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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.86% |
$34.3 - $37.6
|
115
$4.53K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-13- 0.11% |
$445 - $489
|
11.9K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-70- 9.11% |
$2.4K - $2.63K
|
698
$27.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 0.97% |
$2.74K - $3.01K
|
8.19K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-132- 3.54% |
$4.52K - $4.96K
|
3.6K
$142K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-418- 1.24% |
$14.3K - $15.7K
|
33.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-491- 13.8% |
$16.8K - $18.5K
|
3.07K
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-538- 7.35% |
$18.4K - $20.2K
|
6.78K
$267K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-873- 12.79% |
$29.9K - $32.8K
|
5.95K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-895- 3.15% |
$30.7K - $33.7K
|
27.5K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.08K- 14.04% |
$37.1K - $40.7K
|
6.63K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.1K- 7.02% |
$37.7K - $41.4K
|
14.6K
$575K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.25K- 9.14% |
$42.9K - $47.2K
|
12.5K
$492K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.56K- 18.82% |
$53.5K - $58.8K
|
6.74K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.59K- 14.04% |
$54.4K - $59.7K
|
9.72K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.07K- 32.8% |
$70.7K - $77.6K
|
4.23K
$167K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.83K- 0.62% |
$97.1K - $107K
|
453K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.13K- 7.63% |
$107K - $118K
|
38K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.25K- 7.84% |
$180K - $197K
|
61.7K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.86K- 29.36% |
$235K - $258K
|
16.5K
$651K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.45K- 16.52% |
$255K - $280K
|
37.7K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11K- 25.61% |
$378K - $415K
|
32K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-11.9K- 9.66% |
$407K - $447K
|
111K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.6K- 35.31% |
$501K - $551K
|
26.8K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 60.2% |
$507K - $556K
|
9.78K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-16.3K- 70.21% |
$559K - $614K
|
6.93K
$273K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.1K- 43.33% |
$860K - $944K
|
32.8K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-41.5K- 7.08% |
$1.42M - $1.56M
|
545K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-52.9K- 16.5% |
$1.81M - $1.99M
|
268K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-166K- 20.89% |
$5.69M - $6.24M
|
629K
$24.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-218K- 23.07% |
$7.47M - $8.2M
|
727K
$28.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-331K- 88.73% |
$11.3M - $12.5M
|
42.1K
$1.66M
|