Rfg Advisory, LLC Wisdomtree Tr Currency Hedged Transaction History

Rfg Advisory, LLC

$3.18 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 17, 2020	SELL	$20.08 - $30.89 $657,881 - $1.01 Million	-32,763 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	$28.03 - $30.88 $30,272 - $33,350	1,080 Added 3.41%	32,763 $993,000
Q3 2019 Nov 13, 2019	BUY	$28.47 - $29.16 $52,783 - $54,062	1,854 Added 6.22%	31,683 $913,000
Q2 2019 Aug 23, 2019	BUY	N/A	29,829 New	29,829 $867,000
Q2 2019 Aug 15, 2019	SELL	N/A	-25,966 Closed	0 $0
Q1 2019 Apr 25, 2019	BUY	N/A	6,351 Added 32.38%	25,966 $746,000
Q4 2018 Feb 15, 2019	BUY	N/A	159 Added 0.82%	19,615 $508,000
Q3 2018 Nov 13, 2018	BUY	N/A	4,455 Added 29.7%	19,456 $576,000
Q2 2018 Jul 25, 2018	BUY	N/A	15,001 New	15,001 $434,000

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

$35.3 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

About WISDOMTREE TR CURRENCY HEDGED

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