Geneos Wealth Management Inc. Wisdomtree Tr Currency Hedged Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 37,654 shares of DDWM stock, worth $1.48 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
37,654
Previous 45,103 16.52%
Holding current value
$1.48 Million
Previous $1.66 Million 16.52%
% of portfolio
0.05%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$34.25 - $37.6 $255,128 - $280,082
-7,449 Reduced 16.52%
37,654 $1.39 Million
Q1 2025

May 07, 2025
BUY
$34.25 - $37.6 $296,879 - $325,916
8,668 Added 23.79%
45,103 $1.66 Million
Q4 2024

Jan 21, 2025
BUY
$34.04 - $35.66 $62,191 - $65,150
1,827 Added 5.28%
36,435 $1.25 Million
Q3 2024

Nov 14, 2024
SELL
$32.7 - $36.14 $28,122 - $31,080
-860 Reduced 2.42%
34,608 $1.24 Million
Q2 2024

Jul 23, 2024
BUY
$33.15 - $35.16 $6,331 - $6,715
191 Added 0.54%
35,468 $1.21 Million
Q1 2024

May 03, 2024
SELL
$31.41 - $34.22 $15,265 - $16,630
-486 Reduced 1.36%
35,277 $1.21 Million
Q4 2023

Jan 26, 2024
SELL
$29.4 - $32.18 $120,216 - $131,584
-4,089 Reduced 10.26%
35,763 $1.15 Million
Q3 2023

Oct 11, 2023
SELL
$30.29 - $32.0 $95,231 - $100,608
-3,144 Reduced 7.31%
39,852 $1.21 Million
Q2 2023

Aug 08, 2023
BUY
$30.35 - $32.18 $49,986 - $53,000
1,647 Added 3.98%
42,996 $1.34 Million
Q1 2023

Apr 25, 2023
BUY
$29.44 - $31.6 $222,478 - $238,801
7,557 Added 22.36%
41,349 $1.28 Million
Q4 2022

Jan 30, 2023
BUY
$26.1 - $30.04 $855,192 - $984,290
32,766 Added 3193.57%
33,792 $988,000
Q3 2022

Nov 14, 2022
BUY
$26.03 - $29.27 $26,706 - $30,031
1,026 New
1,026 $26,000
Q2 2021

Jul 08, 2021
SELL
$29.96 - $31.68 $21,391 - $22,619
-714 Closed
0 $0
Q1 2021

Jun 17, 2021
BUY
$27.91 - $29.92 $19,927 - $21,362
714 New
714 $21,000
Q1 2020

Sep 07, 2021
SELL
$20.08 - $30.89 $13,051 - $20,078
-650 Closed
0 $0
Q1 2019

Sep 07, 2021
SELL
N/A
-15 Reduced 2.26%
650 $18,000
Q4 2018

Sep 07, 2021
BUY
N/A
15 Added 2.31%
665 $17,000
Q3 2018

Sep 07, 2021
BUY
N/A
650 New
650 $19,000
Q2 2018

Sep 07, 2021
SELL
N/A
-650 Closed
0 $0
Q3 2017

Sep 07, 2021
BUY
N/A
650
650 $19,000

Others Institutions Holding DDWM

# of Institutions
100
Shares Held
9.35M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR CURRENCY HEDGED

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  • Ticker DDWM
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