Vest Gen Advisors, LLC Wisdomtree Tr Currency Hedged Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 162,141 shares of DDWM stock, worth $6.87 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
162,141
Previous 139,352
16.35%
Holding current value
$6.87 Million
Previous $5.53 Billion
22.63%
% of portfolio
0.23%
Previous 0.22%
Shares
3 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