Envestnet Asset Management Inc Wisdomtree Tr Dynamic Currency Transaction History

Envestnet Asset Management Inc

$302 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	BUY	$30.78 - $32.49 $4.47 Million - $4.72 Million	145,192 New	145,192 $4.55 Million

Others Institutions Holding DDLS

# of Institutions

31

Shares Held

1.28M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

278K
Shares

$9.87 Million
0.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

200K
Shares

$7.11 Million
0.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$6.64 Million
0.01% of portfolio
Ae Wealth Management LLC

111K
Shares

$3.94 Million
0.04% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$3.75 Million
2.24% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

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