Who owns Wisdomtree Tr currncy int eq?
- Ticker: DDWM
- CUSIP Number: 97717x263
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr currncy int eq with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Tr currncy int eq stock
Who bought or sold Wisdomtree Tr currncy int eq this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management | 1.2M | $43M | 100% | Mar 2025 |
|
| LPL Financial | 945k | $33M | -8% | Dec 2024 |
|
| Raymond James Financial | 795k | $27M | 100% | Dec 2024 |
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| Fundamentun | 587k | $20M | -10% | Dec 2024 |
|
| Exchange Capital Management | 456k | $16M | -1% | Dec 2024 |
|
| Steward Partners Investment Advisory | 410k | $14M | 3% | Dec 2024 |
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| Pensionmark Financial Group | 373k | $13M | 12% | Dec 2024 |
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| Tidemark | 321k | $11M | 19% | Dec 2024 |
|
| Cetera Investment Advisers | 259k | $8.9M | 5% | Dec 2024 |
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| Envestnet Asset Management | 209k | $7.2M | 200% | Dec 2024 |
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| Frazier Financial Advisors | 137k | $4.7M | 4% | Dec 2024 |
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| Atria Investments | 122k | $4.2M | 9% | Dec 2024 |
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| Mml Investors Services | 117k | $4.0M | 742% | Dec 2024 |
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| Ffg Retirement Advisors | 111k | $4.1M | -10% | Mar 2025 |
|
| Impact Capital Partners | 111k | $4.1M | 8% | Mar 2025 |
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| Bank of America Corporation | 82k | $2.8M | -2% | Dec 2024 |
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| Occidental Asset Management | 80k | $2.7M | 7% | Dec 2024 |
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| Morgan Stanley | 79k | $2.7M | -34% | Dec 2024 |
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| Citadel Advisors | 75k | $2.6M | 297% | Dec 2024 |
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| Kestra Advisory Services | 67k | $2.3M | 26% | Dec 2024 |
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| Caprock | 56k | $1.9M | 1% | Dec 2024 |
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| Moody National Bank Trust Division | 46k | $1.7M | 0% | Mar 2025 |
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| Jane Street | 42k | $1.4M | -66% | Dec 2024 |
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| Commonwealth Equity Services | 42k | $1.4M | -41% | Dec 2024 |
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| Atomi Financial Group | 41k | $1.4M | -27% | Dec 2024 |
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| Geneos Wealth Management | 36k | $1.3M | 5% | Dec 2024 |
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| Independent Advisor Alliance | 36k | $1.2M | 100% | Dec 2024 |
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| Savant Capital Management | 34k | $1.2M | -6% | Dec 2024 |
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| National Asset Management | 31k | $1.1M | 100% | Dec 2024 |
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| HF Advisory Group | 29k | $1.1M | 7% | Mar 2025 |
|
| Oregon Pacific Wealth Management | 28k | $978k | 100% | Dec 2024 |
|
| Stratos Wealth Advisors | 25k | $845k | -66% | Dec 2024 |
|
| IFP Advisors | 23k | $803k | 25% | Dec 2024 |
|
| Armis Advisers | 23k | $799k | 100% | Dec 2024 |
|
| Nbc Securities | 22k | $792k | 89662% | Mar 2025 |
|
| Private Advisor | 18k | $634k | 121% | Dec 2024 |
|
| Wealthcare Advisory Partners | 17k | $621k | 100% | Mar 2025 |
|
| Cambridge Investment Research Advisors | 16k | $553k | 52% | Dec 2024 |
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| Comprehensive Money Management Services | 16k | $540k | 100% | Dec 2024 |
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| Paradigm Financial Partners | 15k | $526k | 18% | Dec 2024 |
