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 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.45K- 11.73% |
$37.8K - $42.6K
|
10.9K
$394K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-161- 1.96% |
$4.19K - $4.71K
|
8.05K
$290K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-211- 2.24% |
$5.49K - $6.18K
|
9.2K
$331K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.21KNew |
$229K - $255K
|
8.21K
$295K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.75K+ 18.19% |
$48.8K - $54.3K
|
11.3K
$408K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-260- 98.48% |
$7.27K - $8.09K
|
4
$144
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-57.6K- 88.43% |
$1.61M - $1.79M
|
7.54K
$271K
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
257KNew |
$7.17M - $7.98M
|
257K
$9.23M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-11.6KClosed |
$324K - $361K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
82New |
$2.32K - $2.6K
|
82
$2.95K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-120KClosed |
$3.53M - $3.72M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-283Closed |
$8.48K - $8.97K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$419 - $444
|
14
$504
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-68.9KClosed |
$1.92M - $2.06M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
SELL
|
- |
-815Closed |
$22.7K - $24.4K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-193KClosed |
$4.7M - $5.43M
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39.5KClosed |
$964K - $1.11M
|
0
$0
|
|
Q3 2020 | |||||||
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-84- 43.3% |
$2.12K - $2.25K
|
110
$3.96K
|
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-22.7KClosed |
$572K - $606K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.02KClosed |
$25.7K - $27.2K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-5.13KClosed |
$129K - $137K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-887KClosed |
$19.6M - $24M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.26KClosed |
$49.8K - $61K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-681Closed |
$15K - $18.4K
|
0
$0
|
|
Q1 2020 | |||||||
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.01KClosed |
$20.3K - $31.2K
|
0
$0
|
|
Aug 26, 2020
Q1 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.31KClosed |
$167K - $257K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-306KClosed |
$6.14M - $9.45M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.04KClosed |
$141K - $217K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-12.3KClosed |
$247K - $380K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2KClosed |
$225K - $346K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.67KClosed |
$33.5K - $51.5K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-32.8KClosed |
$658K - $1.01M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-105KClosed |
$2.1M - $3.23M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-184- 1.58% |
$5.16K - $5.68K
|
11.4K
$411K
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$300K - $307K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-205Closed |
$5.84K - $5.98K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-167Closed |
N/A
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.28KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23.3KClosed |
N/A
|
0
$0
|
|
Apr 15, 2019
Q1 2019
|
Affiance Financial, LLC
|
SELL
|
- |
-26.1KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
May 13, 2019
Q4 2018
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-17.2KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-9.78KClosed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 15, 2018
Q3 2018
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.78KClosed |
N/A
|
0
$0
|
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
SELL
|
- |
-23KClosed |
N/A
|
0
$0
|
|
Nov 01, 2018
Q3 2018
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20.9KClosed |
N/A
|
0
$0
|
|
Oct 23, 2018
Q3 2018
|
Spinnaker Trust
|
SELL
|
- |
-45.4KClosed |
N/A
|
0
$0
|
|
Oct 10, 2018
Q3 2018
|
Cordasco Financial Network
|
BUY
|
- |
640New |
N/A
|
640
$23K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-295Closed |
N/A
|
0
$0
|
|
Q4 2017 | |||||||
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
N/A
|
500
$18K
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.26KClosed |
N/A
|
0
$0
|