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 |
---|---|---|---|---|---|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 14, 2024 Q1 2024 |
7,781
shares
|
$265,020
0.21% of portfolio
|
Q1 2024
New holding
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
7,200
shares
|
$245,232
0.0% of portfolio
|
Q4 2023
Reduced 8.86%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
6,907
shares
|
$235,252
0.0% of portfolio
|
Q1 2024
Reduced 40.01%
|
|
Obsidian Personal Planning Solutions LLC
|
May 09, 2024 Q1 2024 |
6,713
shares
|
$228,644
0.15% of portfolio
|
Q1 2024
Added 6.27%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
6,521
shares
|
$222,105
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
5,896
shares
|
$200,817
0.0% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,823
shares
|
$130,211
0.0% of portfolio
|
Q1 2024
Reduced 28.09%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
3,715
shares
|
$126,532
0.0% of portfolio
|
Q1 2024
Added 135.72%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
3,190
shares
|
$108,651
0.0% of portfolio
|
Q1 2024
Added 6.02%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
1,105
shares
|
$37,636
0.02% of portfolio
|
Q4 2022
Reduced 6.2%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
853
shares
|
$29,053
0.0% of portfolio
|
Q1 2024
Added 5.05%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
640
shares
|
$21,798
0.01% of portfolio
|
Q3 2018
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
386
shares
|
$13,147
0.0% of portfolio
|
Q2 2023
Reduced 22.02%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
104
shares
|
$3,542
0.0% of portfolio
|
Q4 2022
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
100
shares
|
$3,406
0.0% of portfolio
|
Q1 2024
Added 3.09%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
100
shares
|
$3,406
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2024
Reduced 99.8%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|