Clearstead Trust, LLC Wisdomtree Tr Currency Hedged Transaction History

Clearstead Trust, LLC

$340 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 15, 2018	SELL	N/A	-1,783 Closed	0 $0
Q2 2018 Aug 20, 2018	BUY	N/A	1,783 New	1,783 $52,000
Q1 2018 May 15, 2018	SELL	N/A	-2,924 Closed	0 $0
Q2 2017 Aug 21, 2017	BUY	N/A	2,924	2,924 $83,000

Others Institutions Holding DDWM

# of Institutions

68

Shares Held

6.24M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

956K
Shares

$32.7 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

878K
Shares

$30 Million
0.05% of portfolio
Fundamentun, LLC Beachwood, OH

495K
Shares

$17 Million
1.77% of portfolio
Exchange Capital Management, Inc.

480K
Shares

$16.4 Million
2.75% of portfolio
Steward Partners Investment Advisory, LLC

394K
Shares

$13.5 Million
0.15% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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