Iag Wealth Partners, LLC Wisdomtree Tr Currency Hedged Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Feb 11, 2021	SELL	$20.08 - $30.89 $20,300 - $31,229	-1,011 Closed	0 $0
Q4 2019 Feb 11, 2021	BUY	$28.03 - $30.88 $28,338 - $31,219	1,011 New	1,011 $31,000

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

$35.3 Million
0.02% of portfolio
Fundamentun, LLC Beachwood, OH

656K
Shares

$22.6 Million
1.76% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$18.3 Million
0.03% of portfolio
Exchange Capital Management, Inc.

461K
Shares

$15.9 Million
2.79% of portfolio
Steward Partners Investment Advisory, LLC

397K
Shares

$13.7 Million
0.13% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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