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 42 institutions that hold shares in the stock, with a total of 1.19 Million shares, which have been reported (via 13F filing form) to have a value of $49.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
187,496
shares
|
$7.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
166,589
shares
|
$6.89 Million
2.36% of portfolio
|
Q2 2025
Added 197.99%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
117,828
shares
|
$4.87 Million
1.09% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
105,515
shares
|
$4.36 Million
2.24% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
104,556
shares
|
$4.32 Million
0.04% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
69,995
shares
|
$2.89 Million
0.46% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
67,774
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
63,984
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
54,177
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
36,291
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,632
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
31,797
shares
|
$1.31 Million
0.2% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
21,292
shares
|
$879,998
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
20,979
shares
|
$867,062
0.15% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
16,610
shares
|
$686,491
0.11% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,756
shares
|
$651,195
0.06% of portfolio
|
Q2 2025
Added 86.95%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
14,935
shares
|
$617,263
0.0% of portfolio
|
Q2 2025
Added 5067.82%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,530
shares
|
$476,534
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,569
shares
|
$312,826
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,634
shares
|
$274,183
0.0% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,605
shares
|
$231,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,342
shares
|
$220,784
0.03% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,938
shares
|
$204,087
0.0% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,700
shares
|
$152,921
0.01% of portfolio
|
Q1 2025
Added 48.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,583
shares
|
$106,755
0.0% of portfolio
|
Q2 2025
New holding
|