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 17.5 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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
10,032
shares
|
$419,136
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
9,832
shares
|
$410,780
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
9,689
shares
|
$404,806
0.04% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,495
shares
|
$396,701
0.02% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,981
shares
|
$375,226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
8,799
shares
|
$367,622
0.29% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,766
shares
|
$366,243
0.18% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,294
shares
|
$346,523
0.01% of portfolio
|
Q2 2025
Reduced 78.15%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,023
shares
|
$335,200
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
7,864
shares
|
$328,557
0.0% of portfolio
|
Q2 2025
Added 58.84%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
7,588
shares
|
$317,026
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
7,546
shares
|
$315,271
0.27% of portfolio
|
Q3 2025
Reduced 69.38%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,375
shares
|
$308,127
0.01% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
6,878
shares
|
$287,362
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,606
shares
|
$275,998
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
6,598
shares
|
$275,664
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,984
shares
|
$250,011
0.01% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,978
shares
|
$249,760
0.02% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,775
shares
|
$241,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,700
shares
|
$238,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,551
shares
|
$231,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
5,423
shares
|
$226,572
0.09% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,231
shares
|
$176,771
0.0% of portfolio
|
Q1 2025
Reduced 32.8%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,192
shares
|
$175,141
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,021
shares
|
$167,997
0.01% of portfolio
|
Q2 2025
Added 11.79%
|