Beacon Financial Group Wisdomtree Tr Currency Hedged Transaction History

Beacon Financial Group

$886 Million
Q4 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 9,689 shares of DDWM stock, worth $352,195. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,689

Previous 9,987 2.98%

Holding current value

$352,195

Previous $358,000 6.98%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$34.04 - $35.66 $10,143 - $10,626	-298 Reduced 2.98%	9,689 $333,000
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

6.76M

Call Options Held

Put Options Held

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About WISDOMTREE TR CURRENCY HEDGED

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Beacon Financial Group Wisdomtree Tr Currency Hedged Transaction History