Latest Institutional Purchases of Wisdomtree Tr Currency Hedged (DDWM)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Currency Hedged (DDWM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
394KNew |
$12.4M - $13.5M
|
394K
$13.4M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
321KNew |
$10.1M - $11M
|
321K
$10.9M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
233KNew |
$7.31M - $7.96M
|
233K
$7.92M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
79.5K+ 1880.47% |
$2.5M - $2.72M
|
83.8K
$2.85M
|
|
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
|
Old Mission Capital LLC
|
BUY
|
- |
47.2KNew |
$1.48M - $1.62M
|
47.2K
$1.61M
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
41.8K+ 9.21% |
$1.31M - $1.43M
|
495K
$16.9M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.6KNew |
$991K - $1.08M
|
31.6K
$1.08M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26.7KNew |
$839K - $915K
|
26.7K
$910K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 162.31% |
$510K - $556K
|
26.3K
$894K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.7K+ 3.4% |
$305K - $332K
|
295K
$10M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.32K+ 3.77% |
$261K - $285K
|
229K
$7.81M
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.78KNew |
$244K - $266K
|
7.78K
$265K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.85K+ 3.39% |
$215K - $234K
|
209K
$7.12M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.73K+ 61.92% |
$212K - $230K
|
17.6K
$600K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.72K+ 12.91% |
$211K - $230K
|
58.8K
$2M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.52KNew |
$205K - $223K
|
6.52K
$222K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
5.9KNew |
$185K - $202K
|
5.9K
$201K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.34K+ 64.69% |
$136K - $148K
|
11K
$376K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.5K+ 0.73% |
$110K - $120K
|
480K
$16.4M
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.93K+ 18.09% |
$92.1K - $100K
|
19.1K
$652K
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.43K+ 2.12% |
$76.2K - $83K
|
117K
$3.97M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.14K+ 135.72% |
$67.2K - $73.2K
|
3.72K
$127K
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.88K+ 2.7% |
$58.9K - $64.2K
|
71.4K
$2.43M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
738+ 4.32% |
$23.2K - $25.3K
|
17.8K
$607K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
661+ 2.67% |
$20.8K - $22.6K
|
25.4K
$866K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
396+ 6.27% |
$12.4K - $13.6K
|
6.71K
$229K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
336+ 0.53% |
$10.6K - $11.5K
|
63.4K
$2.16M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
181+ 6.02% |
$5.69K - $6.19K
|
3.19K
$109K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 5.05% |
$1.29K - $1.4K
|
853
$29.1K
|
|
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
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
36.7KNew |
$1.08M - $1.18M
|
36.7K
$1.25M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$2.94K - $3.22K
|
100
$3.41K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$2.94K - $3.22K
|
100
$3.41K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14KNew |
$425K - $449K
|
14K
$478K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.2KNew |
$370K - $391K
|
12.2K
$417K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.83KNew |
$298K - $315K
|
9.83K
$335K
|
|
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
$270K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
151New |
$4.57K - $4.83K
|
151
$5.14K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
145New |
$4.39K - $4.64K
|
145
$4.94K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
34+ 0.39% |
$1.03K - $1.09K
|
8.67K
$295K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
123KNew |
$3.73M - $3.95M
|
123K
$4.18M
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
56.5KNew |
$1.71M - $1.82M
|
56.5K
$1.92M
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
14.8KNew |
$448K - $475K
|
14.8K
$503K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
$312K - $330K
|
10.3K
$350K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
321New |
$9.74K - $10.3K
|
321
$10.9K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
137+ 1.29% |
$4.16K - $4.41K
|
10.7K
$365K
|
|
Q1 2023 | |||||||
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
153+ 72.17% |
$4.5K - $4.83K
|
365
$12.4K
|