Wealthsource Partners, LLC Wisdomtree Tr Currency Hedged Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 15, 2019	SELL	$28.47 - $29.16 $300,016 - $307,288	-10,538 Closed	0 $0
Q2 2019 Aug 09, 2019	SELL	N/A	-2,966 Reduced 21.96%	10,538 $306,000
Q1 2019 May 16, 2019	BUY	N/A	13,504 New	13,504 $385,000

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

$35.1 Million
0.02% of portfolio
Fundamentun, LLC Beachwood, OH

656K
Shares

$22.5 Million
1.76% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$18.2 Million
0.03% of portfolio
Exchange Capital Management, Inc.

461K
Shares

$15.8 Million
2.79% of portfolio
Steward Partners Investment Advisory, LLC

397K
Shares

$13.6 Million
0.13% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
Sector ETFs
Industry ETFs

More about DDWM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthsource Partners, LLC with notifications on news.