Rfg Advisory, LLC Wisdomtree Tr Currency Hedged Transaction History

Rfg Advisory, LLC

$3.51 Billion
Q1 2025

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

100

Shares Held

8.7M

Call Options Held

0

Put Options Held

0

Hennion & Walsh Asset Management, Inc.

1.18M
Shares

$44.5 Million
2.01% of portfolio
Lpl Financial LLC Fort Mill, SC

727K
Shares

$27.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

629K
Shares

$23.8 Million
0.01% of portfolio
Fundamentun, LLC Beachwood, OH

545K
Shares

$20.7 Million
1.16% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$20.1 Million
0.03% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
Sector ETFs
Industry ETFs

More about DDWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Advisory, LLC with notifications on news.