Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information about the institutional ownership of Wisdomtree Tr Dynamic Currency (DDLS) during Q4 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR DYNAMIC CURRENCY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
194K+ 3420.15% |
$6.71M - $7.06M
|
200K
$7.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
8.43KNew |
$291K - $306K
|
8.43K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.27KNew |
$251K - $264K
|
7.27K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.84K+ 1.4% |
$133K - $140K
|
278K
$9.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.7K+ 6.32% |
$127K - $134K
|
62.2K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.68K+ 1.54% |
$58.1K - $61.2K
|
111K
$3.94M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
529New |
$18.3K - $19.2K
|
529
$18.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
30New |
$1.04K - $1.09K
|
30
$1.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20+ 0.18% |
$690 - $726
|
10.9K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-577- 34.41% |
$19.9K - $21K
|
1.1K
$39.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.5K- 81.4% |
$51.6K - $54.4K
|
342
$12.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-194K- 97.14% |
$6.71M - $7.06M
|
5.72K
$204K
|