Institutional Ownership Wisdomtree Tr Currency Hedged (DDWM)
This table provides information about the institutional ownership of Wisdomtree Tr Currency Hedged (DDWM). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 6.24 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
955,781
shares
|
$32.6 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
877,919
shares
|
$29.9 Million
0.05% of portfolio
|
Q1 2024
Reduced 36.44%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 16, 2024 Q1 2024 |
495,460
shares
|
$16.9 Million
1.77% of portfolio
|
Q1 2024
Added 9.21%
|
|
|
Exchange Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
480,374
shares
|
$16.4 Million
2.75% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
394,121
shares
|
$13.4 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
320,898
shares
|
$10.9 Million
0.67% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
294,970
shares
|
$10 Million
0.13% of portfolio
|
Q1 2024
Added 3.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
232,586
shares
|
$7.92 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
209,096
shares
|
$7.12 Million
0.0% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
181,180
shares
|
$6.17 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
134,710
shares
|
$4.59 Million
3.78% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
122,768
shares
|
$4.18 Million
2.59% of portfolio
|
Q2 2023
New holding
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 29, 2024 Q1 2024 |
116,698
shares
|
$3.97 Million
2.81% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
108,840
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2024
Added 115.85%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
94,986
shares
|
$3.24 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
83,754
shares
|
$2.85 Million
1.6% of portfolio
|
Q1 2024
Added 1880.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
78,941
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
Occidental Asset Management, LLC
|
Apr 16, 2024 Q1 2024 |
71,385
shares
|
$2.43 Million
0.46% of portfolio
|
Q1 2024
Added 2.7%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 17, 2024 Q1 2024 |
70,061
shares
|
$2.39 Million
1.17% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Caprock Group, Inc.
|
Apr 29, 2024 Q1 2024 |
63,417
shares
|
$2.16 Million
0.13% of portfolio
|
Q1 2024
Added 0.53%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
58,810
shares
|
$2 Million
0.0% of portfolio
|
Q1 2024
Added 12.91%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
56,809
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.88%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 07, 2024 Q1 2024 |
56,505
shares
|
$1.92 Million
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
54,361
shares
|
$1.85 Million
0.76% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
50,400
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|