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 |
---|---|---|---|---|---|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
47,228
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Moody National Bank Trust Division
|
Apr 04, 2024 Q1 2024 |
46,579
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2023
Reduced 79.12%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
39,859
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 15, 2024 Q1 2024 |
36,717
shares
|
$1.25 Million
1.12% of portfolio
|
Q4 2023
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
35,277
shares
|
$1.2 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
31,564
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 12, 2024 Q1 2024 |
26,727
shares
|
$910,321
0.29% of portfolio
|
Q1 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
26,260
shares
|
$894,415
0.0% of portfolio
|
Q1 2024
Added 162.31%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
25,417
shares
|
$865,703
0.0% of portfolio
|
Q1 2024
Added 2.67%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,439
shares
|
$764,272
0.01% of portfolio
|
Q3 2023
Reduced 9.73%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 22, 2024 Q1 2024 |
19,134
shares
|
$651,704
0.37% of portfolio
|
Q1 2024
Added 18.09%
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
17,817
shares
|
$606,847
0.11% of portfolio
|
Q1 2024
Added 4.32%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
17,609
shares
|
$599,762
0.06% of portfolio
|
Q1 2024
Added 61.92%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,442
shares
|
$491,894
0.0% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
American Money Management, LLC
|
May 09, 2024 Q1 2024 |
13,312
shares
|
$453,406
0.1% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
12,231
shares
|
$416,587
0.16% of portfolio
|
Q3 2023
New holding
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
11,041
shares
|
$376,056
0.09% of portfolio
|
Q1 2024
Added 64.69%
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 13, 2024 Q1 2024 |
10,946
shares
|
$372,820
0.11% of portfolio
|
Q3 2022
Reduced 11.73%
|
|
Apeiron Ria LLC
|
Apr 15, 2024 Q1 2024 |
10,596
shares
|
$360,899
0.11% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
10,162
shares
|
$346,117
0.04% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
9,832
shares
|
$334,877
0.01% of portfolio
|
Q3 2023
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
9,168
shares
|
$312,262
0.01% of portfolio
|
Q1 2024
Reduced 20.88%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Apr 29, 2024 Q1 2024 |
8,674
shares
|
$295,436
0.19% of portfolio
|
Q3 2023
Added 0.39%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
May 13, 2024 Q1 2024 |
8,546
shares
|
$291,076
0.02% of portfolio
|
Q1 2024
Reduced 69.03%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,023
shares
|
$273,263
0.36% of portfolio
|
Q4 2022
New holding
|