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

93

Shares Held

8.28M

Call Options Held

0

Put Options Held

0

Hennion & Walsh Asset Management, Inc.

1.18M
Shares

$42.9 Million
2.01% of portfolio
Lpl Financial LLC Fort Mill, SC

945K
Shares

$34.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

795K
Shares

$29 Million
0.01% of portfolio
Fundamentun, LLC Beachwood, OH

587K
Shares

$21.4 Million
1.29% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

529K
Shares

$19.3 Million
0.03% of portfolio

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
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