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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
7,073
shares
|
$283,273
0.09% of portfolio
|
Q4 2024
Reduced 33.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,823
shares
|
$273,261
0.01% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
6,782
shares
|
$271,619
0.01% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,743
shares
|
$270,057
0.0% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
6,598
shares
|
$264,249
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,583
shares
|
$263,649
0.0% of portfolio
|
Q1 2025
Added 37.35%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
6,472
shares
|
$259,203
0.0% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,173
shares
|
$247,228
0.01% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,978
shares
|
$239,418
0.02% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
5,952
shares
|
$238,377
0.1% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,700
shares
|
$228,284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,630
shares
|
$225,481
0.0% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,268
shares
|
$210,983
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
5,079
shares
|
$203,413
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,231
shares
|
$169,451
0.0% of portfolio
|
Q1 2025
Reduced 32.8%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,192
shares
|
$167,889
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,597
shares
|
$144,059
0.01% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,066
shares
|
$122,793
0.0% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,766
shares
|
$70,728
0.02% of portfolio
|
Q1 2025
Added 121.86%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
912
shares
|
$36,525
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
892
shares
|
$35,724
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
698
shares
|
$27,954
0.0% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
650
shares
|
$26,032
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
640
shares
|
$25,632
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
516
shares
|
$20,665
0.0% of portfolio
|
Q1 2025
Added 8.63%
|