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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
55.9KNew |
$1.9M - $2.04M
|
55.9K
$2.26M
|
|
|
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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.54K+ 15.56% |
$325K - $348K
|
70.9K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.7KNew |
$194K - $208K
|
5.7K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77K+ 1.48% |
$94.2K - $101K
|
190K
$7.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.45K+ 117.68% |
$49.4K - $52.9K
|
2.68K
$109K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 48.0% |
$40.9K - $43.7K
|
3.7K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09KNew |
$37.1K - $39.7K
|
1.09K
$44.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
728New |
$24.8K - $26.5K
|
728
$29.5K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
664New |
$22.6K - $24.2K
|
664
$26.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
629New |
$21.4K - $22.9K
|
629
$25.4K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
396+ 3.63% |
$13.5K - $14.4K
|
11.3K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
378New |
$12.9K - $13.8K
|
378
$15.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
329New |
$11.2K - $12K
|
329
$13.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
318+ 1060.0% |
$10.8K - $11.6K
|
348
$14.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
289New |
$9.84K - $10.5K
|
289
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
217+ 2.99% |
$7.39K - $7.91K
|
7.48K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146+ 730.0% |
$4.97K - $5.32K
|
166
$6.72K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
98+ 1.71% |
$3.34K - $3.57K
|
5.82K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34+ 3.09% |
$1.16K - $1.24K
|
1.13K
$45.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$681 - $729
|
20
$809
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9+ 2.14% |
$307 - $328
|
429
$17.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
65.8KNew |
$2.27M - $2.39M
|
65.8K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
8.43KNew |
$291K - $306K
|
8.43K
$341K
|
|
|
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
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$185K - $205K
|
5.61K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
36+ 0.56% |
$1.19K - $1.32K
|
6.45K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24New |
$794 - $880
|
24
$971
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$364 - $403
|
11
$445
|
|
| Q2 2024 | |||||||
|
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
|
|
|
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
$307K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 4.06% |
$1.6K - $1.72K
|
1.28K
$51.8K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$32 - $34.3
|
1
$40.5
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
218New |
$6.3K - $7.21K
|
218
$8.82K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
145KNew |
$4.47M - $4.72M
|
145K
$5.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
106KNew |
$3.25M - $3.43M
|
106K
$4.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651New |
$20K - $21.2K
|
651
$26.3K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15New |
$452 - $492
|
15
$607
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$9.76K - $10.9K
|
350
$14.2K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
49New |
$1.48K - $1.66K
|
49
$1.98K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
694New |
$18.6K - $21.6K
|
694
$28.1K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$10.5K - $16.6K
|
500
$20.2K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$45.5K
|
|