Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Currency Hedged (DDWM)
This table provides information about the institutional ownership of Wisdomtree Tr Currency Hedged (DDWM) during Q3 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CURRENCY HEDGED .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
162K+ 21.15% |
$4.92M - $5.2M
|
931K
$32.1M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
90.5KNew |
$2.74M - $2.9M
|
90.5K
$3.13M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.4K+ 5.21% |
$2.01M - $2.13M
|
1.34M
$46.3M
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
54.4KNew |
$1.65M - $1.74M
|
54.4K
$1.88M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
44K+ 21.57% |
$1.33M - $1.41M
|
248K
$8.57M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.3K+ 176.59% |
$1.04M - $1.1M
|
53.8K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
19.9K+ 47.58% |
$604K - $638K
|
61.8K
$2.13M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
18.9K+ 4.58% |
$571K - $603K
|
430K
$14.9M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.3K+ 9.28% |
$526K - $555K
|
204K
$7.05M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
16.6K+ 204.09% |
$502K - $530K
|
24.7K
$852K
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
16.3K+ 31.05% |
$494K - $522K
|
68.9K
$2.38M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14KNew |
$425K - $449K
|
14K
$485K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.2KNew |
$370K - $391K
|
12.2K
$422K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 5.07% |
$325K - $343K
|
222K
$7.68M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 11.69% |
$307K - $324K
|
96.8K
$3.34M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.83KNew |
$298K - $315K
|
9.83K
$340K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.39KNew |
$254K - $268K
|
8.39K
$290K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.2KNew |
$158K - $166K
|
5.2K
$180K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.94K+ 14.14% |
$150K - $158K
|
39.9K
$1.38M
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.16K+ 14.85% |
$65.5K - $69.2K
|
16.7K
$578K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
780+ 14.89% |
$23.6K - $25K
|
6.02K
$208K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
619+ 1.0% |
$18.7K - $19.8K
|
62.6K
$2.16M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
579+ 7.41% |
$17.5K - $18.5K
|
8.39K
$290K
|
|
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
$274K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
215+ 1.22% |
$6.51K - $6.88K
|
17.9K
$617K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
177+ 1.74% |
$5.36K - $5.66K
|
10.3K
$357K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
151New |
$4.57K - $4.83K
|
151
$5.22K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
145New |
$4.39K - $4.64K
|
145
$5.01K
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
114+ 0.77% |
$3.45K - $3.65K
|
14.8K
$513K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
34+ 0.39% |
$1.03K - $1.09K
|
8.67K
$300K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
30+ 0.36% |
$909 - $960
|
8.26K
$285K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-116- 0.1% |
$3.51K - $3.71K
|
116K
$4.01M
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-119- 0.87% |
$3.6K - $3.81K
|
13.6K
$471K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-784- 5.79% |
$23.7K - $25.1K
|
12.8K
$441K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-935- 6.39% |
$28.3K - $29.9K
|
13.7K
$473K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.45K- 11.99% |
$43.9K - $46.3K
|
10.6K
$367K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-1.86K- 20.08% |
$56.3K - $59.5K
|
7.39K
$255K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.37K- 23.56% |
$71.8K - $75.8K
|
7.69K
$266K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.42K- 9.73% |
$73.2K - $77.4K
|
22.4K
$775K
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.89K- 0.6% |
$87.5K - $92.4K
|
479K
$16.6M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.14K- 7.31% |
$95.2K - $101K
|
39.9K
$1.38M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.81K- 10.29% |
$146K - $154K
|
41.9K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.09K- 65.2% |
$154K - $163K
|
2.72K
$93.8K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.6K- 31.44% |
$170K - $179K
|
12.2K
$422K
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-29.5K- 28.55% |
$893K - $944K
|
73.8K
$2.55M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.6K- 37.5% |
$1.32M - $1.39M
|
72.6K
$2.51M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-71.4K- 50.03% |
$2.16M - $2.29M
|
71.3K
$2.46M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-134K- 75.22% |
$4.05M - $4.28M
|
44.1K
$1.52M
|