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 30 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $42.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
265,030
shares
|
$9.28 Million
0.0% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
197,788
shares
|
$6.92 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
178,172
shares
|
$6.24 Million
0.01% of portfolio
|
Q2 2024
Added 5.67%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
147,938
shares
|
$5.18 Million
0.06% of portfolio
|
Q2 2024
Added 7.11%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
105,515
shares
|
$3.69 Million
2.24% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
102,826
shares
|
$3.6 Million
1.08% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
58,491
shares
|
$2.05 Million
0.36% of portfolio
|
Q3 2024
Added 52.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
55,707
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2024
Added 60.43%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
23,596
shares
|
$825,860
0.16% of portfolio
|
Q2 2024
Added 15.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
20,018
shares
|
$700,630
0.0% of portfolio
|
Q2 2024
Reduced 76.61%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,543
shares
|
$579,005
0.01% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
15,172
shares
|
$531,020
0.13% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
6,413
shares
|
$224,455
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,605
shares
|
$196,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
4,774
shares
|
$167,090
0.0% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 12, 2024 Q2 2024 |
4,491
shares
|
$157,185
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
3,286
shares
|
$115,010
0.0% of portfolio
|
Q2 2024
Added 3153.47%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
3,115
shares
|
$109,025
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,668
shares
|
$93,380
0.0% of portfolio
|
Q2 2024
Added 549.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,830
shares
|
$64,050
0.0% of portfolio
|
Q2 2024
Reduced 17.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,720
shares
|
$60,200
0.0% of portfolio
|
Q2 2024
Reduced 10.65%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,281
shares
|
$44,835
0.0% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
464
shares
|
$16,240
0.0% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
437
shares
|
$15,295
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
420
shares
|
$14,700
0.01% of portfolio
|
Q4 2023
New holding
|