Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Currency Hedged (DDWM)
This table provides information about the institutional ownership of Wisdomtree Tr Currency Hedged (DDWM) during Q4 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CURRENCY HEDGED .
| 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
$28.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
139K+ 199.6% |
$4.74M - $4.96M
|
209K
$7.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
103K+ 742.23% |
$3.5M - $3.66M
|
117K
$4.24M
|
|
|
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
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
50.7K+ 18.77% |
$1.73M - $1.81M
|
321K
$11.7M
|
|
|
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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40K+ 12.02% |
$1.36M - $1.43M
|
373K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36KNew |
$1.22M - $1.28M
|
36K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
28.4KNew |
$968K - $1.01M
|
28.4K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
23.3KNew |
$792K - $830K
|
23.3K
$846K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 25.56% |
$464K - $486K
|
66.9K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13K+ 3.28% |
$443K - $464K
|
410K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 4.87% |
$409K - $428K
|
259K
$9.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1K+ 121.47% |
$344K - $360K
|
18.4K
$670K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.8K+ 8.77% |
$333K - $349K
|
122K
$4.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
9.04KNew |
$308K - $322K
|
9.04K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.32KNew |
$249K - $261K
|
7.32K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.6KNew |
$225K - $235K
|
6.6K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.54KNew |
$223K - $233K
|
6.54K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.49K+ 51.74% |
$187K - $196K
|
16.1K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.28K+ 4.01% |
$180K - $188K
|
137K
$4.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.16K+ 6.93% |
$176K - $184K
|
79.6K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.72K+ 25.31% |
$161K - $168K
|
23.4K
$849K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
3.71K+ 3.1% |
$126K - $132K
|
123K
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.62K+ 10.84% |
$89.3K - $93.5K
|
26.8K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.39K+ 18.48% |
$81.3K - $85.2K
|
15.3K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.83K+ 5.28% |
$62.2K - $65.2K
|
36.4K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 24.8% |
$56K - $58.6K
|
8.27K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 15.19% |
$40.5K - $42.4K
|
9.02K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
924+ 13.62% |
$31.5K - $32.9K
|
7.71K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
478New |
$16.3K - $17K
|
478
$17.4K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
377+ 10.46% |
$12.8K - $13.4K
|
3.98K
$145K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
350+ 78.48% |
$11.9K - $12.5K
|
796
$28.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
344+ 0.62% |
$11.7K - $12.3K
|
56.1K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
89+ 23.06% |
$3.03K - $3.17K
|
475
$17.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39+ 4.57% |
$1.33K - $1.39K
|
892
$32.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8+ 7.41% |
$272 - $285
|
116
$4.22K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.33% |
$102 - $107
|
907
$33K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$34 - $35.7
|
1
$36.4
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-120- 14.89% |
$4.08K - $4.28K
|
686
$24.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-298- 2.98% |
$10.1K - $10.6K
|
9.69K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-402- 0.86% |
$13.7K - $14.3K
|
46.2K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-639- 5.1% |
$21.8K - $22.8K
|
11.9K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-689- 9.86% |
$23.5K - $24.6K
|
6.3K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-913- 11.67% |
$31.1K - $32.6K
|
6.91K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.37K- 9.06% |
$46.5K - $48.7K
|
13.7K
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.29K- 6.37% |
$78.1K - $81.8K
|
33.7K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-3.52K- 33.25% |
$120K - $126K
|
7.07K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.72K- 30.92% |
$127K - $133K
|
8.31K
$302K
|