Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Tr Currency Hedged Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	BUY	$30.29 - $32.0 $7,966 - $8,416	263 Added 3.43%	7,935 $241,000
Q2 2023 Jul 19, 2023	SELL	$30.35 - $32.18 $11,472 - $12,164	-378 Reduced 4.7%	7,672 $239,000
Q1 2023 May 10, 2023	BUY	$29.44 - $31.6 $236,992 - $254,380	8,050 New	8,050 $248,000

Others Institutions Holding DDWM

# of Institutions

Shares Held

5.95M

Call Options Held

Put Options Held

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

View Full List

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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