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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
28.4KNew |
$968K - $1.01M
|
28.4K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
344+ 0.62% |
$11.7K - $12.3K
|
56.1K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 24.8% |
$56K - $58.6K
|
8.27K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
3.71K+ 3.1% |
$126K - $132K
|
123K
$4.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.9K- 99.9% |
$847K - $887K
|
24
$878
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.83K+ 5.28% |
$62.2K - $65.2K
|
36.4K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-3.52K- 33.25% |
$120K - $126K
|
7.07K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-15.4K- 27.29% |
$525K - $550K
|
41.1K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.62K+ 10.84% |
$89.3K - $93.5K
|
26.8K
$981K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
924+ 13.62% |
$31.5K - $32.9K
|
7.71K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.32KNew |
$249K - $261K
|
7.32K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.16K+ 6.93% |
$176K - $184K
|
79.6K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-913- 11.67% |
$31.1K - $32.6K
|
6.91K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-402- 0.86% |
$13.7K - $14.3K
|
46.2K
$1.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
478New |
$16.3K - $17K
|
478
$17.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.7KNew |
$186K - $206K
|
5.7K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.47K+ 12.55% |
$48K - $53.1K
|
13.2K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.51KNew |
$246K - $272K
|
7.51K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.85K+ 3.91% |
$60.5K - $66.9K
|
49.2K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.8KNew |
$615K - $680K
|
18.8K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.7K+ 348.66% |
$3.13M - $3.46M
|
123K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.27KNew |
$205K - $227K
|
6.27K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
782+ 27.61% |
$25.6K - $28.3K
|
3.61K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-934- 8.42% |
$30.5K - $33.8K
|
10.2K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-66.9K- 91.18% |
$2.19M - $2.42M
|
6.47K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-866- 13.28% |
$28.3K - $31.3K
|
5.66K
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
112+ 1.67% |
$3.66K - $4.05K
|
6.83K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20New |
$654 - $723
|
20
$731
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66New |
$2.16K - $2.39K
|
66
$2.41K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
708+ 10.66% |
$23.2K - $25.6K
|
7.35K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-348K- 39.64% |
$11.4M - $12.6M
|
529K
$19.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
286+ 0.13% |
$9.35K - $10.3K
|
213K
$7.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.61KNew |
$52.6K - $58.1K
|
1.61K
$58.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
574New |
$19K - $20.2K
|
574
$21K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
92+ 1.06% |
$3.05K - $3.23K
|
8.77K
$321K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.25K- 26.33% |
$74.6K - $79.1K
|
6.3K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
650New |
$21.5K - $22.9K
|
650
$23.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
634New |
$21K - $22.3K
|
634
$23.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$3.32K - $3.52K
|
100
$3.66K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
47.2KNew |
$1.48M - $1.62M
|
47.2K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.78KNew |
$244K - $266K
|
7.78K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.32K+ 3.77% |
$261K - $285K
|
229K
$8.38M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-40- 0.07% |
$1.26K - $1.37K
|
54.4K
$1.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
738+ 4.32% |
$23.2K - $25.3K
|
17.8K
$652K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26.7KNew |
$839K - $915K
|
26.7K
$977K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
36.7KNew |
$1.08M - $1.18M
|
36.7K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.03K- 41.13% |
$148K - $162K
|
7.19K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$2.94K - $3.22K
|
100
$3.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-597- 7.12% |
$17.6K - $19.2K
|
7.79K
$285K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-597- 7.12% |
$17.6K - $19.2K
|
7.79K
$285K
|
|