Townsend Asset Management Corp Wisdomtree Tr Currency Hedged Transaction History

Townsend Asset Management Corp

$251 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 02, 2020	SELL	N/A	-5,126 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	N/A	5,126 New	5,126 $155,000

Others Institutions Holding DDWM

# of Institutions

68

Shares Held

6.24M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

956K
Shares

$32.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

878K
Shares

$29.9 Million
0.05% of portfolio
Fundamentun, LLC Beachwood, OH

495K
Shares

$16.9 Million
1.77% of portfolio
Exchange Capital Management, Inc.

480K
Shares

$16.4 Million
2.75% of portfolio
Steward Partners Investment Advisory, LLC

394K
Shares

$13.4 Million
0.15% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

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