A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 66,936 shares of DDWM stock, worth $2.43 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
66,936
Previous 53,308 25.56%
Holding current value
$2.43 Million
Previous $1.91 Million 20.41%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

BUY
$34.04 - $35.66 $463,897 - $485,974
13,628 Added 25.56%
66,936 $2.3 Million
Q3 2024

Nov 13, 2024

SELL
$32.7 - $36.14 $348,712 - $385,396
-10,664 Reduced 16.67%
53,308 $1.91 Million
Q2 2024

Aug 14, 2024

BUY
$33.15 - $35.16 $237,453 - $251,851
7,163 Added 12.61%
63,972 $2.18 Million
Q1 2024

May 15, 2024

SELL
$31.41 - $34.22 $52,894 - $57,626
-1,684 Reduced 2.88%
56,809 $1.94 Million
Q4 2023

Feb 14, 2024

BUY
$29.4 - $32.18 $139,297 - $152,468
4,738 Added 8.81%
58,493 $1.88 Million
Q3 2023

Nov 09, 2023

BUY
$30.29 - $32.0 $1.04 Million - $1.1 Million
34,320 Added 176.59%
53,755 $1.64 Million
Q2 2023

Aug 11, 2023

BUY
$30.35 - $32.18 $305,138 - $323,537
10,054 Added 107.17%
19,435 $607,000
Q1 2023

May 12, 2023

BUY
$29.44 - $31.6 $276,176 - $296,439
9,381 New
9,381 $289,000

Others Institutions Holding DDWM

About WISDOMTREE TR CURRENCY HEDGED


  • Ticker DDWM
  • Sector ETFs
  • Industry ETFs
More about DDWM
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.