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 30 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $45.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
277,848
shares
|
$9.94 Million
0.0% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
200,156
shares
|
$7.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 97.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
186,845
shares
|
$6.69 Million
0.01% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
110,765
shares
|
$3.96 Million
0.04% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
105,515
shares
|
$3.78 Million
2.24% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
102,826
shares
|
$3.68 Million
1.08% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
65,809
shares
|
$2.35 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
62,186
shares
|
$2.23 Million
0.37% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
61,331
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.6%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
31,848
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
15,172
shares
|
$542,854
0.13% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,898
shares
|
$389,930
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8,428
shares
|
$301,553
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,797
shares
|
$278,976
0.0% of portfolio
|
Q4 2024
Added 61.56%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,267
shares
|
$260,013
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
4,491
shares
|
$160,687
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,540
shares
|
$90,881
0.0% of portfolio
|
Q3 2024
Added 38.8%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,500
shares
|
$89,450
0.0% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,281
shares
|
$45,834
0.0% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,233
shares
|
$44,116
0.0% of portfolio
|
Q4 2024
Reduced 62.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,100
shares
|
$39,358
0.0% of portfolio
|
Q4 2024
Reduced 34.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
529
shares
|
$18,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
420
shares
|
$15,027
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
411
shares
|
$14,705
0.0% of portfolio
|
Q3 2024
Reduced 84.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
342
shares
|
$12,236
0.0% of portfolio
|
Q4 2024
Reduced 81.4%
|