Capital Asset Advisory Services LLC Wisdomtree Tr Currency Hedged Transaction History

Capital Asset Advisory Services LLC

$2.41 Billion
Q4 2025

A detailed history of Capital Asset Advisory Services LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 1,162,052 shares of DDWM stock, worth $49.2 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

1,162,052

Previous 1,112,008 4.5%

Holding current value

$49.2 Million

Previous $46.5 Million 5.93%

% of portfolio

2.04%

Previous 2.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	BUY	$41.14 - $42.95 $2.06 Million - $2.15 Million	50,044 Added 4.5%	1,162,052 $49.2 Million
Q3 2025 Oct 02, 2025	BUY	$39.39 - $42.09 $43.8 Million - $46.8 Million	1,112,008 New	1,112,008 $46.5 Million
Q3 2023 Oct 18, 2023	SELL	$30.29 - $32.0 $28,321 - $29,920	-935 Reduced 6.39%	13,689 $416,000
Q2 2023 Aug 02, 2023	SELL	$30.35 - $32.18 $50,168 - $53,193	-1,653 Reduced 10.16%	14,624 $457,000
Q1 2023 May 12, 2023	SELL	$29.44 - $31.6 $51,873 - $55,679	-1,762 Reduced 9.77%	16,277 $503,000

Q4 2022 Mar 08, 2023	BUY	$26.1 - $30.04 $470,817 - $541,891	18,039 New	18,039 $527,000
Q1 2021 May 13, 2021	SELL	$27.91 - $29.92 $19,927 - $21,362	-714 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$28.03 - $30.88 $20,013 - $22,048	714 New	714 $22,000

Others Institutions Holding DDWM

# of Institutions

126

Shares Held

22.2M

Call Options Held

Put Options Held

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About WISDOMTREE TR CURRENCY HEDGED

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Capital Asset Advisory Services LLC Wisdomtree Tr Currency Hedged Transaction History