Mai Capital Management Wisdomtree Tr Currency Hedged Transaction History

Mai Capital Management

$10.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$31.41 - $34.22 $185,193 - $201,761	5,896 New	5,896 $201,000
Q3 2023 Nov 14, 2023	SELL	$30.29 - $32.0 $56,278 - $59,456	-1,858 Reduced 20.08%	7,393 $225,000
Q2 2023 Aug 02, 2023	BUY	$30.35 - $32.18 $2,913 - $3,089	96 Added 1.05%	9,251 $289,000
Q1 2023 May 10, 2023	BUY	$29.44 - $31.6 $1,324 - $1,422	45 Added 0.49%	9,155 $282,000
Q4 2022 Feb 09, 2023	BUY	$26.1 - $30.04 $783 - $901	30 Added 0.33%	9,110 $266,000
Q3 2022 Nov 15, 2022	SELL	$26.03 - $29.27 $25,275 - $28,421	-971 Reduced 9.66%	9,080 $236,000
Q2 2022 Jul 19, 2022	BUY	$27.95 - $31.1 $6,763 - $7,526	242 Added 2.47%	10,051 $281,000
Q1 2022 May 10, 2022	BUY	$28.24 - $31.74 $112 - $126	4 Added 0.04%	9,809 $301,000
Q4 2021 Feb 11, 2022	BUY	$29.46 - $31.01 $288,855 - $304,053	9,805 New	9,805 $302,000

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 Million
0.02% of portfolio
Fundamentun, LLC Beachwood, OH

656K
Shares

$22.5 Million
1.76% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$18.1 Million
0.03% of portfolio
Exchange Capital Management, Inc.

461K
Shares

$15.8 Million
2.79% of portfolio
Steward Partners Investment Advisory, LLC

397K
Shares

$13.6 Million
0.13% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

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