Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information about the institutional ownership of Wisdomtree Tr Dynamic Currency (DDLS) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 27, 2025
Q2 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
234KNew |
$7.51M - $9.26M
|
234K
$9.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
111K+ 197.99% |
$3.55M - $4.38M
|
167K
$7.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.2KNew |
$1.74M - $2.14M
|
54.2K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.6KNew |
$1.14M - $1.41M
|
35.6K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3KNew |
$683K - $843K
|
21.3K
$900K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 5067.82% |
$470K - $580K
|
14.9K
$632K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8K+ 15.21% |
$443K - $546K
|
105K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
7.33K+ 86.95% |
$235K - $290K
|
15.8K
$666K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$180K - $222K
|
5.61K
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.65K+ 4.11% |
$149K - $184K
|
118K
$4.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.02K+ 6.09% |
$129K - $159K
|
70K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.58KNew |
$82.9K - $102K
|
2.58K
$109K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.79K+ 9.33% |
$57.5K - $70.9K
|
21K
$887K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.64K+ 5.43% |
$52.5K - $64.8K
|
31.8K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4KNew |
$44.8K - $55.3K
|
1.4K
$59.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
939+ 16.49% |
$30.1K - $37.2K
|
6.63K
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
309+ 88.79% |
$9.91K - $12.2K
|
657
$27.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
296New |
$9.5K - $11.7K
|
296
$12.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
236+ 2.09% |
$7.57K - $9.34K
|
11.5K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
126+ 40.91% |
$4.04K - $4.99K
|
434
$18.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
85+ 1.14% |
$2.73K - $3.36K
|
7.57K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39+ 23.49% |
$1.25K - $1.54K
|
205
$8.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30+ 2.65% |
$962 - $1.19K
|
1.16K
$49.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10New |
$321 - $396
|
10
$423
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-146- 0.87% |
$4.68K - $5.78K
|
16.6K
$702K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-241- 4.65% |
$7.73K - $9.54K
|
4.94K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-478- 8.21% |
$15.3K - $18.9K
|
5.34K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.12K- 1.12% |
$67.9K - $83.7K
|
187K
$7.93M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.58K- 96.27% |
$82.9K - $102K
|
100
$4.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.89K- 9.72% |
$221K - $273K
|
64K
$2.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.95K- 12.8% |
$319K - $394K
|
67.8K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.4K- 25.48% |
$398K - $491K
|
36.3K
$1.53M
|