V Wealth Advisors LLC Wisdomtree Tr Currency Hedged Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$30.35 - $32.18 $4,157 - $4,408	137 Added 1.29%	10,728 $335,000
Q1 2023 May 02, 2023	BUY	$29.44 - $31.6 $1,913 - $2,054	65 Added 0.62%	10,591 $327,000
Q4 2022 Jan 20, 2023	BUY	$26.1 - $30.04 $1,096 - $1,261	42 Added 0.4%	10,526 $0
Q3 2022 Nov 04, 2022	BUY	$26.03 - $29.27 $1,926 - $2,165	74 Added 0.71%	10,484 $273,000
Q2 2022 Jul 27, 2022	BUY	$27.95 - $31.1 $4,276 - $4,758	153 Added 1.49%	10,410 $291,000
Q1 2022 May 16, 2022	BUY	$28.24 - $31.74 $1,186 - $1,333	42 Added 0.41%	10,257 $315,000
Q4 2021 Feb 17, 2022	BUY	$29.46 - $31.01 $1,531 - $1,612	52 Added 0.51%	10,215 $315,000
Q3 2021 Oct 21, 2021	BUY	$29.85 - $31.63 $3,193 - $3,384	107 Added 1.06%	10,163 $303,000
Q2 2021 Jul 27, 2021	BUY	$29.96 - $31.68 $2,426 - $2,566	81 Added 0.81%	10,056 $310,000
Q1 2021 Apr 20, 2021	BUY	$27.91 - $29.92 $2,316 - $2,483	83 Added 0.84%	9,975 $297,000
Q4 2020 Jan 25, 2021	BUY	$24.38 - $28.17 $241,166 - $278,657	9,892 New	9,892 $275,000
Q3 2020 Oct 13, 2020	SELL	$25.22 - $26.73 $222,591 - $235,918	-8,826 Closed	0 $0
Q2 2020 Jul 29, 2020	BUY	$22.05 - $27.01 $194,613 - $238,390	8,826 New	8,826 $224,000

Others Institutions Holding DDWM

# of Institutions

82

Shares Held

5.95M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.02M
Shares

$35.3 Million
0.02% of portfolio
Fundamentun, LLC Beachwood, OH

656K
Shares

$22.6 Million
1.76% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$18.3 Million
0.03% of portfolio
Exchange Capital Management, Inc.

461K
Shares

$15.9 Million
2.79% of portfolio
Steward Partners Investment Advisory, LLC

397K
Shares

$13.7 Million
0.13% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

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