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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
104New |
$3.42K - $4.17K
|
104
$4.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$32.9 - $40.1
|
1
$42.4
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-547- 2.32% |
$18K - $21.9K
|
23K
$975K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
114KNew |
$3.75M - $4.57M
|
114K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-29.7K- 78.15% |
$975K - $1.19M
|
8.29K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
7.59KNew |
$249K - $304K
|
7.59K
$322K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-224- 2.3% |
$7.36K - $8.97K
|
9.5K
$402K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
388New |
$12.7K - $15.5K
|
388
$16.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-138- 26.74% |
$4.53K - $5.53K
|
378
$16K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-51- 30.91% |
$1.68K - $2.04K
|
114
$4.83K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-22.8K- 71.13% |
$749K - $912K
|
9.25K
$392K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
942+ 9.63% |
$31K - $37.7K
|
10.7K
$454K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.7K- 2.58% |
$384K - $468K
|
442K
$18.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-947- 13.68% |
$31.1K - $37.9K
|
5.98K
$253K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.91% |
$68.5 - $75.2
|
222
$9.41K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6KNew |
$706K - $775K
|
20.6K
$873K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.98KNew |
$308K - $338K
|
8.98K
$381K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.57KNew |
$258K - $270K
|
7.57K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 15.19% |
$40.5K - $42.4K
|
9.02K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36KNew |
$1.22M - $1.28M
|
36K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.6KNew |
$225K - $235K
|
6.6K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39+ 4.57% |
$1.33K - $1.39K
|
892
$37.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-298- 2.98% |
$10.1K - $10.6K
|
9.69K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-3.52K- 33.25% |
$120K - $126K
|
7.07K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-402- 0.86% |
$13.7K - $14.3K
|
46.2K
$1.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
478New |
$16.3K - $17K
|
478
$20.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.47K+ 12.55% |
$48K - $53.1K
|
13.2K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-66.9K- 91.18% |
$2.19M - $2.42M
|
6.47K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66New |
$2.16K - $2.39K
|
66
$2.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-348K- 39.64% |
$11.4M - $12.6M
|
529K
$22.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
286+ 0.13% |
$9.35K - $10.3K
|
213K
$9.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.61KNew |
$52.6K - $58.1K
|
1.61K
$68.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
574New |
$19K - $20.2K
|
574
$24.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
92+ 1.06% |
$3.05K - $3.23K
|
8.77K
$371K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.25K- 26.33% |
$74.6K - $79.1K
|
6.3K
$267K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
650New |
$21.5K - $22.9K
|
650
$27.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
634New |
$21K - $22.3K
|
634
$26.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$3.32K - $3.52K
|
100
$4.24K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
47.2KNew |
$1.48M - $1.62M
|
47.2K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.32K+ 3.77% |
$261K - $285K
|
229K
$9.71M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.78KNew |
$244K - $266K
|
7.78K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-40- 0.07% |
$1.26K - $1.37K
|
54.4K
$2.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
738+ 4.32% |
$23.2K - $25.3K
|
17.8K
$755K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26.7KNew |
$839K - $915K
|
26.7K
$1.13M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
36.7KNew |
$1.08M - $1.18M
|
36.7K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.03K- 41.13% |
$148K - $162K
|
7.19K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$2.94K - $3.22K
|
100
$4.24K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-597- 7.12% |
$17.6K - $19.2K
|
7.79K
$330K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-597- 7.12% |
$17.6K - $19.2K
|
7.79K
$330K
|
|