Wealth Advisory Solutions, LLC Wisdomtree Tr Currency Hedged Transaction History

Wealth Advisory Solutions, LLC

$385 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	BUY	N/A	1,746 Added 18.19%	11,344 $317,000
Q1 2022 May 16, 2022	BUY	N/A	9,598 New	9,598 $295,000

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

$32.7 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

878K
Shares

$30 Million
0.05% of portfolio
Fundamentun, LLC Beachwood, OH

495K
Shares

$17 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

$13.5 Million
0.15% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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