Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Currency Hedged (DDWM)
This table provides information about the institutional ownership of Wisdomtree Tr Currency Hedged (DDWM) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CURRENCY HEDGED .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.18MNew |
$40.3M - $44.2M
|
1.18M
$46.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
408K+ 494.84% |
$14M - $15.3M
|
490K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
304K+ 145.57% |
$10.4M - $11.4M
|
513K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
290K+ 248.91% |
$9.94M - $10.9M
|
407K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
181KNew |
$6.19M - $6.79M
|
181K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
138KNew |
$4.74M - $5.2M
|
138K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
128KNew |
$4.39M - $4.81M
|
128K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 132.42% |
$3.6M - $3.95M
|
184K
$7.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
103K+ 643.0% |
$3.54M - $3.89M
|
120K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56.4K+ 13.75% |
$1.93M - $2.12M
|
467K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53K+ 7728.13% |
$1.82M - $1.99M
|
53.7K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.4KNew |
$1.35M - $1.48M
|
39.4K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.9KNew |
$1.06M - $1.16M
|
30.9K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
23.6KNew |
$807K - $886K
|
23.6K
$929K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
23.2K+ 29.18% |
$795K - $873K
|
103K
$4.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.5K+ 89662.5% |
$737K - $809K
|
21.5K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6KNew |
$706K - $775K
|
20.6K
$812K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.9KNew |
$579K - $635K
|
16.9K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1K+ 38.43% |
$551K - $605K
|
57.9K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
15.9KNew |
$544K - $597K
|
15.9K
$626K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.8K+ 12.97% |
$540K - $592K
|
137K
$5.41M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13KNew |
$444K - $488K
|
13K
$512K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.4KNew |
$391K - $430K
|
11.4K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$343K - $376K
|
10K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.98KNew |
$308K - $338K
|
8.98K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
8.8KNew |
$301K - $331K
|
8.8K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.67K+ 23.79% |
$297K - $326K
|
45.1K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
8.49K+ 8.31% |
$291K - $319K
|
111K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.75K+ 169.59% |
$231K - $254K
|
10.7K
$423K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.27K+ 2.43% |
$215K - $236K
|
265K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.81K+ 88.85% |
$199K - $218K
|
12.4K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.7KNew |
$195K - $214K
|
5.7K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.52K+ 23.02% |
$121K - $133K
|
18.8K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.45K+ 2.52% |
$118K - $130K
|
140K
$5.54M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.27K+ 9.77% |
$77.9K - $85.5K
|
25.5K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.02K+ 55.78% |
$69K - $75.8K
|
5.63K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93K+ 10.46% |
$66K - $72.5K
|
20.4K
$802K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.93K+ 7.18% |
$66K - $72.5K
|
28.8K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.79K+ 37.35% |
$61.3K - $67.3K
|
6.58K
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02K+ 11.31% |
$35K - $38.4K
|
10.1K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
970+ 121.86% |
$33.2K - $36.5K
|
1.77K
$69.6K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
178+ 0.32% |
$6.1K - $6.69K
|
56.3K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
165New |
$5.65K - $6.2K
|
165
$6.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
41+ 8.63% |
$1.4K - $1.54K
|
516
$20.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11+ 0.26% |
$377 - $414
|
4.19K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.91% |
$68.5 - $75.2
|
222
$8.75K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$34.3 - $37.6
|
2
$78.8
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.11% |
$34.3 - $37.6
|
908
$35.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.86% |
$34.3 - $37.6
|
115
$4.53K
|