Modera Wealth Management, LLC Wisdomtree Tr Dynamic Currency Put Options Transaction History

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DDLS

# of Institutions

43

Shares Held

1.42M

Call Options Held

0

Put Options Held

0

Stonebridge Wealth Management, LLC Oak Brook, IL

234K
Shares

$9.8 Million
8.72% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$7.85 Million
0.01% of portfolio
Berkeley, Inc Boise, ID

167K
Shares

$6.97 Million
2.36% of portfolio
High Note Wealth, LLC Deephaven, MN

118K
Shares

$4.93 Million
1.09% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$4.42 Million
2.24% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

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