Institutional Ownership Wisdomtree Tr Dynamic Currency (DDLS)
This table provides information about the institutional ownership of Wisdomtree Tr Dynamic Currency (DDLS). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 1.15 Million shares, which have been reported (via 13F filing form) to have a value of $42.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
189,612
shares
|
$6.95 Million
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
113,174
shares
|
$4.15 Million
1.02% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
105,515
shares
|
$3.87 Million
2.24% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
90,750
shares
|
$3.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
77,719
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 72.03%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
65,977
shares
|
$2.42 Million
0.42% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
65,809
shares
|
$2.41 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
61,331
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.6%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
55,905
shares
|
$2.05 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
31,848
shares
|
$1.17 Million
0.19% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
19,188
shares
|
$702,856
0.15% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
16,756
shares
|
$613,772
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,294
shares
|
$413,699
0.0% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8,428
shares
|
$308,717
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,797
shares
|
$285,604
0.0% of portfolio
|
Q4 2024
Added 61.56%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,267
shares
|
$266,190
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,820
shares
|
$213,186
0.04% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
4,491
shares
|
$164,505
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,700
shares
|
$135,531
0.01% of portfolio
|
Q1 2025
Added 48.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,540
shares
|
$93,040
0.0% of portfolio
|
Q3 2024
Added 38.8%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,281
shares
|
$46,923
0.0% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,233
shares
|
$45,164
0.0% of portfolio
|
Q4 2024
Reduced 62.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,100
shares
|
$40,293
0.0% of portfolio
|
Q4 2024
Reduced 34.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
728
shares
|
$26,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
629
shares
|
$23,040
0.01% of portfolio
|
Q1 2025
New holding
|