Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information about the institutional ownership of Wisdomtree Tr Dynamic Currency (DDLS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
194K+ 3420.15% |
$6.71M - $7.06M
|
200K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
65.8KNew |
$2.27M - $2.39M
|
65.8K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
8.43KNew |
$291K - $306K
|
8.43K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.27KNew |
$251K - $264K
|
7.27K
$258K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.7K+ 37.58% |
$197K - $207K
|
20.9K
$742K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.84K+ 1.4% |
$133K - $140K
|
278K
$9.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.7K+ 6.32% |
$127K - $134K
|
62.2K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.56K+ 1.94% |
$123K - $129K
|
187K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.97K+ 61.56% |
$102K - $108K
|
7.8K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.68K+ 1.54% |
$58.1K - $61.2K
|
111K
$3.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
861+ 2.78% |
$29.7K - $31.3K
|
31.8K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
529New |
$18.3K - $19.2K
|
529
$18.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
30New |
$1.04K - $1.09K
|
30
$1.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20+ 0.18% |
$690 - $726
|
10.9K
$387K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17New |
$587 - $617
|
17
$604
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-577- 34.41% |
$19.9K - $21K
|
1.1K
$39.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.5K- 81.4% |
$51.6K - $54.4K
|
342
$12.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.05K- 62.49% |
$70.9K - $74.6K
|
1.23K
$43.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.8K- 29.6% |
$890K - $936K
|
61.3K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-194K- 97.14% |
$6.71M - $7.06M
|
5.72K
$203K
|