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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$34.3 - $37.6
|
2
$80.1
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-13- 0.11% |
$445 - $489
|
11.9K
$476K
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.27K+ 9.77% |
$77.9K - $85.5K
|
25.5K
$1.02M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.79K+ 37.35% |
$61.3K - $67.3K
|
6.58K
$264K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.4KNew |
$1.35M - $1.48M
|
39.4K
$1.58M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
128KNew |
$4.39M - $4.81M
|
128K
$5.13M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-166K- 20.89% |
$5.69M - $6.24M
|
629K
$25.2M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.07K- 32.8% |
$70.7K - $77.6K
|
4.23K
$169K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-132- 3.54% |
$4.52K - $4.96K
|
3.6K
$144K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.45K+ 2.52% |
$118K - $130K
|
140K
$5.62M
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-52.9K- 16.5% |
$1.81M - $1.99M
|
268K
$10.7M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.6K- 35.31% |
$501K - $551K
|
26.8K
$1.07M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-418- 1.24% |
$14.3K - $15.7K
|
33.3K
$1.33M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-218K- 23.07% |
$7.47M - $8.2M
|
727K
$29.1M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.27K+ 2.43% |
$215K - $236K
|
265K
$10.6M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.56K- 18.82% |
$53.5K - $58.8K
|
6.74K
$270K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.8K+ 12.97% |
$540K - $592K
|
137K
$5.5M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
165New |
$5.65K - $6.2K
|
165
$6.61K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.86K- 29.36% |
$235K - $258K
|
16.5K
$661K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93K+ 10.46% |
$66K - $72.5K
|
20.4K
$815K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13KNew |
$444K - $488K
|
13K
$520K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 60.2% |
$507K - $556K
|
9.78K
$392K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.25K- 9.14% |
$42.9K - $47.2K
|
12.5K
$499K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-41.5K- 7.08% |
$1.42M - $1.56M
|
545K
$21.8M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
304K+ 145.57% |
$10.4M - $11.4M
|
513K
$20.5M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-331K- 88.73% |
$11.3M - $12.5M
|
42.1K
$1.68M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.9KNew |
$1.06M - $1.16M
|
30.9K
$1.24M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02K+ 11.31% |
$35K - $38.4K
|
10.1K
$403K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.59K- 14.04% |
$54.4K - $59.7K
|
9.72K
$389K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
41+ 8.63% |
$1.4K - $1.54K
|
516
$20.7K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
103K+ 643.0% |
$3.54M - $3.89M
|
120K
$4.79M
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.1K- 7.02% |
$37.7K - $41.4K
|
14.6K
$584K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11K- 25.61% |
$378K - $415K
|
32K
$1.28M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
970+ 121.86% |
$33.2K - $36.5K
|
1.77K
$70.7K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-538- 7.35% |
$18.4K - $20.2K
|
6.78K
$272K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.18MNew |
$40.3M - $44.2M
|
1.18M
$47.1M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-679- 12.06% |
$23.1K - $24.2K
|
4.95K
$198K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
43New |
$1.46K - $1.53K
|
43
$1.72K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
31.1KNew |
$1.06M - $1.11M
|
31.1K
$1.24M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
518+ 9.16% |
$17.6K - $18.5K
|
6.17K
$247K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.9K+ 297.45% |
$1.9M - $1.99M
|
74.7K
$2.99M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.57KNew |
$258K - $270K
|
7.57K
$303K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 15.19% |
$40.5K - $42.4K
|
9.02K
$361K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36KNew |
$1.22M - $1.28M
|
36K
$1.44M
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.6KNew |
$225K - $235K
|
6.6K
$264K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39+ 4.57% |
$1.33K - $1.39K
|
892
$35.7K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-298- 2.98% |
$10.1K - $10.6K
|
9.69K
$388K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-3.52K- 33.25% |
$120K - $126K
|
7.07K
$283K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-402- 0.86% |
$13.7K - $14.3K
|
46.2K
$1.85M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
478New |
$16.3K - $17K
|
478
$19.1K
|