Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information about the institutional ownership of Wisdomtree Tr Dynamic Currency (DDLS) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR DYNAMIC CURRENCY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
49.3KNew |
$1.49M - $1.62M
|
49.3K
$1.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.59K+ 16.19% |
$289K - $315K
|
68.8K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.89KNew |
$148K - $161K
|
4.89K
$169K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.24K+ 7.96% |
$37.4K - $40.7K
|
16.8K
$582K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
581+ 0.65% |
$17.5K - $19.1K
|
90.1K
$3.12M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
575+ 22.24% |
$17.3K - $18.9K
|
3.16K
$109K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
511+ 18.86% |
$15.4K - $16.8K
|
3.22K
$111K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
135+ 0.95% |
$4.07K - $4.43K
|
14.3K
$494K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15New |
$452 - $492
|
15
$519
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-18- 0.01% |
$543 - $591
|
138K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-171- 0.12% |
$5.16K - $5.61K
|
148K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-236- 1.33% |
$7.12K - $7.75K
|
17.5K
$608K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-985- 90.78% |
$29.7K - $32.3K
|
100
$3.46K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.74K- 14.04% |
$52.3K - $56.9K
|
10.6K
$368K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.15K- 89.54% |
$64.8K - $70.5K
|
251
$8.69K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.19K- 24.74% |
$65.9K - $71.7K
|
6.65K
$230K
|