Occidental Asset Management, LLC Wisdomtree Tr Currency Hedged Transaction History

Occidental Asset Management, LLC

$785 Million
Q3 2025

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 99,667 shares of DDWM stock, worth $4.2 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

99,667

Previous 101,198 1.51%

Holding current value

$4.2 Million

Previous $4.01 Million 3.81%

% of portfolio

0.53%

Previous 0.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$39.39 - $42.09 $60,306 - $64,439	-1,531 Reduced 1.51%	99,667 $4.17 Million
Q2 2025 Jul 14, 2025	SELL	$32.86 - $40.05 $52,543 - $64,039	-1,599 Reduced 1.56%	101,198 $4.01 Million
Q1 2025 May 15, 2025	BUY	$34.25 - $37.6 $795,216 - $872,996	23,218 Added 29.18%	102,797 $3.78 Million
Q4 2024 Jan 14, 2025	BUY	$34.04 - $35.66 $175,544 - $183,898	5,157 Added 6.93%	79,579 $2.74 Million
Q3 2024 Oct 11, 2024	BUY	$32.7 - $36.14 $130 - $144	4 Added 0.01%	74,422 $2.67 Million
Q2 2024 Jul 15, 2024	BUY	$33.15 - $35.16 $100,543 - $106,640	3,033 Added 4.25%	74,418 $2.53 Million
Q1 2024 Apr 16, 2024	BUY	$31.41 - $34.22 $58,893 - $64,162	1,875 Added 2.7%	71,385 $2.44 Million
Q4 2023 Jan 18, 2024	BUY	$29.4 - $32.18 $18,874 - $20,659	642 Added 0.93%	69,510 $2.24 Million
Q3 2023 Oct 18, 2023	BUY	$30.29 - $32.0 $494,241 - $522,144	16,317 Added 31.05%	68,868 $2.1 Million
Q2 2023 Jul 11, 2023	BUY	$30.35 - $32.18 $1.59 Million - $1.69 Million	52,551 New	52,551 $1.64 Million

Others Institutions Holding DDWM

# of Institutions

124

Shares Held

19.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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Occidental Asset Management, LLC Wisdomtree Tr Currency Hedged Transaction History