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 85 institutions that hold shares in the stock, with a total of 6.67 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,021,964
shares
|
$36.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
795,059
shares
|
$28.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
586,965
shares
|
$21.1 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 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
456,151
shares
|
$16.4 Million
2.7% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
410,117
shares
|
$14.7 Million
0.13% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
333,173
shares
|
$12 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
270,081
shares
|
$9.71 Million
4.1% of portfolio
|
Q3 2024
Added 162.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
246,570
shares
|
$8.86 Million
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,449
shares
|
$7.67 Million
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
131,716
shares
|
$4.74 Million
3.67% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
123,193
shares
|
$4.43 Million
0.0% of portfolio
|
Q3 2024
Added 348.66%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
123,183
shares
|
$4.43 Million
2.77% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
122,768
shares
|
$4.41 Million
2.59% of portfolio
|
Q2 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
121,509
shares
|
$4.37 Million
0.06% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
120,010
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
84,191
shares
|
$3.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
79,579
shares
|
$2.86 Million
0.43% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
70,485
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
69,731
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 17.0%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
56,144
shares
|
$2.02 Million
0.06% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,308
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
49,150
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
46,177
shares
|
$1.66 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
41,087
shares
|
$1.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 27.29%
|