Mutual Advisors, LLC Wisdomtree Tr Currency Hedged Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$20.08 - $30.89 $141,363 - $217,465	-7,040 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$28.47 - $29.16 $200,428 - $205,286	7,040 New	7,040 $203,000

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

$35.1 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

$18.2 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

Ticker DDWM
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