Defined Financial Planning LLC Wisdomtree Tr Currency Hedged Transaction History
Defined Financial Planning LLC
- $113 Billion
- Q2 2025
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Defined Financial Planning LLC holds 5,079 shares of DDWM stock, worth $213,724. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,079Holding current value
$213,724% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DDWM
# of Institutions
117Shares Held
17.1MCall Options Held
0Put Options Held
0-
Park National Corp3.28MShares$138 Million4.55% of portfolio
-
Morgan Stanley New York, NY1.74MShares$73.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$56.8 Million0.02% of portfolio
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Hennion & Walsh Asset Management, Inc.1.18MShares$49.7 Million1.99% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI1.11MShares$46.8 Million2.02% of portfolio