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 82 institutions that hold shares in the stock, with a total of 5.95 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,021,964
shares
|
$35.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
655,597
shares
|
$23 Million
1.76% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
529,237
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
460,903
shares
|
$16.2 Million
2.79% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
397,106
shares
|
$13.9 Million
0.13% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
333,173
shares
|
$11.7 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
270,081
shares
|
$9.46 Million
4.1% of portfolio
|
Q3 2024
Added 162.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
246,570
shares
|
$8.64 Million
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,449
shares
|
$7.48 Million
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
131,716
shares
|
$4.62 Million
3.67% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
123,193
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2024
Added 348.66%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
122,768
shares
|
$4.3 Million
2.59% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
120,010
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
119,474
shares
|
$4.19 Million
2.79% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
111,714
shares
|
$3.91 Million
0.05% of portfolio
|
Q3 2024
Added 107.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
84,191
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
74,422
shares
|
$2.61 Million
0.43% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
72,021
shares
|
$2.52 Million
0.12% of portfolio
|
Q3 2024
Reduced 49.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
70,485
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
69,731
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 17.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
56,505
shares
|
$1.98 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
55,800
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,308
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
49,150
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
46,579
shares
|
$1.63 Million
0.18% of portfolio
|
Q4 2023
Reduced 79.12%
|