Rmr Wealth Builders Wisdomtree Tr Currency Hedged Transaction History

Rmr Wealth Builders

$958 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$29.96 - $31.68 $8,478 - $8,965	-283 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$27.91 - $29.92 $7,898 - $8,467	283 New	283 $8,000

Others Institutions Holding DDWM

# of Institutions

87

Shares Held

7.07M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

945K
Shares

$34.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

795K
Shares

$29.1 Million
0.01% of portfolio
Fundamentun, LLC Beachwood, OH

587K
Shares

$21.5 Million
1.29% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$19.4 Million
0.03% of portfolio
Exchange Capital Management, Inc.

456K
Shares

$16.7 Million
2.7% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
Sector ETFs
Industry ETFs

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