Latest Institutional Transactions on Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Dynamic Currency (DDLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.65K+ 4.11% |
$149K - $184K
|
118K
$4.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.02K+ 6.09% |
$129K - $159K
|
70K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-146- 0.87% |
$4.68K - $5.78K
|
16.6K
$672K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.62K- 33.58% |
$89.2K - $95.4K
|
5.18K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.45K+ 117.68% |
$49.4K - $52.9K
|
2.68K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146+ 730.0% |
$4.97K - $5.32K
|
166
$6.72K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
378New |
$12.9K - $13.8K
|
378
$15.3K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.69K- 5.3% |
$57.5K - $61.5K
|
30.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48.7KNew |
$1.66M - $1.77M
|
48.7K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
217+ 2.99% |
$7.39K - $7.91K
|
7.48K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34+ 3.09% |
$1.16K - $1.24K
|
1.13K
$45.9K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.54K+ 15.56% |
$325K - $348K
|
70.9K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
289New |
$9.84K - $10.5K
|
289
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-221- 41.78% |
$7.53K - $8.05K
|
308
$12.5K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09KNew |
$37.1K - $39.7K
|
1.09K
$44.1K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
664New |
$22.6K - $24.2K
|
664
$26.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.7KNew |
$194K - $208K
|
5.7K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9+ 2.14% |
$307 - $328
|
429
$17.4K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-200K- 72.03% |
$6.82M - $7.29M
|
77.7K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77K+ 1.48% |
$94.2K - $101K
|
190K
$7.67M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
396+ 3.63% |
$13.5K - $14.4K
|
11.3K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-20K- 18.07% |
$682K - $729K
|
90.8K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 48.0% |
$40.9K - $43.7K
|
3.7K
$150K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
55.9KNew |
$1.9M - $2.04M
|
55.9K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
329New |
$11.2K - $12K
|
329
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
98+ 1.71% |
$3.34K - $3.57K
|
5.82K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
629New |
$21.4K - $22.9K
|
629
$25.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
318+ 1060.0% |
$10.8K - $11.6K
|
348
$14.1K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.69K- 8.08% |
$57.4K - $61.4K
|
19.2K
$776K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
728New |
$24.8K - $26.5K
|
728
$29.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$681 - $729
|
20
$809
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.58KNew |
$89.1K - $93.8K
|
2.58K
$105K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17New |
$587 - $617
|
17
$688
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
65.8KNew |
$2.27M - $2.39M
|
65.8K
$2.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.5K- 81.4% |
$51.6K - $54.4K
|
342
$13.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
8.43KNew |
$291K - $306K
|
8.43K
$341K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.26K- 84.6% |
$74.7K - $82.7K
|
411
$16.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
36+ 0.56% |
$1.19K - $1.32K
|
6.45K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$364 - $403
|
11
$445
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24New |
$794 - $880
|
24
$971
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$185K - $205K
|
5.61K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.01K- 5.75% |
$33.4K - $37K
|
16.5K
$669K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.6K- 76.61% |
$2.19M - $2.32M
|
20K
$810K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
4.49KNew |
$150K - $159K
|
4.49K
$182K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
861New |
$28.7K - $30.4K
|
861
$34.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
232New |
$7.75K - $8.2K
|
232
$9.39K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.56K+ 4.16% |
$210K - $225K
|
164K
$6.64M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$32 - $34.3
|
1
$40.5
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 4.06% |
$1.6K - $1.72K
|
1.28K
$51.8K
|
|