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 99 institutions that hold shares in the stock, with a total of 9.28 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
14,593
shares
|
$575,256
0.43% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,977
shares
|
$511,553
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,470
shares
|
$491,567
0.01% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
12,351
shares
|
$486,876
0.01% of portfolio
|
Q1 2025
Added 88.85%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
12,231
shares
|
$482,146
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
11,874
shares
|
$468,073
0.08% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
11,427
shares
|
$450,452
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
10,946
shares
|
$431,491
0.1% of portfolio
|
Q3 2022
Reduced 11.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,735
shares
|
$423,173
0.0% of portfolio
|
Q1 2025
Added 169.59%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
10,062
shares
|
$396,644
0.03% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
10,013
shares
|
$394,712
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
9,832
shares
|
$387,577
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,777
shares
|
$385,409
0.02% of portfolio
|
Q1 2025
Reduced 60.2%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,719
shares
|
$383,122
0.02% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
9,689
shares
|
$381,940
0.04% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,981
shares
|
$354,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
8,799
shares
|
$346,856
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,766
shares
|
$345,555
0.18% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
8,193
shares
|
$322,968
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,023
shares
|
$316,266
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
7,073
shares
|
$278,817
0.09% of portfolio
|
Q4 2024
Reduced 33.25%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
6,925
shares
|
$272,983
0.02% of portfolio
|
Q1 2025
Reduced 70.21%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
6,782
shares
|
$267,346
0.01% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,743
shares
|
$265,809
0.0% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
6,625
shares
|
$261,157
0.0% of portfolio
|
Q1 2025
Reduced 14.04%
|