Cambridge Investment Research Advisors, Inc. Wisdomtree Tr Dynamic Currency Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$30.15 - $32.82 $52,310 - $56,942	-1,735 Reduced 14.04%	10,621 $335,000
Q4 2022 Feb 08, 2023	BUY	$27.89 - $31.17 $15,339 - $17,143	550 Added 4.66%	12,356 $370,000
Q3 2022 Oct 17, 2022	BUY	$27.91 - $32.09 $2,539 - $2,920	91 Added 0.78%	11,806 $0
Q2 2022 Jul 13, 2022	BUY	$30.12 - $33.92 $14,819 - $16,688	492 Added 4.38%	11,715 $0
Q1 2022 May 12, 2022	SELL	$31.22 - $35.63 $12,581 - $14,358	-403 Reduced 3.47%	11,223 $0
Q4 2021 Feb 03, 2022	BUY	$33.56 - $35.7 $19,531 - $20,777	582 Added 5.27%	11,626 $0
Q3 2021 Nov 02, 2021	BUY	$33.83 - $36.67 $111,097 - $120,424	3,284 Added 42.32%	11,044 $0
Q2 2021 Aug 10, 2021	BUY	$33.99 - $35.56 $263,762 - $275,945	7,760 New	7,760 $0
Q4 2020 Feb 04, 2021	SELL	$26.8 - $31.1 $211,800 - $245,783	-7,903 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$26.18 - $28.36 $206,900 - $224,129	7,903 New	7,903 $0

Others Institutions Holding DDLS

# of Institutions

Shares Held

1.22M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

265K
Shares

$9.28 Million
0.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

198K
Shares

$6.92 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

178K
Shares

$6.24 Million
0.01% of portfolio
Ae Wealth Management LLC

148K
Shares

$5.18 Million
0.06% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$3.69 Million
2.24% of portfolio

View Full List

About WISDOMTREE TR DYNAMIC CURRENCY

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