Latest Institutional Purchases of Wisdomtree Tr Dynamic Currency (DDLS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Dynamic Currency (DDLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
111K+ 197.99% |
$3.55M - $4.38M
|
167K
$6.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.2KNew |
$1.74M - $2.14M
|
54.2K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.6KNew |
$1.14M - $1.41M
|
35.6K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3KNew |
$683K - $843K
|
21.3K
$880K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 5067.82% |
$470K - $580K
|
14.9K
$617K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8K+ 15.21% |
$443K - $546K
|
105K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
7.33K+ 86.95% |
$235K - $290K
|
15.8K
$651K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$180K - $222K
|
5.61K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.65K+ 4.11% |
$149K - $184K
|
118K
$4.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.02K+ 6.09% |
$129K - $159K
|
70K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.58KNew |
$82.9K - $102K
|
2.58K
$107K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.79K+ 9.33% |
$57.5K - $70.9K
|
21K
$867K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.64K+ 5.43% |
$52.5K - $64.8K
|
31.8K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4KNew |
$44.8K - $55.3K
|
1.4K
$57.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
939+ 16.49% |
$30.1K - $37.2K
|
6.63K
$274K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
309+ 88.79% |
$9.91K - $12.2K
|
657
$27.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
296New |
$9.5K - $11.7K
|
296
$12.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
236+ 2.09% |
$7.57K - $9.34K
|
11.5K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
126+ 40.91% |
$4.04K - $4.99K
|
434
$17.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
85+ 1.14% |
$2.73K - $3.36K
|
7.57K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39+ 23.49% |
$1.25K - $1.54K
|
205
$8.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30+ 2.65% |
$962 - $1.19K
|
1.16K
$48.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10New |
$321 - $396
|
10
$413
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 48.0% |
$40.9K - $43.7K
|
3.7K
$153K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09KNew |
$37.1K - $39.7K
|
1.09K
$45K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
728New |
$24.8K - $26.5K
|
728
$30.1K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
664New |
$22.6K - $24.2K
|
664
$27.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
629New |
$21.4K - $22.9K
|
629
$26K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
378New |
$12.9K - $13.8K
|
378
$15.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
329New |
$11.2K - $12K
|
329
$13.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$681 - $729
|
20
$827
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9+ 2.14% |
$307 - $328
|
429
$17.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
65.8KNew |
$2.27M - $2.39M
|
65.8K
$2.72M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17New |
$587 - $617
|
17
$703
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
36+ 0.56% |
$1.19K - $1.32K
|
6.45K
$267K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24New |
$794 - $880
|
24
$992
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
4.49KNew |
$150K - $159K
|
4.49K
$186K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
861New |
$28.7K - $30.4K
|
861
$35.6K
|
|
|
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
|
|
|
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
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 4.06% |
$1.6K - $1.72K
|
1.28K
$52.9K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$32 - $34.3
|
1
$41.3
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
218New |
$6.3K - $7.21K
|
218
$9.01K
|
|
| Q2 2023 | |||||||
|
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
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651New |
$20K - $21.2K
|
651
$26.9K
|
|
| 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
|
|