Latest Institutional Transactions on Wisdomtree Tr Currency Hedged (DDWM)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Currency Hedged (DDWM) 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.49K+ 51.74% |
$187K - $196K
|
16.1K
$585K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.39K+ 18.48% |
$81.3K - $85.2K
|
15.3K
$556K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.72K- 30.92% |
$127K - $133K
|
8.31K
$302K
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
23.3KNew |
$792K - $830K
|
23.3K
$846K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 15.19% |
$40.5K - $42.4K
|
9.02K
$328K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
103K+ 742.23% |
$3.5M - $3.66M
|
117K
$4.24M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 4.87% |
$409K - $428K
|
259K
$9.4M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-689- 9.86% |
$23.5K - $24.6K
|
6.3K
$229K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.28K+ 4.01% |
$180K - $188K
|
137K
$4.98M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.1KNew |
$1.47M - $1.54M
|
43.1K
$1.57M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
377+ 10.46% |
$12.8K - $13.4K
|
3.98K
$145K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40K+ 12.02% |
$1.36M - $1.43M
|
373K
$13.6M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$34 - $35.7
|
1
$36.4
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
139K+ 199.6% |
$4.74M - $4.96M
|
209K
$7.59M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-639- 5.1% |
$21.8K - $22.8K
|
11.9K
$432K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.54KNew |
$223K - $233K
|
6.54K
$238K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-76.7K- 7.51% |
$2.61M - $2.74M
|
945K
$34.4M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-120- 14.89% |
$4.08K - $4.28K
|
686
$24.9K
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
102KNew |
$3.48M - $3.64M
|
102K
$3.71M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 25.56% |
$464K - $486K
|
66.9K
$2.43M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
50.7K+ 18.77% |
$1.73M - $1.81M
|
321K
$11.7M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
89+ 23.06% |
$3.03K - $3.17K
|
475
$17.3K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29K- 41.17% |
$988K - $1.03M
|
41.5K
$1.51M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36KNew |
$1.22M - $1.28M
|
36K
$1.31M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13K+ 3.28% |
$443K - $464K
|
410K
$14.9M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.8K+ 8.77% |
$333K - $349K
|
122K
$4.42M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
795KNew |
$27.1M - $28.4M
|
795K
$28.9M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.33% |
$102 - $107
|
907
$33K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8+ 7.41% |
$272 - $285
|
116
$4.22K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
350+ 78.48% |
$11.9K - $12.5K
|
796
$28.9K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.72K+ 25.31% |
$161K - $168K
|
23.4K
$849K
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.6KNew |
$225K - $235K
|
6.6K
$240K
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.75K- 1.03% |
$162K - $169K
|
456K
$16.6M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1K+ 121.47% |
$344K - $360K
|
18.4K
$670K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39+ 4.57% |
$1.33K - $1.39K
|
892
$32.4K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-298- 2.98% |
$10.1K - $10.6K
|
9.69K
$352K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.29K- 6.37% |
$78.1K - $81.8K
|
33.7K
$1.23M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-47.5K- 65.89% |
$1.62M - $1.69M
|
24.6K
$893K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.37K- 9.06% |
$46.5K - $48.7K
|
13.7K
$499K
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-68.6K- 10.47% |
$2.34M - $2.45M
|
587K
$21.3M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
9.04KNew |
$308K - $322K
|
9.04K
$329K
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
28.4KNew |
$968K - $1.01M
|
28.4K
$1.03M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
344+ 0.62% |
$11.7K - $12.3K
|
56.1K
$2.04M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.9K- 99.9% |
$847K - $887K
|
24
$872
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
3.71K+ 3.1% |
$126K - $132K
|
123K
$4.48M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 24.8% |
$56K - $58.6K
|
8.27K
$301K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.83K+ 5.28% |
$62.2K - $65.2K
|
36.4K
$1.32M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-3.52K- 33.25% |
$120K - $126K
|
7.07K
$257K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-15.4K- 27.29% |
$525K - $550K
|
41.1K
$1.49M
|