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

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 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 397,106 shares of DDWM stock, worth $13.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
397,106
Previous 395,137 0.5%
Holding current value
$13.5 Million
Previous $13.5 Million 5.81%
% of portfolio
0.13%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
82
Shares Held
5.95M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR CURRENCY HEDGED

DDWM Quotes by TradingView
  • Ticker DDWM
  • Sector ETFs
  • Industry ETFs
More about DDWM
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email