Latest Institutional Transactions on Wisdomtree Tr Currency Hedged (DDWM)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Currency Hedged (DDWM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
233KNew |
$7.31M - $7.96M
|
233K
$7.92M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.6KNew |
$991K - $1.08M
|
31.6K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.68K- 2.88% |
$52.9K - $57.6K
|
56.8K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.7K+ 3.4% |
$305K - $332K
|
295K
$10M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-945- 1.18% |
$29.7K - $32.3K
|
78.9K
$2.69M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
394KNew |
$12.4M - $13.5M
|
394K
$13.4M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.21K- 1.21% |
$69.4K - $75.7K
|
181K
$6.17M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.49K- 28.09% |
$46.9K - $51.1K
|
3.82K
$130K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4K+ 115.85% |
$1.83M - $2M
|
109K
$3.71M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.4KNew |
$1.58M - $1.72M
|
50.4K
$1.72M
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.78KNew |
$244K - $266K
|
7.78K
$265K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
47.2KNew |
$1.48M - $1.62M
|
47.2K
$1.61M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.32K+ 3.77% |
$261K - $285K
|
229K
$7.81M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
661+ 2.67% |
$20.8K - $22.6K
|
25.4K
$866K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.72K+ 12.91% |
$211K - $230K
|
58.8K
$2M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
79.5K+ 1880.47% |
$2.5M - $2.72M
|
83.8K
$2.85M
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.44K- 1.06% |
$45.2K - $49.2K
|
135K
$4.59M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
181+ 6.02% |
$5.69K - $6.19K
|
3.19K
$109K
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-40- 0.07% |
$1.26K - $1.37K
|
54.4K
$1.85M
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-19.1K- 69.03% |
$598K - $652K
|
8.55K
$291K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-492- 99.8% |
$15.5K - $16.8K
|
1
$34.1
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.14K+ 135.72% |
$67.2K - $73.2K
|
3.72K
$127K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 162.31% |
$510K - $556K
|
26.3K
$894K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 5.05% |
$1.29K - $1.4K
|
853
$29.1K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.2K- 2.37% |
$729K - $795K
|
956K
$32.6M
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-261- 1.92% |
$8.2K - $8.93K
|
13.3K
$453K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
396+ 6.27% |
$12.4K - $13.6K
|
6.71K
$229K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
5.9KNew |
$185K - $202K
|
5.9K
$201K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-115- 1.12% |
$3.61K - $3.94K
|
10.2K
$346K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-770- 1.9% |
$24.2K - $26.3K
|
39.9K
$1.36M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.52KNew |
$205K - $223K
|
6.52K
$222K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-486- 1.36% |
$15.3K - $16.6K
|
35.3K
$1.2M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3+ 3.09% |
$94.2 - $103
|
100
$3.41K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.34K- 8.48% |
$42.1K - $45.8K
|
14.4K
$492K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
336+ 0.53% |
$10.6K - $11.5K
|
63.4K
$2.16M
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.43K+ 2.12% |
$76.2K - $83K
|
117K
$3.97M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.48K- 3.54% |
$109K - $119K
|
95K
$3.24M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.61K- 40.01% |
$145K - $158K
|
6.91K
$235K
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.93K+ 18.09% |
$92.1K - $100K
|
19.1K
$652K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-503K- 36.44% |
$15.8M - $17.2M
|
878K
$29.9M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.85K+ 3.39% |
$215K - $234K
|
209K
$7.12M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
738+ 4.32% |
$23.2K - $25.3K
|
17.8K
$607K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.5K+ 0.73% |
$110K - $120K
|
480K
$16.4M
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-245- 0.35% |
$7.7K - $8.38K
|
70.1K
$2.39M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
321KNew |
$10.1M - $11M
|
321K
$10.9M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.42K- 20.88% |
$76K - $82.8K
|
9.17K
$312K
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
41.8K+ 9.21% |
$1.31M - $1.43M
|
495K
$16.9M
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.88K+ 2.7% |
$58.9K - $64.2K
|
71.4K
$2.43M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26.7KNew |
$839K - $915K
|
26.7K
$910K
|