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 114 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $627 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,981
shares
|
$366,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
8,799
shares
|
$359,439
0.29% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,766
shares
|
$358,091
0.18% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,294
shares
|
$338,809
0.01% of portfolio
|
Q2 2025
Reduced 78.15%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,023
shares
|
$327,739
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
7,588
shares
|
$309,969
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
6,878
shares
|
$280,966
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,823
shares
|
$278,719
0.01% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,606
shares
|
$269,855
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
6,598
shares
|
$269,528
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
6,472
shares
|
$264,381
0.0% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,984
shares
|
$244,446
0.01% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,978
shares
|
$244,201
0.02% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,775
shares
|
$235,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,700
shares
|
$232,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
5,423
shares
|
$221,529
0.09% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,268
shares
|
$215,197
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
5,079
shares
|
$207,477
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
4,951
shares
|
$202,248
0.0% of portfolio
|
Q2 2025
Reduced 12.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,231
shares
|
$172,836
0.0% of portfolio
|
Q1 2025
Reduced 32.8%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,192
shares
|
$171,243
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,021
shares
|
$164,257
0.01% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,062
shares
|
$125,082
0.03% of portfolio
|
Q2 2025
Added 73.39%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,451
shares
|
$100,123
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,329
shares
|
$95,139
0.0% of portfolio
|
Q2 2025
Reduced 95.66%
|