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 44 institutions that hold shares in the stock, with a total of 1.56 Million shares, which have been reported (via 13F filing form) to have a value of $64.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
235,346
shares
|
$9.76 Million
8.47% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
201,874
shares
|
$8.37 Million
0.01% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
171,048
shares
|
$7.09 Million
2.31% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
124,552
shares
|
$5.17 Million
1.08% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
121,823
shares
|
$5.05 Million
0.04% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
116,983
shares
|
$4.85 Million
0.2% of portfolio
|
Q3 2025
Added 222.35%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
105,515
shares
|
$4.38 Million
2.24% of portfolio
|
Q2 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
72,074
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
69,995
shares
|
$2.9 Million
0.46% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
61,880
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
56,999
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
54,656
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
32,074
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
24,404
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
22,381
shares
|
$928,140
0.05% of portfolio
|
Q3 2025
Added 42.05%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
15,540
shares
|
$644,443
0.22% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,530
shares
|
$478,149
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,700
shares
|
$360,789
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,084
shares
|
$293,773
0.01% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,658
shares
|
$276,107
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
6,502
shares
|
$269,637
0.0% of portfolio
|
Q3 2025
Reduced 69.46%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
5,605
shares
|
$232,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,918
shares
|
$203,949
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,881
shares
|
$202,415
0.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,700
shares
|
$153,439
0.01% of portfolio
|
Q1 2025
Added 48.0%
|
|