Obsidian Personal Planning Solutions LLC Wisdomtree Tr Currency Hedged Transaction History

Obsidian Personal Planning Solutions LLC

$283 Million
Q3 2025

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 5,252 shares of DDWM stock, worth $222,527. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,252

Previous 5,423 3.15%

Holding current value

$222,527

Previous $215,000 1.86%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$39.39 - $42.09 $6,735 - $7,197	-171 Reduced 3.15%	5,252 $219,000
Q2 2025 Aug 13, 2025	SELL	$32.86 - $40.05 $17,382 - $21,186	-529 Reduced 8.89%	5,423 $215,000
Q1 2025 May 16, 2025	SELL	$34.25 - $37.6 $29,900 - $32,824	-873 Reduced 12.79%	5,952 $218,000
Q3 2024 Nov 06, 2024	BUY	$32.7 - $36.14 $3,662 - $4,047	112 Added 1.67%	6,825 $244,000
Q1 2024 May 09, 2024	BUY	$31.41 - $34.22 $12,438 - $13,551	396 Added 6.27%	6,713 $229,000

Q4 2023 Jan 31, 2024	BUY	$29.4 - $32.18 $185,719 - $203,281	6,317 New	6,317 $203,000
Q2 2022 Jul 19, 2022	BUY	$27.95 - $31.1 $201,323 - $224,013	7,203 New	7,203 $201,000

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

Ticker DDWM
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Obsidian Personal Planning Solutions LLC Wisdomtree Tr Currency Hedged Transaction History