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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
232New |
$7.75K - $8.2K
|
232
$9.59K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.56K+ 4.16% |
$210K - $225K
|
164K
$6.78M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$32 - $34.3
|
1
$41.3
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 4.06% |
$1.6K - $1.72K
|
1.28K
$52.9K
|
|
|
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
$313K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
218New |
$6.3K - $7.21K
|
218
$9.01K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-10.7K- 35.34% |
$326K - $346K
|
19.6K
$809K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651New |
$20K - $21.2K
|
651
$26.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
145KNew |
$4.47M - $4.72M
|
145K
$6M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
106KNew |
$3.25M - $3.43M
|
106K
$4.36M
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15New |
$452 - $492
|
15
$620
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$9.76K - $10.9K
|
350
$14.5K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.81KClosed |
$205K - $231K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
49New |
$1.48K - $1.66K
|
49
$2.03K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-116Closed |
$3.49K - $3.93K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-423Closed |
$14.3K - $15.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-32.3KClosed |
$996K - $1.09M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
694New |
$18.6K - $21.6K
|
694
$28.7K
|
|
| Q2 2020 | |||||||
|
Sep 23, 2021
Q2 2020
|
Systelligence, LLC
|
SELL
|
- |
-161KClosed |
$3.53M - $4.48M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.58KClosed |
$34.6K - $43.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$10.5K - $16.6K
|
500
$20.7K
|
|
| Q3 2019 | |||||||
|
Oct 17, 2019
Q3 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-454Closed |
$13.4K - $13.8K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$46.5K
|
|
|
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
|
|
| Q1 2018 | |||||||
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|