Latest Institutional Transactions on Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Dynamic Currency (DDLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
119+ 6.92% |
$3.94K - $4.36K
|
1.84K
$63.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
130+ 361.11% |
$4.3K - $4.76K
|
166
$5.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.39K+ 31.32% |
$244K - $271K
|
31K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52+ 1.09% |
$1.72K - $1.91K
|
4.83K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.03% |
$33.1 - $36.7
|
3.29K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.9K- 26.27% |
$1.29M - $1.42M
|
109K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.8KNew |
$556K - $616K
|
16.8K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-221- 91.7% |
$7.31K - $8.1K
|
20
$695
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.4K+ 56.38% |
$1.04M - $1.15M
|
87.1K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.11K+ 2.87% |
$169K - $187K
|
183K
$6.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.9KNew |
$360K - $399K
|
10.9K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
710+ 38.8% |
$23.5K - $26K
|
2.54K
$88.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-192K- 97.13% |
$6.35M - $7.04M
|
5.69K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-615- 19.74% |
$20.3K - $22.5K
|
2.5K
$86.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.21K+ 261.42% |
$40.1K - $44.5K
|
1.68K
$58.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
36+ 0.56% |
$1.19K - $1.32K
|
6.45K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.98K+ 3.39% |
$297K - $329K
|
274K
$9.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$364 - $403
|
11
$382
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
20K+ 52.12% |
$663K - $735K
|
58.5K
$2.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24New |
$794 - $880
|
24
$834
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.2K+ 16.99% |
$72.9K - $80.7K
|
15.2K
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$185K - $205K
|
5.61K
$195K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.2K+ 1.18% |
$39.8K - $44.1K
|
103K
$3.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.01K- 5.75% |
$33.4K - $37K
|
16.5K
$575K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.6K- 76.61% |
$2.19M - $2.32M
|
20K
$696K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
437New |
$14.6K - $15.4K
|
437
$15.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
4.49KNew |
$150K - $159K
|
4.49K
$156K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
861New |
$28.7K - $30.4K
|
861
$29.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.26K+ 549.15% |
$75.4K - $79.7K
|
2.67K
$92.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
232New |
$7.75K - $8.2K
|
232
$8.06K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.56K+ 4.16% |
$210K - $225K
|
164K
$5.7M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$32 - $34.3
|
1
$34.8
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 4.06% |
$1.6K - $1.72K
|
1.28K
$44.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.29K+ 20.52% |
$41.3K - $44.3K
|
7.58K
$264K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
420New |
$12.1K - $13.9K
|
420
$14.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
218New |
$6.3K - $7.21K
|
218
$7.58K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-10.7K- 35.34% |
$326K - $346K
|
19.6K
$680K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
79New |
$2.41K - $2.55K
|
79
$2.75K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651New |
$20K - $21.2K
|
651
$22.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
145KNew |
$4.47M - $4.72M
|
145K
$5.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
106KNew |
$3.25M - $3.43M
|
106K
$3.67M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.74K- 14.04% |
$52.3K - $56.9K
|
10.6K
$369K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15New |
$452 - $492
|
15
$521
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$9.76K - $10.9K
|
350
$12.2K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.81KClosed |
$205K - $231K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
49New |
$1.48K - $1.66K
|
49
$1.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-116Closed |
$3.49K - $3.93K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-423Closed |
$14.3K - $15.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-32.3KClosed |
$996K - $1.09M
|
0
$0
|
|