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 1.55 Million shares, which have been reported (via 13F filing form) to have a value of $65 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
1,752
shares
|
$72,655
0.05% of portfolio
|
Q3 2025
Added 308.39%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,281
shares
|
$53,123
0.0% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
1,009
shares
|
$41,843
0.0% of portfolio
|
Q3 2025
Added 195.03%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
927
shares
|
$38,442
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
867
shares
|
$35,954
0.0% of portfolio
|
Q3 2025
Reduced 94.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
796
shares
|
$33,010
0.0% of portfolio
|
Q3 2025
Added 288.29%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
636
shares
|
$26,374
0.0% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
629
shares
|
$26,084
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
411
shares
|
$17,044
0.0% of portfolio
|
Q3 2024
Reduced 84.6%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
410
shares
|
$17,002
0.0% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
352
shares
|
$14,597
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
329
shares
|
$13,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
296
shares
|
$12,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
123
shares
|
$5,100
0.0% of portfolio
|
Q3 2025
Reduced 83.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
100
shares
|
$4,147
0.0% of portfolio
|
Q2 2025
Reduced 96.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
27
shares
|
$1,119
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
20
shares
|
$829
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
10
shares
|
$414
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
|