Berkeley, Inc Wisdomtree Tr Dynamic Currency Transaction History

Berkeley, Inc

$159 Billion
Q4 2023

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Mar 04, 2025	SELL	$28.92 - $33.07 $1.15 Million - $1.32 Million	-39,918 Closed	0 $0
Q3 2023 Mar 04, 2025	BUY	$30.51 - $32.34 $58,640 - $62,157	1,922 Added 5.06%	39,918 $1.22 Billion
Q2 2023 Mar 04, 2025	BUY	$30.78 - $32.49 $116,379 - $122,844	3,781 Added 11.05%	37,996 $1.19 Billion
Q1 2023 Mar 04, 2025	BUY	$30.15 - $32.82 $39,737 - $43,256	1,318 Added 4.01%	34,215 $1.08 Billion
Q4 2022 Mar 04, 2025	BUY	$27.89 - $31.17 $453,268 - $506,574	16,252 Added 97.64%	32,897 $985 Million
Q3 2022 Mar 04, 2025	BUY	$27.91 - $32.09 $464,561 - $534,138	16,645 New	16,645 $467 Million

Others Institutions Holding DDLS

# of Institutions

31

Shares Held

1.28M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

278K
Shares

$9.87 Million
0.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

200K
Shares

$7.11 Million
0.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$6.64 Million
0.01% of portfolio
Ae Wealth Management LLC

111K
Shares

$3.94 Million
0.04% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$3.75 Million
2.24% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

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