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 |
|---|---|---|---|---|---|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
6,598
shares
|
$260,093
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,583
shares
|
$259,501
0.0% of portfolio
|
Q1 2025
Added 37.35%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,173
shares
|
$243,339
0.01% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
5,952
shares
|
$234,627
0.1% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,700
shares
|
$224,694
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,630
shares
|
$221,934
0.0% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,231
shares
|
$166,786
0.0% of portfolio
|
Q1 2025
Reduced 32.8%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,192
shares
|
$165,248
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,597
shares
|
$141,793
0.01% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,066
shares
|
$120,861
0.0% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,766
shares
|
$69,615
0.02% of portfolio
|
Q1 2025
Added 121.86%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
908
shares
|
$35,793
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
892
shares
|
$35,162
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
698
shares
|
$27,515
0.0% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
650
shares
|
$25,623
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
640
shares
|
$25,228
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
516
shares
|
$20,340
0.0% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
222
shares
|
$8,751
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
165
shares
|
$6,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
115
shares
|
$4,533
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
110
shares
|
$4,336
0.0% of portfolio
|
Q3 2020
Reduced 43.3%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$3,942
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2
shares
|
$78
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|