Sawtooth Solutions, LLC Wisdomtree Tr Currency Hedged Transaction History

Sawtooth Solutions, LLC

$3.64 Billion
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$27.91 - $29.92 $1.92 Million - $2.06 Million	-68,929 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$24.38 - $28.17 $246,701 - $285,052	10,119 Added 17.21%	68,929 $1.92 Million
Q3 2020 Nov 04, 2020	BUY	$25.22 - $26.73 $144,056 - $152,681	5,712 Added 10.76%	58,810 $1.5 Million
Q2 2020 Aug 06, 2020	BUY	$22.05 - $27.01 $218,559 - $267,723	9,912 Added 22.95%	53,098 $1.35 Million
Q1 2020 May 15, 2020	BUY	$20.08 - $30.89 $58,814 - $90,476	2,929 Added 7.28%	43,186 $988,000
Q4 2019 Feb 12, 2020	BUY	$28.03 - $30.88 $649,483 - $715,520	23,171 Added 135.61%	40,257 $1.22 Million
Q3 2019 Nov 07, 2019	BUY	$28.47 - $29.16 $486,438 - $498,227	17,086 New	17,086 $492,000

Others Institutions Holding DDWM

# of Institutions

82

Shares Held

5.95M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.02M
Shares

$35.1 Million
0.02% of portfolio
Fundamentun, LLC Beachwood, OH

656K
Shares

$22.5 Million
1.76% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$18.2 Million
0.03% of portfolio
Exchange Capital Management, Inc.

461K
Shares

$15.8 Million
2.79% of portfolio
Steward Partners Investment Advisory, LLC

397K
Shares

$13.6 Million
0.13% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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