Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Currency Hedged (DDWM)
This table provides information about the institutional ownership of Wisdomtree Tr Currency Hedged (DDWM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.11MNew |
$43.8M - $46.8M
|
1.11M
$46.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
656K+ 24.97% |
$25.8M - $27.6M
|
3.28M
$137M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
160K+ 3146.21% |
$6.29M - $6.73M
|
165K
$6.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
143K+ 655.09% |
$5.64M - $6.03M
|
165K
$6.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
85.9K+ 76.69% |
$3.39M - $3.62M
|
198K
$8.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
42.5K+ 63.11% |
$1.67M - $1.79M
|
110K
$4.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
41K+ 3.47% |
$1.61M - $1.73M
|
1.22M
$51M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
38.3K+ 99.36% |
$1.51M - $1.61M
|
76.9K
$3.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
15.4KNew |
$608K - $649K
|
15.4K
$644K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.8K+ 107.68% |
$585K - $625K
|
28.6K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.3K+ 24.56% |
$564K - $602K
|
72.6K
$3.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 38.36% |
$477K - $510K
|
43.7K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.8K+ 20.32% |
$467K - $499K
|
70.1K
$2.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.78K+ 185.67% |
$385K - $412K
|
15K
$629K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
8.81KNew |
$347K - $371K
|
8.81K
$368K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.6K+ 101.9% |
$260K - $278K
|
13.1K
$546K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.55KNew |
$219K - $234K
|
5.55K
$232K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.83K+ 11.54% |
$151K - $161K
|
37K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.6K+ 22.8% |
$142K - $151K
|
19.4K
$810K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.72K+ 41.24% |
$107K - $115K
|
9.33K
$390K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.4K+ 41.51% |
$94.4K - $101K
|
8.17K
$341K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.07K+ 16.62% |
$81.6K - $87.2K
|
14.5K
$607K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.91K+ 4.09% |
$75.2K - $80.4K
|
48.6K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.72KNew |
$67.6K - $72.3K
|
1.72K
$71.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.16K+ 4.47% |
$45.7K - $48.8K
|
27.1K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.05K+ 3.15% |
$41.2K - $44K
|
34.3K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
552+ 8.09% |
$21.7K - $23.2K
|
7.38K
$308K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
459New |
$18.1K - $19.3K
|
459
$19.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
252New |
$9.93K - $10.6K
|
252
$10.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
236New |
$9.3K - $9.93K
|
236
$9.86K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
36+ 0.52% |
$1.42K - $1.52K
|
6.91K
$289K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
10New |
$394 - $421
|
10
$418
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-381- 2.77% |
$15K - $16K
|
13.4K
$558K
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-625- 0.62% |
$24.6K - $26.3K
|
100K
$4.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.1K- 44.76% |
$43.2K - $46.2K
|
1.35K
$56.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.51K- 1.07% |
$59.6K - $63.7K
|
141K
$5.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.53K- 1.51% |
$60.3K - $64.4K
|
99.7K
$4.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.04K- 5.9% |
$80.3K - $85.8K
|
32.5K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.77K- 25.7% |
$267K - $285K
|
19.6K
$818K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-17.1K- 69.38% |
$673K - $720K
|
7.55K
$315K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-38.7K- 9.55% |
$1.52M - $1.63M
|
367K
$15.3M
|