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 44 institutions that hold shares in the stock, with a total of 1.46 Million shares, which have been reported (via 13F filing form) to have a value of $61 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
235,346
shares
|
$9.85 Million
8.47% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
187,496
shares
|
$7.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
171,048
shares
|
$7.16 Million
2.31% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
124,552
shares
|
$5.21 Million
1.08% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
121,823
shares
|
$5.1 Million
0.04% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
105,515
shares
|
$4.42 Million
2.24% of portfolio
|
Q2 2023
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
69,995
shares
|
$2.93 Million
0.46% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
63,984
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
61,880
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
54,656
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
36,291
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,632
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
32,074
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
24,404
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
21,292
shares
|
$891,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,756
shares
|
$659,546
0.06% of portfolio
|
Q2 2025
Added 86.95%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
15,540
shares
|
$650,504
0.22% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
14,935
shares
|
$625,179
0.0% of portfolio
|
Q2 2025
Added 5067.82%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,530
shares
|
$482,645
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,700
shares
|
$364,182
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,084
shares
|
$296,536
0.01% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,658
shares
|
$278,703
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
5,605
shares
|
$234,625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,342
shares
|
$223,616
0.03% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,938
shares
|
$206,704
0.0% of portfolio
|
Q2 2025
Reduced 4.65%
|