Steward Partners Investment Advisory, LLC Wisdomtree Tr Currency Hedged Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 517,457 shares of DDWM stock, worth $21.9 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
517,457
Previous 486,524 6.36%
Holding current value
$21.9 Million
Previous $19.3 Million 12.1%
% of portfolio
0.13%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$39.39 - $42.09 $1.22 Million - $1.3 Million
30,933 Added 6.36%
517,457 $21.6 Million
Q2 2025

Aug 12, 2025
BUY
$32.86 - $40.05 $657,298 - $801,120
20,003 Added 4.29%
486,524 $19.3 Million
Q1 2025

May 13, 2025
BUY
$34.25 - $37.6 $1.93 Million - $2.12 Million
56,404 Added 13.75%
466,521 $17.2 Million
Q4 2024

Feb 06, 2025
BUY
$34.04 - $35.66 $442,894 - $463,972
13,011 Added 3.28%
410,117 $14.1 Million
Q3 2024

Nov 14, 2024
BUY
$32.7 - $36.14 $64,386 - $71,159
1,969 Added 0.5%
397,106 $14.2 Million
Q2 2024

Aug 08, 2024
BUY
$33.15 - $35.16 $33,680 - $35,722
1,016 Added 0.26%
395,137 $13.5 Million
Q1 2024

May 15, 2024
BUY
$31.41 - $34.22 $12.4 Million - $13.5 Million
394,121 New
394,121 $13.5 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-1,423 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-1,970 Reduced 58.06%
1,423 $42,000
Q2 2018

Jul 20, 2018
BUY
N/A
3,393 New
3,393 $98,000

Others Institutions Holding DDWM

# of Institutions
125
Shares Held
22.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR CURRENCY HEDGED

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  • Ticker DDWM
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