Defined Financial Planning »

Wisdomtree Tr currncy int eq shares owned by Defined Financial Planning

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

Historical chart of Defined Financial Planning 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 Defined Financial Planning 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 Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 165k 42.08
2025-06-30 $200k 5.1k 39.39

More positions owned by Defined Financial Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Midcap Divid (DON)
Wisdomtree Tr Us Multifactor (USMF)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial Planning

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