Clearstead Trust, LLC Wisdomtree Tr Currency Hedged Transaction History

Clearstead Trust, LLC

$372 Million
Q3 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

82

Shares Held

5.95M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.02M
Shares

$35.1 Million
0.02% of portfolio
Fundamentun, LLC Beachwood, OH

656K
Shares

$22.5 Million
1.76% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$18.2 Million
0.03% of portfolio
Exchange Capital Management, Inc.

461K
Shares

$15.8 Million
2.79% of portfolio
Steward Partners Investment Advisory, LLC

397K
Shares

$13.6 Million
0.13% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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