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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
20,493
shares
|
$820,744
0.07% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
20,353
shares
|
$815,137
0.0% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
20,154
shares
|
$807,167
0.09% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
18,453
shares
|
$739,042
0.02% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,505
shares
|
$661,025
0.02% of portfolio
|
Q1 2025
Reduced 29.36%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
15,779
shares
|
$631,948
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
14,593
shares
|
$584,449
0.43% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
13,790
shares
|
$552,289
0.15% of portfolio
|
Q2 2025
Added 20.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,977
shares
|
$519,728
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,470
shares
|
$499,423
0.01% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
12,351
shares
|
$494,657
0.01% of portfolio
|
Q1 2025
Added 88.85%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
12,231
shares
|
$489,851
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
11,874
shares
|
$475,553
0.08% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
10,946
shares
|
$438,387
0.1% of portfolio
|
Q3 2022
Reduced 11.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,735
shares
|
$429,936
0.0% of portfolio
|
Q1 2025
Added 169.59%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
10,062
shares
|
$402,983
0.03% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
10,013
shares
|
$401,020
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
9,832
shares
|
$393,771
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,777
shares
|
$391,568
0.02% of portfolio
|
Q1 2025
Reduced 60.2%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,719
shares
|
$389,245
0.02% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
9,689
shares
|
$388,044
0.04% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,981
shares
|
$359,689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
8,799
shares
|
$352,399
0.29% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,766
shares
|
$351,078
0.18% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,023
shares
|
$321,321
0.36% of portfolio
|
Q4 2022
New holding
|