Latest Institutional Purchases of Wisdomtree Tr Dynamic Currency (DDLS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Dynamic Currency (DDLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.4K+ 56.38% |
$1.04M - $1.15M
|
87.1K
$3.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
20K+ 52.12% |
$663K - $735K
|
58.5K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.8KNew |
$556K - $616K
|
16.8K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.9KNew |
$360K - $399K
|
10.9K
$380K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.98K+ 3.39% |
$297K - $329K
|
274K
$9.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.39K+ 31.32% |
$244K - $271K
|
31K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$185K - $205K
|
5.61K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.11K+ 2.87% |
$169K - $187K
|
183K
$6.41M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.2K+ 16.99% |
$72.9K - $80.7K
|
15.2K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.21K+ 261.42% |
$40.1K - $44.5K
|
1.68K
$58.6K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.2K+ 1.18% |
$39.8K - $44.1K
|
103K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
710+ 38.8% |
$23.5K - $26K
|
2.54K
$88.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
130+ 361.11% |
$4.3K - $4.76K
|
166
$5.81K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
119+ 6.92% |
$3.94K - $4.36K
|
1.84K
$64.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52+ 1.09% |
$1.72K - $1.91K
|
4.83K
$169K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
36+ 0.56% |
$1.19K - $1.32K
|
6.45K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24New |
$794 - $880
|
24
$839
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$364 - $403
|
11
$385
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.03% |
$33.1 - $36.7
|
3.29K
$115K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
4.49KNew |
$150K - $159K
|
4.49K
$157K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.26K+ 549.15% |
$75.4K - $79.7K
|
2.67K
$93.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
861New |
$28.7K - $30.4K
|
861
$30.1K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
437New |
$14.6K - $15.4K
|
437
$15.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
232New |
$7.75K - $8.2K
|
232
$8.11K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.56K+ 4.16% |
$210K - $225K
|
164K
$5.74M
|
|
|
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
$265K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 4.06% |
$1.6K - $1.72K
|
1.28K
$44.8K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$32 - $34.3
|
1
$35
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
420New |
$12.1K - $13.9K
|
420
$14.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
218New |
$6.3K - $7.21K
|
218
$7.62K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
79New |
$2.41K - $2.55K
|
79
$2.76K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
145KNew |
$4.47M - $4.72M
|
145K
$5.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
106KNew |
$3.25M - $3.43M
|
106K
$3.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651New |
$20K - $21.2K
|
651
$22.8K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15New |
$452 - $492
|
15
$525
|
|
| 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 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
49New |
$1.48K - $1.66K
|
49
$1.71K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
694New |
$18.6K - $21.6K
|
694
$24.3K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$10.5K - $16.6K
|
500
$17.5K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$39.3K
|
|