Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Currency Hedged (DDWM)
This table provides information about the institutional ownership of Wisdomtree Tr Currency Hedged (DDWM) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CURRENCY HEDGED .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
424+ 2.08% |
$13.9K - $17K
|
20.8K
$868K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
388New |
$12.7K - $15.5K
|
388
$16.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
167+ 1.35% |
$5.49K - $6.69K
|
12.5K
$523K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
111+ 1.11% |
$3.65K - $4.45K
|
10.1K
$423K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
104New |
$3.42K - $4.17K
|
104
$4.35K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
96+ 1.42% |
$3.15K - $3.84K
|
6.88K
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
70+ 0.56% |
$2.3K - $2.8K
|
12.5K
$524K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
21+ 0.24% |
$690 - $841
|
8.82K
$369K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.44% |
$131 - $160
|
912
$38.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$32.9 - $40.1
|
1
$41.8
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-17- 14.78% |
$559 - $681
|
98
$4.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-30- 0.3% |
$986 - $1.2K
|
10K
$419K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-51- 30.91% |
$1.68K - $2.04K
|
114
$4.77K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-102- 0.64% |
$3.35K - $4.09K
|
15.8K
$660K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-137- 2.03% |
$4.5K - $5.49K
|
6.61K
$276K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-138- 26.74% |
$4.53K - $5.53K
|
378
$15.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-153- 2.31% |
$5.03K - $6.13K
|
6.47K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-189- 3.06% |
$6.21K - $7.57K
|
5.98K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-224- 2.3% |
$7.36K - $8.97K
|
9.5K
$397K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-464- 1.39% |
$15.2K - $18.6K
|
32.8K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-529- 8.89% |
$17.4K - $21.2K
|
5.42K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-547- 2.32% |
$18K - $21.9K
|
23K
$962K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-679- 12.06% |
$22.3K - $27.2K
|
4.95K
$207K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-845- 5.79% |
$27.8K - $33.8K
|
13.7K
$575K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-947- 13.68% |
$31.1K - $37.9K
|
5.98K
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 4.87% |
$34.5K - $42.1K
|
20.5K
$857K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.07K- 0.77% |
$35.1K - $42.7K
|
137K
$5.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 16.72% |
$45K - $54.9K
|
6.82K
$285K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.6K- 1.56% |
$52.5K - $64K
|
101K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-1.61K- 13.53% |
$52.8K - $64.3K
|
10.3K
$429K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-2.85K- 9.92% |
$93.7K - $114K
|
25.9K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-2.9K- 10.54% |
$95.4K - $116K
|
24.6K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.2K- 19.36% |
$105K - $128K
|
13.3K
$556K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.72K- 15.19% |
$155K - $189K
|
26.4K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.5K- 17.82% |
$246K - $300K
|
34.6K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-10.4K- 9.37% |
$342K - $417K
|
101K
$4.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-11.5K- 44.99% |
$378K - $460K
|
14.1K
$587K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.7K- 2.58% |
$384K - $468K
|
442K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16K- 2.54% |
$525K - $640K
|
613K
$25.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-22.8K- 71.13% |
$749K - $912K
|
9.25K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-29.7K- 78.15% |
$975K - $1.19M
|
8.29K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-31K- 44.58% |
$1.02M - $1.24M
|
38.6K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-51.4K- 95.66% |
$1.69M - $2.06M
|
2.33K
$97.4K
|