Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information about the institutional ownership of Wisdomtree Tr Dynamic Currency (DDLS) during Q4 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR DYNAMIC CURRENCY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
129K+ 115.42% |
$3.74M - $4.28M
|
241K
$8.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
49.1KNew |
$1.42M - $1.62M
|
49.1K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.3K+ 45.17% |
$1.4M - $1.6M
|
155K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.7K+ 17.41% |
$571K - $653K
|
133K
$4.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.29KNew |
$182K - $208K
|
6.29K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.56K+ 15.44% |
$103K - $118K
|
26.6K
$925K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.19K+ 2.07% |
$92.2K - $105K
|
158K
$5.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
420New |
$12.1K - $13.9K
|
420
$14.6K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
367+ 19.96% |
$10.6K - $12.1K
|
2.21K
$76.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
218New |
$6.3K - $7.21K
|
218
$7.58K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52New |
$1.5K - $1.72K
|
52
$1.81K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
39+ 0.04% |
$1.13K - $1.29K
|
89.6K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-49- 0.98% |
$1.42K - $1.62K
|
4.93K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-177- 0.88% |
$5.12K - $5.85K
|
20K
$694K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-620- 33.5% |
$17.9K - $20.5K
|
1.23K
$42.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-878- 89.68% |
$25.4K - $29K
|
101
$3.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-916- 29.34% |
$26.5K - $30.3K
|
2.21K
$76.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.99K- 47.2% |
$57.6K - $65.8K
|
2.23K
$77.4K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.19K- 96.93% |
$92.1K - $105K
|
101
$3.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.5K- 54.18% |
$246K - $281K
|
7.18K
$250K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-27.2K- 48.18% |
$788K - $901K
|
29.3K
$1.02M
|