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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.47K+ 12.55% |
$48K - $53.1K
|
13.2K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-66.9K- 91.18% |
$2.19M - $2.42M
|
6.47K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20New |
$654 - $723
|
20
$801
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66New |
$2.16K - $2.39K
|
66
$2.64K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-348K- 39.64% |
$11.4M - $12.6M
|
529K
$21.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
286+ 0.13% |
$9.35K - $10.3K
|
213K
$8.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.61KNew |
$52.6K - $58.1K
|
1.61K
$64.4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
574New |
$19K - $20.2K
|
574
$23K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
92+ 1.06% |
$3.05K - $3.23K
|
8.77K
$351K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.25K- 26.33% |
$74.6K - $79.1K
|
6.3K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
650New |
$21.5K - $22.9K
|
650
$26K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
634New |
$21K - $22.3K
|
634
$25.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$3.32K - $3.52K
|
100
$4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
47.2KNew |
$1.48M - $1.62M
|
47.2K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.32K+ 3.77% |
$261K - $285K
|
229K
$9.18M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.78KNew |
$244K - $266K
|
7.78K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-40- 0.07% |
$1.26K - $1.37K
|
54.4K
$2.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
738+ 4.32% |
$23.2K - $25.3K
|
17.8K
$714K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26.7KNew |
$839K - $915K
|
26.7K
$1.07M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
36.7KNew |
$1.08M - $1.18M
|
36.7K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.03K- 41.13% |
$148K - $162K
|
7.19K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$2.94K - $3.22K
|
100
$4K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-597- 7.12% |
$17.6K - $19.2K
|
7.79K
$312K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-597- 7.12% |
$17.6K - $19.2K
|
7.79K
$312K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-83.1K- 91.8% |
$2.44M - $2.67M
|
7.42K
$297K
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.83KNew |
$298K - $315K
|
9.83K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.42K- 9.73% |
$73.2K - $77.4K
|
22.4K
$899K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14KNew |
$425K - $449K
|
14K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.2KNew |
$370K - $391K
|
12.2K
$490K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-935- 6.39% |
$28.3K - $29.9K
|
13.7K
$548K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
263+ 3.43% |
$7.97K - $8.42K
|
7.94K
$318K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
151New |
$4.57K - $4.83K
|
151
$6.05K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
137+ 1.29% |
$4.16K - $4.41K
|
10.7K
$430K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
14.8KNew |
$448K - $475K
|
14.8K
$592K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
123KNew |
$3.73M - $3.95M
|
123K
$4.92M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-33- 0.47% |
$972 - $1.04K
|
7.05K
$282K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
153+ 72.17% |
$4.5K - $4.83K
|
365
$14.6K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104New |
$2.71K - $3.12K
|
104
$4.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.66K+ 7.78% |
$148K - $170K
|
78.5K
$3.14M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
8.02KNew |
$209K - $241K
|
8.02K
$321K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 2.41% |
$313 - $360
|
509
$20.4K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
41.7K+ 54.08% |
$1.09M - $1.22M
|
119K
$4.76M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
772+ 3.22% |
$20.1K - $22.6K
|
24.8K
$992K
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.45K- 11.73% |
$37.8K - $42.6K
|
10.9K
$438K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-161- 1.96% |
$4.19K - $4.71K
|
8.05K
$322K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-211- 2.24% |
$5.49K - $6.18K
|
9.2K
$368K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.21KNew |
$229K - $255K
|
8.21K
$329K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.75K+ 18.19% |
$48.8K - $54.3K
|
11.3K
$454K
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-57.6K- 88.43% |
$1.61M - $1.79M
|
7.54K
$302K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
257KNew |
$7.17M - $7.98M
|
257K
$10.3M
|
|