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 42 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $60 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,397
shares
|
$59,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,281
shares
|
$54,173
0.0% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,164
shares
|
$49,225
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
728
shares
|
$30,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
657
shares
|
$27,784
0.0% of portfolio
|
Q2 2025
Added 88.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
629
shares
|
$26,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
434
shares
|
$18,353
0.0% of portfolio
|
Q2 2025
Added 40.91%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
429
shares
|
$18,142
0.01% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
411
shares
|
$17,381
0.0% of portfolio
|
Q3 2024
Reduced 84.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
342
shares
|
$14,463
0.0% of portfolio
|
Q4 2024
Reduced 81.4%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
329
shares
|
$13,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
296
shares
|
$12,517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
205
shares
|
$8,669
0.0% of portfolio
|
Q2 2025
Added 23.49%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
100
shares
|
$4,229
0.0% of portfolio
|
Q2 2025
Reduced 96.27%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
20
shares
|
$845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10
shares
|
$422
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|