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 91 institutions that hold shares in the stock, with a total of 7.07 Million shares, which have been reported (via 13F filing form) to have a value of $261 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
9,024
shares
|
$332,895
0.0% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,766
shares
|
$323,377
0.18% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
8,306
shares
|
$306,408
0.0% of portfolio
|
Q4 2024
Reduced 30.92%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
8,273
shares
|
$305,190
0.01% of portfolio
|
Q4 2024
Added 24.8%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,023
shares
|
$295,968
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
7,707
shares
|
$284,311
0.0% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,574
shares
|
$279,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
7,320
shares
|
$270,034
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
7,073
shares
|
$260,922
0.07% of portfolio
|
Q4 2024
Reduced 33.25%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
6,910
shares
|
$254,909
0.03% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
6,825
shares
|
$251,774
0.12% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
6,598
shares
|
$243,400
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
6,540
shares
|
$241,260
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,296
shares
|
$232,259
0.0% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
6,173
shares
|
$227,721
0.01% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,793
shares
|
$176,813
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,181
shares
|
$154,237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,982
shares
|
$146,895
0.0% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,729
shares
|
$137,562
0.01% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,614
shares
|
$133,320
0.0% of portfolio
|
Q3 2024
Added 27.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,557
shares
|
$131,217
0.0% of portfolio
|
Q4 2024
Added 117.29%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
907
shares
|
$33,459
0.02% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
892
shares
|
$32,905
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
796
shares
|
$29,364
0.01% of portfolio
|
Q4 2024
Added 78.48%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
768
shares
|
$28,331
0.0% of portfolio
|
Q4 2024
Added 6.22%
|