Coldstream Capital Management Inc Wisdomtree Tr Dynamic Currency Transaction History

Coldstream Capital Management Inc

$5.98 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$34.06 - $36.44 $37,091 - $39,683	1,089 New	1,089 $38,000

Others Institutions Holding DDLS

# of Institutions

43

Shares Held

1.45M

Call Options Held

0

Put Options Held

0

Stonebridge Wealth Management, LLC Oak Brook, IL

235K
Shares

$9.69 Million
8.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$7.72 Million
0.01% of portfolio
Berkeley, Inc Boise, ID

171K
Shares

$7.04 Million
2.31% of portfolio
High Note Wealth, LLC Deephaven, MN

125K
Shares

$5.13 Million
1.08% of portfolio
Ae Wealth Management LLC

122K
Shares

$5.01 Million
0.04% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

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