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 114 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $627 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
103,008
shares
|
$4.21 Million
0.02% of portfolio
|
Q2 2025
Added 66.98%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
101,198
shares
|
$4.13 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
100,865
shares
|
$4.12 Million
2.51% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
67,312
shares
|
$2.75 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
58,290
shares
|
$2.38 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
58,251
shares
|
$2.38 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
56,322
shares
|
$2.3 Million
0.06% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
56,197
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2025
Added 753.67%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
46,177
shares
|
$1.89 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
43,448
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
38,595
shares
|
$1.58 Million
0.82% of portfolio
|
Q2 2025
Reduced 44.58%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
37,654
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
34,575
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
33,223
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
33,188
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
32,819
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
32,221
shares
|
$1.32 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
31,562
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
31,078
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
27,699
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 803.42%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
25,903
shares
|
$1.06 Million
0.41% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
24,641
shares
|
$1.01 Million
0.92% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
23,019
shares
|
$940,326
0.01% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,439
shares
|
$916,633
0.01% of portfolio
|
Q3 2023
Reduced 9.73%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
21,860
shares
|
$892,981
0.38% of portfolio
|
Q2 2025
New holding
|