Sky Oak Wealth, LLC Wisdomtree Tr Currency Hedged Transaction History

Sky Oak Wealth, LLC

$454 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$20.08 - $30.89 $246,963 - $379,916	-12,299 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$28.03 - $30.88 $344,740 - $379,793	12,299 New	12,299 $373,000

Others Institutions Holding DDWM

# of Institutions

96

Shares Held

8.16M

Call Options Held

0

Put Options Held

0

Hennion & Walsh Asset Management, Inc.

1.18M
Shares

$44.5 Million
2.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

795K
Shares

$30.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

727K
Shares

$27.6 Million
0.01% of portfolio
Fundamentun, LLC Beachwood, OH

545K
Shares

$20.7 Million
1.16% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$20.1 Million
0.03% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
Sector ETFs
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