Calton & Associates, Inc. Wisdomtree Tr Dynamic Currency Transaction History

Calton & Associates, Inc.

$542 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	N/A	-1,863 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	1,863	1,863 $64,000

Others Institutions Holding DDLS

# of Institutions

43

Shares Held

1.42M

Call Options Held

0

Put Options Held

0

Stonebridge Wealth Management, LLC Oak Brook, IL

235K
Shares

$9.8 Million
8.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$7.81 Million
0.01% of portfolio
Berkeley, Inc Boise, ID

171K
Shares

$7.12 Million
2.31% of portfolio
High Note Wealth, LLC Deephaven, MN

118K
Shares

$4.91 Million
1.09% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$4.39 Million
2.24% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

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