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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
169KNew |
$5.39M - $5.79M
|
169K
$5.79M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-120K- 77.61% |
$3.85M - $4.13M
|
34.7K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78.4K+ 1091.49% |
$2.51M - $2.69M
|
85.6K
$2.94M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27+ 0.55% |
$863 - $927
|
4.96K
$170K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
461New |
$14.7K - $15.8K
|
461
$15.8K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.02K+ 3.77% |
$160K - $172K
|
138K
$4.75M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.39KNew |
$204K - $220K
|
6.39K
$220K
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
443+ 2.22% |
$14.2K - $15.2K
|
20.4K
$701K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.56K+ 4.16% |
$210K - $225K
|
164K
$5.64M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$32 - $34.3
|
1
$34.4
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
223New |
$7.13K - $7.66K
|
223
$7.66K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 6.13% |
$473K - $509K
|
256K
$8.81M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-281- 12.74% |
$8.98K - $9.65K
|
1.93K
$66.1K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16- 0.72% |
$512 - $549
|
2.21K
$75.9K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 4.06% |
$1.6K - $1.72K
|
1.28K
$44K
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
7.14K+ 7.96% |
$228K - $245K
|
96.7K
$3.32M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.29K+ 20.52% |
$41.3K - $44.3K
|
7.58K
$261K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.7K- 40.03% |
$375K - $403K
|
17.6K
$604K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
8.51K+ 32.0% |
$272K - $292K
|
35.1K
$1.21M
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52New |
$1.5K - $1.72K
|
52
$1.79K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
49.1KNew |
$1.42M - $1.62M
|
49.1K
$1.69M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-878- 89.68% |
$25.4K - $29K
|
101
$3.47K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
420New |
$12.1K - $13.9K
|
420
$14.4K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
218New |
$6.3K - $7.21K
|
218
$7.49K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-10.7K- 35.34% |
$326K - $346K
|
19.6K
$672K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
79New |
$2.41K - $2.55K
|
79
$2.71K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651New |
$20K - $21.2K
|
651
$22.4K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
145KNew |
$4.47M - $4.72M
|
145K
$4.99M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
406New |
$12.5K - $13.2K
|
406
$14K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
106KNew |
$3.25M - $3.43M
|
106K
$3.63M
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.74K- 14.04% |
$52.3K - $56.9K
|
10.6K
$365K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15New |
$452 - $492
|
15
$515
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.15K- 89.54% |
$64.8K - $70.5K
|
251
$8.62K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-102- 3.39% |
$2.95K - $3.18K
|
2.91K
$99.9K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$10.1K - $10.9K
|
350
$12K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.81KClosed |
N/A
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
49New |
N/A
|
49
$1.68K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-237- 51.75% |
N/A
|
221
$7.59K
|
|
Q3 2021 | |||||||
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-423Closed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-32.3KClosed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
694New |
N/A
|
694
$23.8K
|
|
Q2 2020 | |||||||
Sep 23, 2021
Q2 2020
|
Systelligence, LLC
|
SELL
|
- |
-161KClosed |
N/A
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.58KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
N/A
|
500
$17.2K
|
|
Q3 2019 | |||||||
Oct 17, 2019
Q3 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-454Closed |
N/A
|
0
$0
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$38.6K
|
|
Aug 09, 2019
Q2 2019
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95KClosed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-385Closed |
N/A
|
0
$0
|