Assetmark, Inc Wisdomtree Tr Currency Hedged Transaction History

Assetmark, Inc

$32.1 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$27.95 - $31.1 $7,267 - $8,086	-260 Reduced 98.48%	4 $0
Q1 2022 May 13, 2022	BUY	$28.24 - $31.74 $6,805 - $7,649	241 Added 1047.83%	264 $8,000
Q4 2021 Feb 14, 2022	BUY	$29.46 - $31.01 $677 - $713	23 New	23 $1,000

Others Institutions Holding DDWM

# of Institutions

71

Shares Held

6.06M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.04M
Shares

$37.5 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

877K
Shares

$31.5 Million
0.04% of portfolio
Fundamentun, LLC Beachwood, OH

572K
Shares

$20.6 Million
1.74% of portfolio
Exchange Capital Management, Inc.

474K
Shares

$17.1 Million
2.7% of portfolio
Steward Partners Investment Advisory, LLC

395K
Shares

$14.2 Million
0.14% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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