Institutional Ownership Wisdomtree Tr Currency Hedged (DDWM)
This table provides information about the institutional ownership of Wisdomtree Tr Currency Hedged (DDWM). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 7.07 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
945,230
shares
|
$35.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
795,059
shares
|
$29.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
586,965
shares
|
$21.9 Million
1.29% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
529,237
shares
|
$19.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
456,151
shares
|
$17 Million
2.7% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
410,117
shares
|
$15.3 Million
0.13% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
373,216
shares
|
$13.9 Million
0.36% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
320,765
shares
|
$12 Million
4.36% of portfolio
|
Q4 2024
Added 18.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
258,574
shares
|
$9.65 Million
0.02% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,449
shares
|
$7.96 Million
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
208,912
shares
|
$7.79 Million
0.0% of portfolio
|
Q4 2024
Added 199.6%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
136,994
shares
|
$5.11 Million
3.72% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
123,183
shares
|
$4.6 Million
2.77% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
122,768
shares
|
$4.58 Million
2.59% of portfolio
|
Q2 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
121,509
shares
|
$4.53 Million
0.06% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
116,556
shares
|
$4.35 Million
0.01% of portfolio
|
Q4 2024
Added 742.23%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
102,106
shares
|
$3.81 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
82,448
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
79,579
shares
|
$2.97 Million
0.43% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
79,323
shares
|
$2.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
74,744
shares
|
$2.79 Million
0.0% of portfolio
|
Q4 2024
Added 297.45%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
66,936
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Added 25.56%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
56,144
shares
|
$2.09 Million
0.06% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
46,177
shares
|
$1.72 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
43,059
shares
|
$1.61 Million
0.29% of portfolio
|
Q4 2024
New holding
|