Institutional Ownership Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information about the institutional ownership of Wisdomtree Tr Dynamic Currency (DDLS). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 947,648 shares, which have been reported (via 13F filing form) to have a value of $34.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
189,612
shares
|
$6.95 Million
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
113,174
shares
|
$4.15 Million
1.02% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
105,515
shares
|
$3.87 Million
2.24% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
90,750
shares
|
$3.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
77,719
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 72.03%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
70,872
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
65,977
shares
|
$2.42 Million
0.42% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
55,905
shares
|
$2.05 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
48,700
shares
|
$1.78 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
30,160
shares
|
$1.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
19,188
shares
|
$702,856
0.15% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
16,756
shares
|
$613,772
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,294
shares
|
$413,699
0.0% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
8,428
shares
|
$308,717
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,484
shares
|
$274,138
0.01% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,820
shares
|
$213,186
0.04% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,695
shares
|
$208,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,179
shares
|
$189,706
0.0% of portfolio
|
Q1 2025
Reduced 33.58%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
4,491
shares
|
$164,505
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,700
shares
|
$135,531
0.01% of portfolio
|
Q1 2025
Added 48.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,684
shares
|
$98,314
0.0% of portfolio
|
Q1 2025
Added 117.68%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
1,281
shares
|
$46,923
0.0% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,134
shares
|
$41,538
0.0% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,089
shares
|
$39,890
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
728
shares
|
$26,666
0.0% of portfolio
|
Q1 2025
New holding
|