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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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 |
---|---|---|---|---|---|
LPL Financial | 1.0M | $37M | -2% | Sep 2024 |
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Fundamentun | 656k | $24M | 15% | Sep 2024 |
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Raymond James Financial Services Advisors | 529k | $19M | -40% | Sep 2024 |
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Exchange Capital Management | 461k | $17M | -3% | Sep 2024 |
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Steward Partners Investment Advisory | 395k | $14M | 0% | Jun 2024 |
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Pensionmark Financial Group | 333k | $12M | 100% | Sep 2024 |
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Tidemark | 270k | $9.7M | 162% | Sep 2024 |
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Cetera Investment Advisers | 244k | $8.3M | 5% | Jun 2024 |
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Raymond James & Associates | 213k | $7.7M | 0% | Sep 2024 |
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Frazier Financial Advisors | 132k | $4.7M | -2% | Sep 2024 |
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Jane Street | 123k | $4.4M | 349% | Sep 2024 |
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Ffg Retirement Advisors | 120k | $4.3M | 5% | Sep 2024 |
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Morgan Stanley | 119k | $4.1M | 51% | Jun 2024 |
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Atria Investments | 112k | $4.0M | 108% | Sep 2024 |
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Bank of America Corporation | 84k | $3.0M | -54% | Sep 2024 |
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Occidental Asset Management | 74k | $2.7M | 0% | Sep 2024 |
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Stratos Wealth Advisors | 72k | $2.6M | -49% | Sep 2024 |
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Commonwealth Equity Services | 71k | $2.5M | -21% | Sep 2024 |
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Envestnet Asset Management | 70k | $2.5M | 17% | Sep 2024 |
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Atomi Financial Group | 57k | $2.0M | 0% | Sep 2024 |
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Caprock | 56k | $2.0M | 1% | Sep 2024 |
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Kestra Advisory Services | 53k | $1.9M | -17% | Sep 2024 |
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Stifel Financial | 47k | $1.6M | 100% | Jun 2024 |
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Moody National Bank Trust Division | 47k | $1.7M | 0% | Sep 2024 |
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Savant Capital Management | 36k | $1.3M | -7% | Sep 2024 |
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Geneos Wealth Management | 36k | $1.2M | 1% | Jun 2024 |
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Nbc Securities | 25k | $893k | 37% | Sep 2024 |
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HF Advisory Group | 24k | $868k | 4% | Sep 2024 |
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Colony | 21k | $765k | 0% | Sep 2024 |
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Citadel Advisors | 19k | $674k | 100% | Sep 2024 |
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Stratos Wealth Partners | 15k | $541k | 49% | Sep 2024 |
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Mml Investors Services | 14k | $496k | -1% | Sep 2024 |
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Paradigm Financial Partners | 13k | $442k | 100% | Sep 2024 |
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American Money Management | 13k | $449k | -5% | Sep 2024 |
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AE Wealth Management | 12k | $431k | -96% | Sep 2024 |
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Goldman Sachs Group | 12k | $398k | 100% | Jun 2024 |
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IFP Advisors | 11k | $386k | 107% | Jun 2024 |
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WESCAP Management | 11k | $373k | 0% | Jun 2024 |
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Cambridge Investment Research Advisors | 11k | $380k | 46% | Sep 2024 |
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Apeiron RIA | 11k | $361k | 0% | Jun 2024 |
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Western Wealth Management | 10k | $365k | -8% | Sep 2024 |
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Beacon Financial | 10k | $358k | 0% | Sep 2024 |
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Modera Wealth Management | 9.8k | $353k | 0% | Sep 2024 |
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Goss Wealth Management | 8.9k | $303k | -82% | Jun 2024 |
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Aspire Wealth Management Corp | 8.8k | $314k | 0% | Sep 2024 |
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Private Advisor | 8.3k | $298k | -1% | Sep 2024 |
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Signal Advisors Wealth | 7.8k | $281k | 100% | Sep 2024 |
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Flow Traders US | 7.5k | $269k | 100% | Sep 2024 |
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World Equity Group | 7.3k | $264k | 11% | Sep 2024 |
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Jpmorgan Chase & Co | 7.0k | $251k | -3% | Sep 2024 |
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Obsidian Personal Planning Solutions | 6.8k | $236k | 2% | Sep 2024 |
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Park Avenue Securities | 6.8k | $243k | 100% | Sep 2024 |
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Perigon Wealth Management | 6.6k | $238k | 100% | Sep 2024 |
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Rooted Wealth Advisors | 6.5k | $229k | -91% | Sep 2024 |
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Great Valley Advisor Group | 5.7k | $203k | -13% | Sep 2024 |
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CoreCap Advisors | 4.1k | $146k | 0% | Sep 2024 |
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Advisor Group Holdings | 3.6k | $130k | -3% | Sep 2024 |
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O'shaughnessy Asset Management | 3.6k | $128k | 13% | Sep 2024 |
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Royal Bank of Canada | 1.6k | $58k | -23% | Sep 2024 |
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Baldwin Brothers | 1.6k | $58k | 100% | Sep 2024 |
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Bellevue Asset Management | 904.00 | $32k | 0% | Sep 2024 |
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Principal Securities | 853.00 | $31k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 806.00 | $29k | 731% | Sep 2024 |
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Brian McDonald | 723.00 | $26k | -53% | Sep 2024 |
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Rothschild Investment | 650.00 | $23k | 0% | Sep 2024 |
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Franklin Resources | 574.00 | $20k | 0% | Sep 2024 |
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Cherry Tree Wealth Management | 446.00 | $16k | 100% | Sep 2024 |
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Creative Financial Designs | 386.00 | $14k | 0% | Sep 2024 |
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Glen Eagle Advisors | 110.00 | $3.9k | 0% | Sep 2024 |
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Smartleaf Asset Management | 108.00 | $3.9k | 5% | Sep 2024 |
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GPS Wealth Strategies Group | 100.00 | $3.6k | 0% | Sep 2024 |
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Plante Moran Financial Advisors | 66.00 | $2.4k | 100% | Sep 2024 |
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Harbour Investments | 20.00 | $717.000000 | 100% | Sep 2024 |
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Wells Fargo & Company | 2.00 | $54.000000 | -99% | Sep 2024 |
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Who sold out of Wisdomtree Tr currncy int eq?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Old Mission Capital | Mar 2024 | 47k | $1.6M |
Midland Wealth Advisors | Jun 2024 | 6.3k | $214k |
Sanctuary Advisors | Jun 2024 | 6.0k | $205k |
Gradient Investments | Jun 2024 | 634.00 | $22k |