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 125 institutions that hold shares in the stock, with a total of 21.8 Million shares, which have been reported (via 13F filing form) to have a value of $925 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
3,283,074
shares
|
$139 Million
4.55% of portfolio
|
Q3 2025
Added 24.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,120,071
shares
|
$89.8 Million
0.03% of portfolio
|
Q3 2025
Added 57.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,907,580
shares
|
$80.8 Million
0.01% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
1,225,786
shares
|
$51.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 97.28%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
1,221,360
shares
|
$51.7 Million
1.97% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
1,112,008
shares
|
$47.1 Million
2.02% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
1,111,227
shares
|
$47.1 Million
1.01% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
700,861
shares
|
$29.7 Million
0.01% of portfolio
|
Q3 2025
Added 21.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
604,384
shares
|
$25.6 Million
0.0% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
595,506
shares
|
$25.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
587,639
shares
|
$24.9 Million
0.07% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
576,504
shares
|
$24.4 Million
1.1% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
529,237
shares
|
$22.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
517,457
shares
|
$21.9 Million
0.13% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
442,596
shares
|
$18.8 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
441,635
shares
|
$18.7 Million
2.95% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
403,556
shares
|
$17.1 Million
0.21% of portfolio
|
Q3 2025
Added 186.62%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
366,663
shares
|
$15.5 Million
5.14% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
309,485
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
300,000
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,449
shares
|
$9.04 Million
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
198,007
shares
|
$8.39 Million
2.49% of portfolio
|
Q3 2025
Added 76.69%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
165,062
shares
|
$6.99 Million
2.57% of portfolio
|
Q3 2025
Added 655.09%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
164,875
shares
|
$6.99 Million
5.76% of portfolio
|
Q3 2025
Added 3146.21%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
162,141
shares
|
$6.87 Million
0.23% of portfolio
|
Q3 2025
Added 16.35%
|
|