Bellevue Asset Management, LLC Wisdomtree Tr Currency Hedged Transaction History

Bellevue Asset Management, LLC

$192 Million
Q4 2024

A detailed history of Bellevue Asset Management, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 907 shares of DDWM stock, worth $32,969. This represents 0.02% of its overall portfolio holdings.

Number of Shares

907

Previous 904 0.33%

Holding current value

$32,969

Previous $32,000 3.13%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$34.04 - $35.66 $102 - $106	3 Added 0.33%	907 $31,000
Q2 2024 Jul 31, 2024	SELL	$33.15 - $35.16 $6,663 - $7,067	-201 Reduced 18.19%	904 $30,000
Q4 2022 Jan 23, 2023	SELL	$26.1 - $30.04 $1,905 - $2,192	-73 Reduced 6.2%	1,105 $0
Q1 2022 May 11, 2022	SELL	$28.24 - $31.74 $4,377 - $4,919	-155 Reduced 11.63%	1,178 $36,000
Q4 2021 Feb 03, 2022	SELL	$29.46 - $31.01 $9,220 - $9,706	-313 Reduced 19.02%	1,333 $41,000
Q2 2021 Aug 09, 2021	SELL	$29.96 - $31.68 $1,947 - $2,059	-65 Reduced 3.8%	1,646 $51,000
Q1 2021 May 12, 2021	SELL	$27.91 - $29.92 $3,293 - $3,530	-118 Reduced 6.45%	1,711 $51,000
Q4 2020 Feb 11, 2021	SELL	$24.38 - $28.17 $3,340 - $3,859	-137 Reduced 6.97%	1,829 $53,000
Q3 2020 Nov 12, 2020	SELL	$25.22 - $26.73 $4,716 - $4,998	-187 Reduced 8.69%	1,966 $50,000
Q1 2020 May 13, 2020	SELL	$20.08 - $30.89 $1,666 - $2,563	-83 Reduced 3.71%	2,153 $51,000
Q4 2019 Feb 13, 2020	BUY	$28.03 - $30.88 $62,675 - $69,047	2,236 New	2,236 $68,000

Others Institutions Holding DDWM

# of Institutions

Shares Held

7.06M

Call Options Held

Put Options Held

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About WISDOMTREE TR CURRENCY HEDGED

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Bellevue Asset Management, LLC Wisdomtree Tr Currency Hedged Transaction History