1858 Wealth Management »

Wisdomtree Tr currncy int eq shares owned by 1858 Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr currncy int eq (DDWM) shares owned by 1858 Wealth Management from 13F filings

Historical chart of 1858 Wealth Management investment in Wisdomtree Tr currncy int eq

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr currncy int eq held by 1858 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr currncy int eq by 1858 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 37k 32.18

More positions owned by 1858 Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Cme (CME)
Ametek (AME)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palo Alto Networks (PANW)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Merck & Co (MRK)
Amazon (AMZN)
Pacer Fds Tr Globl Cash Etf (GCOW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for 1858 Wealth Management

Top funds holding Wisdomtree Tr currncy int eq

Raymond James Financial Services Advisors
Fundamentun
Exchange Capital Management
Stratos Wealth Advisors
AE Wealth Management
Raymond James & Associates
Bank of America Corporation
Frazier Financial Advisors
Ffg Retirement Advisors
Commonwealth Equity Services
Occidental Asset Management
Rooted Wealth Advisors
Caprock
Kestra Advisory Services
Atomi Financial Group

View all funds holding Wisdomtree Tr currncy int eq