Beacon Financial Group Wisdomtree Tr Currency Hedged Transaction History

Beacon Financial Group

$913 Million
Q3 2024

A detailed history of Beacon Financial Group transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Beacon Financial Group holds 9,987 shares of DDWM stock, worth $343,153. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,987

Previous 9,987 -0.0%

Holding current value

$343,153

Previous $340,000 5.29%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$33.15 - $35.16 $5,801 - $6,152	-175 Reduced 1.72%	9,987 $340,000
Q1 2024 May 07, 2024	SELL	$31.41 - $34.22 $3,612 - $3,935	-115 Reduced 1.12%	10,162 $347,000
Q4 2023 Feb 23, 2024	BUY	$29.4 - $32.18 $17,493 - $19,147	595 Added 6.15%	10,277 $330,000
Q3 2022 Oct 13, 2022	SELL	$26.03 - $29.27 $7,418 - $8,341	-285 Reduced 2.86%	9,682 $253,000
Q1 2022 Apr 08, 2022	SELL	$28.24 - $31.74 $1,299 - $1,460	-46 Reduced 0.46%	9,967 $309,000
Q2 2021 Jul 26, 2021	SELL	$29.96 - $31.68 $5,452 - $5,765	-182 Reduced 1.79%	10,013 $305,000
Q4 2020 Jan 15, 2021	SELL	$24.38 - $28.17 $569,077 - $657,544	-23,342 Reduced 69.6%	10,195 $295,000
Q3 2020 Oct 13, 2020	SELL	$25.22 - $26.73 $1.6 Million - $1.7 Million	-63,509 Reduced 65.44%	33,537 $1.53 Million
Q2 2020 Aug 05, 2020	SELL	$22.05 - $27.01 $2.14 Million - $2.63 Million	-97,215 Reduced 50.04%	97,046 $2.48 Million
Q1 2020 Jun 29, 2020	SELL	$20.08 - $30.89 $339,452 - $522,195	-16,905 Reduced 8.01%	194,261 $4.44 Million
Q4 2019 Jan 17, 2020	SELL	$28.03 - $30.88 $560,543 - $617,538	-19,998 Reduced 8.65%	211,166 $6.4 Million
Q3 2019 Oct 15, 2019	SELL	$28.47 - $29.16 $2.1 Million - $2.15 Million	-73,758 Reduced 24.19%	231,164 $6.64 Million
Q2 2019 Jul 15, 2019	SELL	N/A	-24,675 Reduced 7.49%	304,922 $8.85 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-64,362 Reduced 16.34%	329,597 $9.4 Million
Q4 2018 Jan 16, 2019	BUY	N/A	377,019 Added 2225.61%	393,959 $10.2 Million
Q3 2018 Oct 10, 2018	BUY	N/A	16,940 New	16,940 $502,000

Others Institutions Holding DDWM

# of Institutions

Shares Held

5.95M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
Sector ETFs
Industry ETFs

More about DDWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Account

Beacon Financial Group Wisdomtree Tr Currency Hedged Transaction History