Latest Institutional Purchases of Wisdomtree Tr Currency Hedged (DDWM)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Currency Hedged (DDWM) 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
795KNew |
$27.1M - $28.4M
|
795K
$28.6M
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
102KNew |
$3.48M - $3.64M
|
102K
$3.67M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
50.7K+ 18.77% |
$1.73M - $1.81M
|
321K
$11.5M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.1KNew |
$1.47M - $1.54M
|
43.1K
$1.55M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36KNew |
$1.22M - $1.28M
|
36K
$1.29M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
28.4KNew |
$968K - $1.01M
|
28.4K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 25.56% |
$464K - $486K
|
66.9K
$2.4M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13K+ 3.28% |
$443K - $464K
|
410K
$14.7M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1K+ 121.47% |
$344K - $360K
|
18.4K
$662K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.8K+ 8.77% |
$333K - $349K
|
122K
$4.36M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
9.04KNew |
$308K - $322K
|
9.04K
$325K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.32KNew |
$249K - $261K
|
7.32K
$263K
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.6KNew |
$225K - $235K
|
6.6K
$237K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.54KNew |
$223K - $233K
|
6.54K
$235K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.28K+ 4.01% |
$180K - $188K
|
137K
$4.92M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.16K+ 6.93% |
$176K - $184K
|
79.6K
$2.86M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.72K+ 25.31% |
$161K - $168K
|
23.4K
$839K
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
3.71K+ 3.1% |
$126K - $132K
|
123K
$4.42M
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.62K+ 10.84% |
$89.3K - $93.5K
|
26.8K
$964K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.83K+ 5.28% |
$62.2K - $65.2K
|
36.4K
$1.31M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 24.8% |
$56K - $58.6K
|
8.27K
$297K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
924+ 13.62% |
$31.5K - $32.9K
|
7.71K
$277K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
478New |
$16.3K - $17K
|
478
$17.2K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
350+ 78.48% |
$11.9K - $12.5K
|
796
$28.6K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
344+ 0.62% |
$11.7K - $12.3K
|
56.1K
$2.02M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
89+ 23.06% |
$3.03K - $3.17K
|
475
$17.1K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39+ 4.57% |
$1.33K - $1.39K
|
892
$32K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8+ 7.41% |
$272 - $285
|
116
$4.17K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.33% |
$102 - $107
|
907
$32.6K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
333KNew |
$10.9M - $12M
|
333K
$12M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.7K+ 348.66% |
$3.13M - $3.46M
|
123K
$4.43M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.8KNew |
$615K - $680K
|
18.8K
$676K
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.9KNew |
$423K - $467K
|
12.9K
$464K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1K+ 17.0% |
$331K - $366K
|
69.7K
$2.5M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.51KNew |
$246K - $272K
|
7.51K
$270K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.27KNew |
$205K - $227K
|
6.27K
$225K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.7KNew |
$186K - $206K
|
5.7K
$205K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.35K+ 46.14% |
$109K - $121K
|
10.6K
$381K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.52K+ 1.03% |
$82.5K - $91.2K
|
247K
$8.86M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.85K+ 3.91% |
$60.5K - $66.9K
|
49.2K
$1.77M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.61KNew |
$52.6K - $58.1K
|
1.61K
$57.8K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.47K+ 12.55% |
$48K - $53.1K
|
13.2K
$473K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
978+ 0.82% |
$32K - $35.3K
|
120K
$4.31M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
782+ 27.61% |
$25.6K - $28.3K
|
3.61K
$130K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
708+ 10.66% |
$23.2K - $25.6K
|
7.35K
$264K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
415+ 13.01% |
$13.6K - $15K
|
3.61K
$129K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
286+ 0.13% |
$9.35K - $10.3K
|
213K
$7.67M
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
112+ 1.67% |
$3.66K - $4.05K
|
6.83K
$245K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66New |
$2.16K - $2.39K
|
66
$2.37K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20New |
$654 - $723
|
20
$718
|