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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
10,266
shares
|
$434,970
0.03% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
10,042
shares
|
$425,479
0.03% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
10,007
shares
|
$423,996
0.03% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
9,832
shares
|
$416,581
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
9,689
shares
|
$410,522
0.04% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,527
shares
|
$403,658
0.07% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
9,330
shares
|
$395,312
0.0% of portfolio
|
Q3 2025
Added 41.24%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,981
shares
|
$380,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
8,809
shares
|
$373,237
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,766
shares
|
$371,415
0.18% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
8,225
shares
|
$348,493
0.25% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,172
shares
|
$346,247
0.01% of portfolio
|
Q3 2025
Added 41.51%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,023
shares
|
$339,934
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
7,588
shares
|
$321,503
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
7,546
shares
|
$319,724
0.27% of portfolio
|
Q3 2025
Reduced 69.38%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,375
shares
|
$312,478
0.01% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
6,914
shares
|
$292,946
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
6,707
shares
|
$284,175
0.01% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
6,598
shares
|
$279,557
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
6,308
shares
|
$267,269
0.0% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,551
shares
|
$235,195
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,272
shares
|
$223,374
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
5,252
shares
|
$222,527
0.08% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,021
shares
|
$170,369
0.01% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,005
shares
|
$169,691
0.0% of portfolio
|
Q3 2025
Reduced 4.46%
|
|