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 $2.55 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
73,328
Previous 70,061 4.66%
Holding current value
$2.55 Million
Previous $2.37 Million 8.31%
% of portfolio
1.13%
Previous 1.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR CURRENCY HEDGED


  • Ticker DDWM
  • Sector ETFs
  • Industry ETFs
More about DDWM
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