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 121 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $733 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
122,768
shares
|
$5.13 Million
2.59% of portfolio
|
Q2 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
114,117
shares
|
$4.77 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
112,066
shares
|
$4.68 Million
1.46% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
109,795
shares
|
$4.59 Million
1.81% of portfolio
|
Q3 2025
Added 63.11%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
103,008
shares
|
$4.3 Million
0.02% of portfolio
|
Q2 2025
Added 66.98%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
101,198
shares
|
$4.23 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
100,240
shares
|
$4.19 Million
2.6% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
72,558
shares
|
$3.03 Million
0.02% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
58,290
shares
|
$2.44 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
56,322
shares
|
$2.35 Million
0.06% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
56,197
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
Added 753.67%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
48,614
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
46,177
shares
|
$1.93 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
43,670
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 38.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
43,448
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
38,595
shares
|
$1.61 Million
0.82% of portfolio
|
Q2 2025
Reduced 44.58%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
34,269
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
33,188
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
32,819
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
32,536
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
32,221
shares
|
$1.35 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
27,699
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 803.42%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
27,062
shares
|
$1.13 Million
0.42% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
26,356
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
23,019
shares
|
$961,733
0.01% of portfolio
|
Q2 2025
Reduced 2.32%
|