Latest Institutional Sells of Wisdomtree Tr Currency Hedged (DDWM)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Currency Hedged (DDWM) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-348K- 39.64% |
$11.4M - $12.6M
|
529K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-301K- 96.16% |
$9.86M - $10.9M
|
12K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-98K- 53.8% |
$3.21M - $3.54M
|
84.2K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-69.4K- 49.07% |
$2.27M - $2.51M
|
72K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-66.9K- 91.18% |
$2.19M - $2.42M
|
6.47K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.9K- 2.0% |
$683K - $755K
|
1.02M
$35.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 20.91% |
$609K - $673K
|
70.5K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-13.3K- 2.81% |
$435K - $481K
|
461K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7K- 16.67% |
$349K - $385K
|
53.3K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.74K- 7.07% |
$89.6K - $99K
|
36K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.35K- 1.75% |
$76.8K - $84.9K
|
132K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.07K- 12.0% |
$34.9K - $38.6K
|
7.83K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-934- 8.42% |
$30.5K - $33.8K
|
10.2K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-866- 13.28% |
$28.3K - $31.3K
|
5.66K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-860- 2.42% |
$28.1K - $31.1K
|
34.6K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-826- 53.32% |
$27K - $29.9K
|
723
$24.8K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-620- 4.72% |
$20.3K - $22.4K
|
12.5K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-481- 22.71% |
$15.7K - $17.4K
|
1.64K
$56.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-275- 99.28% |
$8.99K - $9.94K
|
2
$68.7
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-223- 3.09% |
$7.29K - $8.06K
|
6.99K
$240K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-177- 1.26% |
$5.79K - $6.4K
|
13.8K
$476K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-69- 0.82% |
$2.26K - $2.49K
|
8.32K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-65- 1.35% |
$2.13K - $2.35K
|
4.74K
$163K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.25K- 26.33% |
$74.6K - $79.1K
|
6.3K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-201- 18.19% |
$6.66K - $7.07K
|
904
$31.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-175- 1.72% |
$5.8K - $6.15K
|
9.99K
$343K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-40- 0.07% |
$1.26K - $1.37K
|
54.4K
$1.87M
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-176K- 79.12% |
$5.19M - $5.68M
|
46.6K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-83.1K- 91.8% |
$2.44M - $2.67M
|
7.42K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.03K- 41.13% |
$148K - $162K
|
7.19K
$247K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-597- 7.12% |
$17.6K - $19.2K
|
7.79K
$268K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-597- 7.12% |
$17.6K - $19.2K
|
7.79K
$268K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-29- 0.27% |
$853 - $933
|
10.6K
$364K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.42K- 9.73% |
$73.2K - $77.4K
|
22.4K
$771K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-935- 6.39% |
$28.3K - $29.9K
|
13.7K
$470K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-109- 22.02% |
$3.31K - $3.51K
|
386
$13.3K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-33- 0.47% |
$972 - $1.04K
|
7.05K
$242K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.45K- 11.73% |
$37.8K - $42.6K
|
10.9K
$376K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-211- 2.24% |
$5.49K - $6.18K
|
9.2K
$316K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-161- 1.96% |
$4.19K - $4.71K
|
8.05K
$277K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-57.6K- 88.43% |
$1.61M - $1.79M
|
7.54K
$259K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-11.6KClosed |
$324K - $361K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-260- 98.48% |
$7.27K - $8.09K
|
4
$137
|
|
| 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
|
|
| 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 | |||||||
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-22.7KClosed |
$572K - $606K
|
0
$0
|
|