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

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

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 466,521 shares of DDWM stock, worth $18.5 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

466,521

Previous 410,117 13.75%

Holding current value

$18.5 Million

Previous $14.1 Million 21.73%

% of portfolio

0.16%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$34.25 - $37.6 $1.93 Million - $2.12 Million	56,404 Added 13.75%	466,521 $17.2 Million
Q4 2024 Feb 06, 2025	BUY	$34.04 - $35.66 $442,894 - $463,972	13,011 Added 3.28%	410,117 $14.1 Million
Q3 2024 Nov 14, 2024	BUY	$32.7 - $36.14 $64,386 - $71,159	1,969 Added 0.5%	397,106 $14.2 Million
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

103

Shares Held

12M

Call Options Held

Put Options Held

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About WISDOMTREE TR CURRENCY HEDGED

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