Private Trust CO Na Wisdomtree Tr Currency Hedged Transaction History

Private Trust CO Na

$908 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	BUY	$29.44 - $31.6 $4,504 - $4,834	153 Added 72.17%	365 $11,000
Q4 2022 Jan 18, 2023	BUY	$27.47 - $30.04 $5,823 - $6,368	212 New	212 $0

Others Institutions Holding DDWM

# of Institutions

68

Shares Held

6.24M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

956K
Shares

$32.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

878K
Shares

$29.9 Million
0.05% of portfolio
Fundamentun, LLC Beachwood, OH

495K
Shares

$16.9 Million
1.77% of portfolio
Exchange Capital Management, Inc.

480K
Shares

$16.4 Million
2.75% of portfolio
Steward Partners Investment Advisory, LLC

394K
Shares

$13.4 Million
0.15% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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