Rmr Wealth Builders Wisdomtree Tr Currency Hedged Transaction History

Rmr Wealth Builders

$869 Million
Q2 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

71

Shares Held

6.06M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.04M
Shares

$37.5 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

877K
Shares

$31.5 Million
0.04% of portfolio
Fundamentun, LLC Beachwood, OH

572K
Shares

$20.6 Million
1.74% of portfolio
Exchange Capital Management, Inc.

474K
Shares

$17.1 Million
2.7% of portfolio
Steward Partners Investment Advisory, LLC

395K
Shares

$14.2 Million
0.14% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
Sector ETFs
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