Occidental Asset Management, LLC Wisdomtree Tr Currency Hedged Transaction History
Occidental Asset Management, LLC
- $530 Million
- Q1 2024
A detailed history of Occidental Asset Management, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Occidental Asset Management, LLC holds 71,385 shares of DDWM stock, worth $2.43 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
71,385
Previous 69,510
2.7%
Holding current value
$2.43 Million
Previous $2.24 Million
9.17%
% of portfolio
0.46%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding DDWM
# of Institutions
68Shares Held
6.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC956KShares$32.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL878KShares$29.9 Million0.05% of portfolio
-
Fundamentun, LLC Beachwood, OH495KShares$16.9 Million1.77% of portfolio
-
Exchange Capital Management, Inc.480KShares$16.4 Million2.75% of portfolio
-
Steward Partners Investment Advisory, LLC394KShares$13.4 Million0.15% of portfolio