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 38 institutions that hold shares in the stock, with a total of 947,648 shares, which have been reported (via 13F filing form) to have a value of $36.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
664
shares
|
$25,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
629
shares
|
$24,203
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
429
shares
|
$16,507
0.01% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
411
shares
|
$15,815
0.0% of portfolio
|
Q3 2024
Reduced 84.6%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
378
shares
|
$14,545
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
348
shares
|
$13,391
0.0% of portfolio
|
Q1 2025
Added 1060.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
342
shares
|
$13,160
0.0% of portfolio
|
Q4 2024
Reduced 81.4%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
329
shares
|
$12,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
308
shares
|
$11,851
0.0% of portfolio
|
Q1 2025
Reduced 41.78%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
289
shares
|
$11,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
166
shares
|
$6,387
0.0% of portfolio
|
Q1 2025
Added 730.0%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
20
shares
|
$769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|