Defined Financial Planning LLC Wisdomtree Tr Currency Hedged Transaction History

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Defined Financial Planning LLC holds 164,875 shares of DDWM stock, worth $6.99 Million. This represents 5.76% of its overall portfolio holdings.

Number of Shares
164,875
Previous 5,079 3146.21%
Holding current value
$6.99 Million
Previous $200 Million 3367.89%
% of portfolio
5.76%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$39.39 - $42.09 $6.29 Million - $6.73 Million
159,796 Added 3146.21%
164,875 $6.94 Billion
Q2 2025

Jul 22, 2025
BUY
$32.86 - $40.05 $166,895 - $203,413
5,079 New
5,079 $200 Million

Others Institutions Holding DDWM

# of Institutions
125
Shares Held
21.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR CURRENCY HEDGED

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