Ifp Advisors, Inc Wisdomtree Tr Currency Hedged Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Ifp Advisors, Inc holds 16,505 shares of DDWM stock, worth $650,627. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,505

Previous 23,366 29.36%

Holding current value

$650,627

Previous $803,000 24.41%

% of portfolio

0.02%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$34.25 - $37.6 $234,989 - $257,973	-6,861 Reduced 29.36%	16,505 $607,000
Q4 2024 Feb 04, 2025	BUY	$34.04 - $35.66 $160,668 - $168,315	4,720 Added 25.31%	23,366 $803,000
Q3 2024 Feb 04, 2025	BUY	$32.7 - $36.14 $239,265 - $264,436	7,317 Added 64.59%	18,646 $668,000
Q2 2024 Jul 30, 2024	BUY	$33.15 - $35.16 $194,391 - $206,178	5,864 Added 107.3%	11,329 $385,000
Q1 2024 Jul 30, 2024	BUY	$31.41 - $34.22 $171,655 - $187,012	5,465 New	5,465 $186,000
Q1 2023 Apr 18, 2023	SELL	$29.44 - $31.6 $359,845 - $386,246	-12,223 Reduced 99.19%	100 $3,000
Q4 2022 Feb 07, 2023	BUY	$26.1 - $30.04 $97,013 - $111,658	3,717 Added 43.19%	12,323 $372,000
Q3 2022 Nov 08, 2022	BUY	$26.03 - $29.27 $520 - $585	20 Added 0.23%	8,606 $259,000
Q2 2022 Sep 06, 2022	BUY	$27.95 - $31.1 $239,978 - $267,024	8,586 New	8,586 $258,000
Q2 2022 Aug 12, 2022	SELL	$27.95 - $31.1 $239,978 - $267,024	-8,586 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$28.24 - $31.74 $242,468 - $272,519	8,586 New	8,586 $0
Q3 2021 Oct 06, 2021	SELL	$29.85 - $31.63 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$29.96 - $31.68 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$27.91 - $29.92 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$24.38 - $28.17 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$25.22 - $26.73 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$22.05 - $27.01 $0 - $0	0 New	0 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-994 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	N/A	17 Added 1.74%	994 $0
Q1 2018 May 09, 2018	BUY	N/A	977 New	977 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-1,056 Closed	0 $0
Q3 2017 Oct 30, 2017	BUY	N/A	262 Added 33.0%	1,056 $31,000
Q1 2017 Jun 03, 2019	BUY	N/A	794	794 $22,000

Others Institutions Holding DDWM

# of Institutions

100

Shares Held

9.35M

Call Options Held

Put Options Held

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About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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