Zhang Financial LLC Wisdomtree Tr Currency Hedged Transaction History

Zhang Financial LLC

$1.57 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$27.95 - $31.1 $324,359 - $360,915	-11,605 Closed	0 $0
Q3 2021 Oct 20, 2021	BUY	$29.85 - $31.63 $346,409 - $367,066	11,605 New	11,605 $346,000

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
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