Simplicity Wealth,Llc Wisdomtree Tr Currency Hedged Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Simplicity Wealth,Llc holds 70,136 shares of DDWM stock, worth $2.97 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
70,136
Previous 58,290
20.32%
Holding current value
$2.97 Million
Previous $2.31 Million
26.83%
% of portfolio
0.18%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DDWM
# of Institutions
125Shares Held
21.8MCall Options Held
0Put Options Held
0-
Park National Corp3.28MShares$139 Million4.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.12MShares$89.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.91MShares$80.8 Million0.01% of portfolio
-
Tcfg Wealth Management, LLC Laguna Niguel, CA1.23MShares$51.9 Million0.09% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.22MShares$51.7 Million1.97% of portfolio