Sawtooth Solutions, LLC Wisdomtree Tr Dynamic Currency Transaction History

Sawtooth Solutions, LLC

$3.64 Billion
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$30.86 - $33.89 $996,376 - $1.09 Million	-32,287 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$26.8 - $31.1 $121,162 - $140,603	4,521 Added 16.28%	32,287 $996,000
Q3 2020 Nov 04, 2020	BUY	$26.18 - $28.36 $68,670 - $74,388	2,623 Added 10.43%	27,766 $769,000
Q2 2020 Aug 06, 2020	BUY	$21.95 - $27.84 $107,620 - $136,499	4,903 Added 24.22%	25,143 $658,000
Q1 2020 May 15, 2020	BUY	$21.04 - $33.29 $38,713 - $61,253	1,840 Added 10.0%	20,240 $468,000
Q4 2019 Feb 12, 2020	BUY	$29.28 - $33.26 $303,867 - $345,172	10,378 Added 129.37%	18,400 $606,000
Q3 2019 Nov 07, 2019	BUY	$29.55 - $30.45 $237,050 - $244,269	8,022 New	8,022 $240,000

Others Institutions Holding DDLS

# of Institutions

30

Shares Held

1.22M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

265K
Shares

$9.28 Million
0.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

198K
Shares

$6.92 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

178K
Shares

$6.24 Million
0.01% of portfolio
Ae Wealth Management LLC

148K
Shares

$5.18 Million
0.06% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$3.69 Million
2.24% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

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