Capital Management, Inc.

456K
Shares

$16.3 Million
2.7% of portfolio
Steward Partners Investment Advisory, LLC

397K
Shares

$14.2 Million
0.13% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
Sector ETFs
Industry ETFs

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