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Wisdomtree Tr currncy int eq shares owned by Caldwell Trust

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

Historical chart of Caldwell Trust 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 Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr currncy int eq by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $57k 1.3k 43.54

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Nextera Energy (NEE)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Wisdomtree Tr currncy int eq

Park National Corp
LPL Financial
Hennion & Walsh Asset Management
Raymond James Financial
Capital Asset Advisory Services
Axxcess Wealth Management
SK Wealth Management
Cetera Investment Advisers
Envestnet Asset Management
Steward Partners Investment Advisory
Fundamentun
Mml Investors Services
Lido Advisors
Atria Investments
Tidemark

View all funds holding Wisdomtree Tr currncy int eq