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 30 institutions that hold shares in the stock, with a total of 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $36.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
274,007
shares
|
$9.49 Million
0.0% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
183,281
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
109,081
shares
|
$3.78 Million
0.04% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
105,515
shares
|
$3.66 Million
2.24% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
102,826
shares
|
$3.56 Million
1.08% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
87,114
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Added 56.38%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
58,491
shares
|
$2.03 Million
0.36% of portfolio
|
Q3 2024
Added 52.12%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
30,987
shares
|
$1.07 Million
0.2% of portfolio
|
Q3 2024
Added 31.32%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,811
shares
|
$582,333
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,543
shares
|
$573,049
0.01% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
15,172
shares
|
$525,558
0.13% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,878
shares
|
$376,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
6,449
shares
|
$223,393
0.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
5,686
shares
|
$196,963
0.07% of portfolio
|
Q3 2024
Reduced 97.13%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,605
shares
|
$194,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,826
shares
|
$167,172
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
4,491
shares
|
$155,568
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,287
shares
|
$113,861
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,668
shares
|
$92,419
0.0% of portfolio
|
Q2 2024
Added 549.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,540
shares
|
$87,985
0.0% of portfolio
|
Q3 2024
Added 38.8%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$86,600
0.01% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,839
shares
|
$63,702
0.0% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,677
shares
|
$58,091
0.0% of portfolio
|
Q3 2024
Added 261.42%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,281
shares
|
$44,373
0.0% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
420
shares
|
$14,548
0.01% of portfolio
|
Q4 2023
New holding
|