Portland Financial Advisors Inc Wisdomtree Tr Currency Hedged Transaction History
Portland Financial Advisors Inc
- $46.9 Billion
- Q3 2025
A detailed history of Portland Financial Advisors Inc transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Portland Financial Advisors Inc holds 6,598 shares of DDWM stock, worth $279,557. This represents 0.59% of its overall portfolio holdings.
Number of Shares
6,598
Previous 6,598
-0.0%
Holding current value
$279,557
Previous $262 Million
5.4%
% of portfolio
0.59%
Previous 0.63%
Shares
1 transactions
Others Institutions Holding DDWM
# of Institutions
125Shares Held
21.8MCall Options Held
0Put Options Held
0-
Park National Corp3.28MShares$139 Million4.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.12MShares$89.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.91MShares$80.8 Million0.01% of portfolio
-
Tcfg Wealth Management, LLC Laguna Niguel, CA1.23MShares$51.9 Million0.09% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.22MShares$51.7 Million1.97% of portfolio