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 82 institutions that hold shares in the stock, with a total of 5.95 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,514
shares
|
$263,290
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
7,349
shares
|
$257,508
0.1% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
6,985
shares
|
$244,754
0.0% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
6,825
shares
|
$239,148
0.12% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
6,783
shares
|
$237,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
6,629
shares
|
$232,280
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
6,466
shares
|
$226,568
0.1% of portfolio
|
Q3 2024
Reduced 91.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,274
shares
|
$219,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,700
shares
|
$199,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,655
shares
|
$198,151
0.01% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,741
shares
|
$166,124
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,065
shares
|
$142,437
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,614
shares
|
$126,634
0.0% of portfolio
|
Q3 2024
Added 27.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,605
shares
|
$126,319
0.0% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,637
shares
|
$57,360
0.0% of portfolio
|
Q3 2024
Reduced 22.71%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,608
shares
|
$56,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
904
shares
|
$31,676
0.02% of portfolio
|
Q2 2024
Reduced 18.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
853
shares
|
$29,889
0.0% of portfolio
|
Q1 2024
Added 5.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
806
shares
|
$28,242
0.0% of portfolio
|
Q3 2024
Added 730.93%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
723
shares
|
$25,333
0.0% of portfolio
|
Q3 2024
Reduced 53.32%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
650
shares
|
$22,776
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
640
shares
|
$22,425
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
574
shares
|
$20,112
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
446
shares
|
$15,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
386
shares
|
$13,525
0.0% of portfolio
|
Q2 2023
Reduced 22.02%
|