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 90 institutions that hold shares in the stock, with a total of 7.05 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
650
shares
|
$23,874
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
640
shares
|
$23,507
0.01% of portfolio
|
Q3 2018
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
574
shares
|
$21,083
0.0% of portfolio
|
Q2 2024
New holding
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
478
shares
|
$17,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
475
shares
|
$17,446
0.0% of portfolio
|
Q4 2024
Added 23.06%
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
220
shares
|
$8,080
0.0% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
116
shares
|
$4,260
0.0% of portfolio
|
Q4 2024
Added 7.41%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
110
shares
|
$4,040
0.0% of portfolio
|
Q3 2020
Reduced 43.3%
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$3,672
0.0% of portfolio
|
Q2 2024
New holding
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
66
shares
|
$2,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
43
shares
|
$1,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
24
shares
|
$881
0.08% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
20
shares
|
$734
0.0% of portfolio
|
Q3 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$36
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|