Rooted Wealth Advisors, Inc. Wisdomtree Tr Currency Hedged Transaction History

Rooted Wealth Advisors, Inc.

$227 Million
Q2 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 73,328 shares of DDWM stock, worth $2.64 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

73,328

Previous 70,061 4.66%

Holding current value

$2.64 Million

Previous $2.37 Million 8.31%

% of portfolio

1.13%

Previous 1.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$33.15 - $35.16 $108,301 - $114,867	3,267 Added 4.66%	73,328 $2.57 Million
Q1 2024 Apr 17, 2024	SELL	$31.41 - $34.22 $7,695 - $8,383	-245 Reduced 0.35%	70,061 $2.37 Million
Q4 2023 Feb 07, 2024	SELL	$29.4 - $32.18 $103,017 - $112,758	-3,504 Reduced 4.75%	70,306 $2.25 Million
Q3 2023 Nov 21, 2023	SELL	$30.29 - $32.0 $893,342 - $943,776	-29,493 Reduced 28.55%	73,810 $2.3 Million
Q2 2023 Aug 03, 2023	BUY	$30.35 - $32.18 $626,484 - $664,259	20,642 Added 24.97%	103,303 $3.21 Million
Q1 2023 Apr 26, 2023	BUY	$29.44 - $31.6 $97,328 - $104,469	3,306 Added 4.17%	82,661 $2.61 Million
Q4 2022 Feb 13, 2023	BUY	$26.1 - $30.04 $2.07 Million - $2.38 Million	79,355 New	79,355 $2.32 Million

Others Institutions Holding DDWM

# of Institutions

Shares Held

6.06M

Call Options Held

Put Options Held

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About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
Sector ETFs
Industry ETFs

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Rooted Wealth Advisors, Inc. Wisdomtree Tr Currency Hedged Transaction History