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| Colony | 14k | $484k | -34% | Dec 2024 |
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| Stratos Wealth Partners | 14k | $472k | -9% | Dec 2024 |
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| American Money Management | 12k | $409k | -5% | Dec 2024 |
|
| Western Wealth Management | 11k | $389k | 11% | Dec 2024 |
|
| WESCAP Management | 11k | $376k | 0% | Dec 2024 |
|
| Modera Wealth Management | 9.8k | $338k | 0% | Dec 2024 |
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| Beacon Financial | 9.7k | $357k | 0% | Mar 2025 |
|
| Money Concepts Capital Corp | 9.0k | $311k | 100% | Dec 2024 |
|
| Goss Wealth Management | 9.0k | $310k | 15% | Dec 2024 |
|
| AE Wealth Management | 8.3k | $286k | -31% | Dec 2024 |
|
| Perigon Wealth Management | 8.3k | $287k | 25% | Dec 2024 |
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| Captrust Financial Advisors | 7.6k | $260k | 100% | Dec 2024 |
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| Comprehensive Portfolio Management | 7.3k | $252k | 100% | Dec 2024 |
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| Apeiron RIA | 7.1k | $243k | 100% | Dec 2024 |
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| Obsidian Personal Planning Solutions | 6.8k | $244k | 0% | Dec 2024 |
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| Park Avenue Securities | 6.6k | $244k | -14% | Mar 2025 |
|
| Signature Estate and Investment Advisors | 6.5k | $225k | 100% | Dec 2024 |
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| Jpmorgan Chase & Co | 6.3k | $217k | -10% | Dec 2024 |
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| Great Valley Advisor Group | 6.2k | $212k | 9% | Dec 2024 |
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| UBS Group | 4.8k | $165k | 1% | Dec 2024 |
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| MAI Wealth Advisors | 4.2k | $144k | 100% | Dec 2024 |
|
| O'shaughnessy Asset Management | 4.0k | $137k | 10% | Dec 2024 |
|
| CoreCap Advisors | 3.7k | $128k | -8% | Dec 2024 |
|
| Advisor Group Holdings | 3.6k | $130k | 0% | Dec 2024 |
|
| Royal Bank of Canada | 3.6k | $122k | 117% | Dec 2024 |
|
| Bellevue Asset Management | 907.00 | $31k | 0% | Dec 2024 |
|
| Principal Securities | 892.00 | $31k | 5% | Dec 2024 |
|
| Cherry Tree Wealth Management | 796.00 | $27k | 78% | Dec 2024 |
|
| Brian McDonald | 768.00 | $26k | 6% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 686.00 | $24k | -15% | Dec 2024 |
|
| Rothschild Investment | 650.00 | $24k | 0% | Mar 2025 |
|
| Franklin Resources | 574.00 | $20k | 0% | Dec 2024 |
|
| ORG Partners | 478.00 | $16k | 100% | Dec 2024 |
|
| Creative Financial Designs | 475.00 | $16k | 23% | Dec 2024 |
|
| FMR | 276.00 | $9.5k | -12% | Dec 2024 |
|
| REAP Financial Group | 220.00 | $7.6k | -4% | Dec 2024 |
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| Smartleaf Asset Management | 116.00 | $4.0k | 7% | Dec 2024 |
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| Glen Eagle Advisors | 110.00 | $3.8k | 0% | Dec 2024 |
|
| GPS Wealth Strategies Group | 100.00 | $3.7k | 0% | Mar 2025 |
|
| Plante Moran Financial Advisors | 66.00 | $2.3k | 0% | Dec 2024 |
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| Capital A Wealth Management | 43.00 | $1.5k | 100% | Dec 2024 |
|
| Harbour Investments | 20.00 | $688.000000 | 0% | Dec 2024 |
|
| Wells Fargo & Company | 1.00 | $37.000000 | -50% | Dec 2024 |
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Who sold out of Wisdomtree Tr currncy int eq?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Stifel Financial | Sep 2024 | 49k | $1.8M |
| Goldman Sachs Group | Sep 2024 | 13k | $472k |
| Flow Traders US | Sep 2024 | 7.5k | $269k |
| World Equity Group | Sep 2024 | 7.3k | $264k |
| Signal Advisors Wealth | Dec 2024 | 6.9k | $238k |
| Baird Financial | Sep 2024 | 6.3k | $225k |
| Ameriprise Financial | Sep 2024 | 5.7k | $204k |