Steward Partners Investment Advisory, LLC Wisdomtree Tr Currency Hedged Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 395,137 shares of DDWM stock, worth $13.7 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
395,137
Previous 394,121 0.26%
Holding current value
$13.7 Million
Previous $13.5 Million 0.15%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$33.15 - $35.16 $33,680 - $35,722
1,016 Added 0.26%
395,137 $13.5 Million
Q1 2024

May 15, 2024
BUY
$31.41 - $34.22 $12.4 Million - $13.5 Million
394,121 New
394,121 $13.5 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-1,423 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-1,970 Reduced 58.06%
1,423 $42,000
Q2 2018

Jul 20, 2018
BUY
N/A
3,393 New
3,393 $98,000

Others Institutions Holding DDWM

# of Institutions
75
Shares Held
5.96M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR CURRENCY HEDGED

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