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 39 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $41.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
187,496
shares
|
$7.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
117,828
shares
|
$4.83 Million
1.09% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
105,515
shares
|
$4.33 Million
2.24% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
104,556
shares
|
$4.29 Million
0.04% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
77,719
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 72.03%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
70,872
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
69,995
shares
|
$2.87 Million
0.46% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
55,905
shares
|
$2.29 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
54,177
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
48,700
shares
|
$2 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
30,160
shares
|
$1.24 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
19,188
shares
|
$787,091
0.15% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
16,610
shares
|
$681,342
0.11% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,530
shares
|
$472,960
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
8,428
shares
|
$345,716
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,484
shares
|
$306,993
0.01% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,634
shares
|
$272,126
0.0% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,605
shares
|
$229,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,342
shares
|
$219,128
0.03% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,179
shares
|
$212,442
0.0% of portfolio
|
Q1 2025
Reduced 33.58%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,700
shares
|
$151,774
0.01% of portfolio
|
Q1 2025
Added 48.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,684
shares
|
$110,097
0.0% of portfolio
|
Q1 2025
Added 117.68%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,281
shares
|
$52,546
0.0% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,134
shares
|
$46,516
0.0% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,089
shares
|
$44,670
0.0% of portfolio
|
Q1 2025
New holding
|