Cambridge Investment Research Advisors, Inc. Wisdomtree Tr Dynamic Currency Transaction History

Cambridge Investment Research Advisors, Inc.

$27.1 Billion
Q2 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$30.15 - $32.82 $52,310 - $56,942	-1,735 Reduced 14.04%	10,621 $335,000
Q4 2022 Feb 08, 2023	BUY	$27.89 - $31.17 $15,339 - $17,143	550 Added 4.66%	12,356 $370,000
Q3 2022 Oct 17, 2022	BUY	$27.91 - $32.09 $2,539 - $2,920	91 Added 0.78%	11,806 $0
Q2 2022 Jul 13, 2022	BUY	$30.12 - $33.92 $14,819 - $16,688	492 Added 4.38%	11,715 $0
Q1 2022 May 12, 2022	SELL	$31.22 - $35.63 $12,581 - $14,358	-403 Reduced 3.47%	11,223 $0
Q4 2021 Feb 03, 2022	BUY	$33.56 - $35.7 $19,531 - $20,777	582 Added 5.27%	11,626 $0
Q3 2021 Nov 02, 2021	BUY	$33.83 - $36.67 $111,097 - $120,424	3,284 Added 42.32%	11,044 $0
Q2 2021 Aug 10, 2021	BUY	$33.99 - $35.56 $263,762 - $275,945	7,760 New	7,760 $0
Q4 2020 Feb 04, 2021	SELL	$26.8 - $31.1 $211,800 - $245,783	-7,903 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$26.18 - $28.36 $206,900 - $224,129	7,903 New	7,903 $0

Others Institutions Holding DDLS

# of Institutions

Shares Held

1.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

265K
Shares

$9.64 Million
0.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

198K
Shares

$7.2 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

178K
Shares

$6.48 Million
0.01% of portfolio
Ae Wealth Management LLC

148K
Shares

$5.38 Million
0.06% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$3.84 Million
2.24% of portfolio

View Full List

About WISDOMTREE TR DYNAMIC CURRENCY

Ticker DDLS
Sector ETFs
Industry ETFs

More about DDLS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Account