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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
155,439
shares
|
$6.59 Million
0.02% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
152,207
shares
|
$6.45 Million
0.03% of portfolio
|
Q3 2025
Added 47.76%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
150,700
shares
|
$6.39 Million
2.37% of portfolio
|
Q3 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
140,541
shares
|
$5.95 Million
3.61% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
138,373
shares
|
$5.86 Million
0.01% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
122,768
shares
|
$5.2 Million
2.59% of portfolio
|
Q2 2023
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
109,795
shares
|
$4.65 Million
1.81% of portfolio
|
Q3 2025
Added 63.11%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
100,240
shares
|
$4.25 Million
2.6% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
99,667
shares
|
$4.22 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
76,943
shares
|
$3.26 Million
1.56% of portfolio
|
Q3 2025
Added 99.36%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
73,556
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2025
Added 30.89%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
72,558
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
70,136
shares
|
$2.97 Million
0.18% of portfolio
|
Q3 2025
Added 20.32%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
64,405
shares
|
$2.73 Million
0.29% of portfolio
|
Q3 2025
Added 219.56%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
55,907
shares
|
$2.37 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
48,614
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
46,177
shares
|
$1.96 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
46,093
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
43,670
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 38.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
37,019
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
34,269
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
32,536
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
32,512
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
29,238
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 40.72%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
28,639
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2025
Added 107.68%
|
|