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 107 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $485 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
67,312
shares
|
$2.7 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
61,688
shares
|
$2.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
58,290
shares
|
$2.33 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
56,322
shares
|
$2.26 Million
0.06% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
53,701
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Added 7728.13%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
46,177
shares
|
$1.85 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
42,071
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2025
Reduced 88.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
39,406
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
38,595
shares
|
$1.55 Million
0.82% of portfolio
|
Q2 2025
Reduced 44.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
37,954
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
37,654
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
33,283
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
32,830
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
32,221
shares
|
$1.29 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
32,030
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2025
Reduced 25.61%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
31,078
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
30,945
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
26,826
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.31%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
25,903
shares
|
$1.04 Million
0.41% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
25,545
shares
|
$1.02 Million
0.49% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
24,641
shares
|
$986,872
0.92% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
23,566
shares
|
$943,818
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,439
shares
|
$898,681
0.01% of portfolio
|
Q3 2023
Reduced 9.73%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
21,860
shares
|
$875,492
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,601
shares
|
$825,070
0.0% of portfolio
|
Q1 2025
New holding
|