Opus Capital Group, LLC Wisdomtree Tr Currency Hedged Transaction History

Opus Capital Group, LLC

$800 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$27.95 - $31.1 $1.61 Million - $1.79 Million	-57,597 Reduced 88.43%	7,535 $211,000
Q1 2022 Apr 25, 2022	SELL	$28.24 - $31.74 $5.71 Million - $6.42 Million	-202,225 Reduced 75.64%	65,132 $2 Million
Q4 2021 Jan 31, 2022	SELL	$29.46 - $31.01 $287,794 - $302,936	-9,769 Reduced 3.53%	267,357 $8.24 Million
Q3 2021 Oct 29, 2021	SELL	$29.85 - $31.63 $333,006 - $352,864	-11,156 Reduced 3.87%	277,126 $8.27 Million
Q2 2021 Jul 29, 2021	SELL	$29.96 - $31.68 $76,907 - $81,322	-2,567 Reduced 0.88%	288,282 $8.85 Million
Q1 2021 Apr 28, 2021	SELL	$27.91 - $29.92 $208,990 - $224,040	-7,488 Reduced 2.51%	290,849 $8.66 Million
Q4 2020 Jan 29, 2021	SELL	$24.38 - $28.17 $21,210 - $24,507	-870 Reduced 0.29%	298,337 $8.31 Million
Q3 2020 Oct 30, 2020	SELL	$25.22 - $26.73 $26,405 - $27,986	-1,047 Reduced 0.35%	299,207 $7.61 Million
Q2 2020 Jul 31, 2020	SELL	$22.05 - $27.01 $145,794 - $178,590	-6,612 Reduced 2.15%	300,254 $7.61 Million
Q1 2020 Apr 30, 2020	SELL	$20.08 - $30.89 $324,553 - $499,275	-16,163 Reduced 5.0%	306,866 $7.02 Million
Q4 2019 Jan 31, 2020	BUY	$28.03 - $30.88 $302,471 - $333,226	10,791 Added 3.46%	323,029 $9.79 Million
Q3 2019 Nov 04, 2019	SELL	$28.47 - $29.16 $7,117 - $7,290	-250 Reduced 0.08%	312,238 $9 Million
Q2 2019 Aug 08, 2019	BUY	N/A	312,488 New	312,488 $9.07 Million

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

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