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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.78KNew |
$244K - $266K
|
7.78K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
5.9KNew |
$185K - $202K
|
5.9K
$209K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
738+ 4.32% |
$23.2K - $25.3K
|
17.8K
$631K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 5.05% |
$1.29K - $1.4K
|
853
$30.2K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
36.7KNew |
$1.08M - $1.18M
|
36.7K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$2.94K - $3.22K
|
100
$3.54K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14KNew |
$425K - $449K
|
14K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.2KNew |
$370K - $391K
|
12.2K
$433K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.83KNew |
$298K - $315K
|
9.83K
$348K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
263+ 3.43% |
$7.97K - $8.42K
|
7.94K
$281K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
151New |
$4.57K - $4.83K
|
151
$5.35K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
123KNew |
$3.73M - $3.95M
|
123K
$4.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
14.8KNew |
$448K - $475K
|
14.8K
$523K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
$312K - $330K
|
10.3K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
137+ 1.29% |
$4.16K - $4.41K
|
10.7K
$380K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
153+ 72.17% |
$4.5K - $4.83K
|
365
$12.9K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
8.02KNew |
$209K - $241K
|
8.02K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.66K+ 7.78% |
$148K - $170K
|
78.5K
$2.78M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104New |
$2.71K - $3.12K
|
104
$3.68K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 2.41% |
$313 - $360
|
509
$18K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
41.7K+ 54.08% |
$1.09M - $1.22M
|
119K
$4.21M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
772+ 3.22% |
$20.1K - $22.6K
|
24.8K
$877K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
257KNew |
$7.17M - $7.98M
|
257K
$9.08M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.21KNew |
$229K - $255K
|
8.21K
$291K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.75K+ 18.19% |
$48.8K - $54.3K
|
11.3K
$402K
|
|
| Q1 2022 | |||||||
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
82New |
$2.32K - $2.6K
|
82
$2.9K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$419 - $444
|
14
$496
|
|
| Q3 2018 | |||||||
|
Oct 10, 2018
Q3 2018
|
Cordasco Financial Network
|
BUY
|
- |
640New |
N/A
|
640
$22.7K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
N/A
|
500
$17.7K
|
|