Institutional Ownership Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information about the institutional ownership of Wisdomtree Tr Dynamic Currency (DDLS). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 984,747 shares, which have been reported (via 13F filing form) to have a value of $33.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
256,289
shares
|
$8.81 Million
0.0% of portfolio
|
Q1 2024
Added 6.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
168,616
shares
|
$5.79 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
138,112
shares
|
$4.75 Million
0.06% of portfolio
|
Q1 2024
Added 3.77%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
105,515
shares
|
$3.63 Million
2.24% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2024 Q1 2024 |
96,720
shares
|
$3.32 Million
1.08% of portfolio
|
Q1 2024
Added 7.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
85,597
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2024
Added 1091.49%
|
|
|
Exchange Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
35,121
shares
|
$1.21 Million
0.2% of portfolio
|
Q1 2024
Added 32.0%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
34,723
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Reduced 77.61%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2024 Q1 2024 |
20,406
shares
|
$701,150
0.14% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
17,569
shares
|
$603,670
0.02% of portfolio
|
Q1 2024
Reduced 40.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
7,583
shares
|
$260,551
0.0% of portfolio
|
Q1 2024
Added 20.52%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,394
shares
|
$219,697
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,956
shares
|
$170,288
0.0% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,210
shares
|
$75,935
0.0% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,925
shares
|
$66,143
0.0% of portfolio
|
Q1 2024
Reduced 12.74%
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
1,281
shares
|
$44,015
0.0% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
461
shares
|
$15,839
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
420
shares
|
$14,431
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
251
shares
|
$8,624
0.0% of portfolio
|
Q1 2023
Reduced 89.54%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
223
shares
|
$7,662
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
221
shares
|
$7,593
0.0% of portfolio
|
Q1 2022
Reduced 51.75%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
101
shares
|
$3,470
0.0% of portfolio
|
Q4 2023
Reduced 89.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
52
shares
|
$1,786
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|