Occidental Asset Management, LLC Wisdomtree Tr Currency Hedged Transaction History

Occidental Asset Management, LLC

$637 Million
Q4 2024

A detailed history of Occidental Asset Management, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Occidental Asset Management, LLC holds 79,579 shares of DDWM stock, worth $2.89 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

79,579

Previous 74,422 6.93%

Holding current value

$2.89 Million

Previous $2.67 Million 2.51%

% of portfolio

0.43%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$34.04 - $35.66 $175,544 - $183,898	5,157 Added 6.93%	79,579 $2.74 Million
Q3 2024 Oct 11, 2024	BUY	$32.7 - $36.14 $130 - $144	4 Added 0.01%	74,422 $2.67 Million
Q2 2024 Jul 15, 2024	BUY	$33.15 - $35.16 $100,543 - $106,640	3,033 Added 4.25%	74,418 $2.53 Million
Q1 2024 Apr 16, 2024	BUY	$31.41 - $34.22 $58,893 - $64,162	1,875 Added 2.7%	71,385 $2.44 Million
Q4 2023 Jan 18, 2024	BUY	$29.4 - $32.18 $18,874 - $20,659	642 Added 0.93%	69,510 $2.24 Million
Q3 2023 Oct 18, 2023	BUY	$30.29 - $32.0 $494,241 - $522,144	16,317 Added 31.05%	68,868 $2.1 Million
Q2 2023 Jul 11, 2023	BUY	$30.35 - $32.18 $1.59 Million - $1.69 Million	52,551 New	52,551 $1.64 Million

Others Institutions Holding DDWM

# of Institutions

Shares Held

6.76M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
Sector ETFs
Industry ETFs

More about DDWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Occidental Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Occidental Asset Management, LLC with notifications on news.

Account

Occidental Asset Management, LLC Wisdomtree Tr Currency Hedged Transaction History