Koss Olinger Consulting, LLC Wisdomtree Tr Currency Hedged Transaction History

Koss Olinger Consulting, LLC

$1.14 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$29.44 - $31.6 $971 - $1,042	-33 Reduced 0.47%	7,045 $217,000
Q4 2022 Feb 13, 2023	BUY	$26.1 - $30.04 $184,735 - $212,623	7,078 New	7,078 $207,000
Q1 2022 May 06, 2022	SELL	$28.24 - $31.74 $19.4 Million - $21.8 Million	-685,449 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$29.46 - $31.01 $699,969 - $736,797	23,760 Added 3.59%	685,449 $21.1 Million
Q3 2021 Nov 09, 2021	BUY	$29.85 - $31.63 $659,177 - $698,485	22,083 Added 3.45%	661,689 $19.8 Million
Q2 2021 Aug 11, 2021	BUY	$29.96 - $31.68 $1.91 Million - $2.02 Million	63,888 Added 11.1%	639,606 $19.6 Million
Q1 2021 May 14, 2021	BUY	$27.91 - $29.92 $16.1 Million - $17.2 Million	575,718 New	575,718 $17.1 Million

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

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