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 99 institutions that hold shares in the stock, with a total of 9.28 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,175,201
shares
|
$46.3 Million
2.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
727,202
shares
|
$28.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
628,991
shares
|
$24.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
545,437
shares
|
$21.5 Million
1.16% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
529,237
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
513,027
shares
|
$20.2 Million
0.01% of portfolio
|
Q1 2025
Added 145.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
490,430
shares
|
$19.3 Million
0.0% of portfolio
|
Q1 2025
Added 494.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
466,521
shares
|
$18.4 Million
0.16% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
453,317
shares
|
$17.9 Million
2.99% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
406,676
shares
|
$16 Million
0.05% of portfolio
|
Q1 2025
Added 248.91%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
267,827
shares
|
$10.6 Million
3.74% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
264,846
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,449
shares
|
$8.41 Million
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
184,361
shares
|
$7.27 Million
0.0% of portfolio
|
Q1 2025
Added 132.42%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
180,711
shares
|
$7.12 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
140,441
shares
|
$5.54 Million
3.98% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
138,334
shares
|
$5.45 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
137,263
shares
|
$5.41 Million
0.07% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
128,049
shares
|
$5.05 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
122,768
shares
|
$4.84 Million
2.59% of portfolio
|
Q2 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
119,556
shares
|
$4.71 Million
0.01% of portfolio
|
Q1 2025
Added 643.0%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
111,288
shares
|
$4.39 Million
2.79% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
110,592
shares
|
$4.36 Million
1.47% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
102,797
shares
|
$4.05 Million
0.58% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
61,688
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.84%
|