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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,062
shares
|
$127,930
0.03% of portfolio
|
Q2 2025
Added 73.39%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,451
shares
|
$102,402
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,329
shares
|
$97,305
0.0% of portfolio
|
Q2 2025
Reduced 95.66%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
2,328
shares
|
$97,263
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,513
shares
|
$63,213
0.0% of portfolio
|
Q2 2025
Added 116.76%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
912
shares
|
$38,103
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
892
shares
|
$37,267
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
650
shares
|
$27,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
640
shares
|
$26,739
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
388
shares
|
$16,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
378
shares
|
$15,792
0.0% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
236
shares
|
$9,860
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
222
shares
|
$9,275
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
114
shares
|
$4,762
0.0% of portfolio
|
Q2 2025
Reduced 30.91%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
110
shares
|
$4,595
0.0% of portfolio
|
Q3 2020
Reduced 43.3%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
104
shares
|
$4,345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$4,178
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
98
shares
|
$4,094
0.0% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
10
shares
|
$417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|