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Wisdomtree Tr currncy int eq shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $151k 3.3k 46.18
2021-09-30 $3.6M 120k 29.85
2021-06-30 $3.3M 107k 30.70
2021-03-31 $3.0M 101k 29.76
2020-12-31 $1.7M 62k 27.86
2020-09-30 $1.4M 56k 25.43
2020-06-30 $1.2M 48k 25.35
2020-03-31 $722k 32k 22.87
2019-12-31 $557k 18k 30.32

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Wisdomtree Tr currncy int eq

LPL Financial
Park National Corp
Morgan Stanley
Raymond James Financial
Hennion & Walsh Asset Management
Capital Asset Advisory Services
Axxcess Wealth Management
Bank of America Corporation
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Steward Partners Investment Advisory
SK Wealth Management
Mml Investors Services
Fundamentun

View all funds holding Wisdomtree Tr currncy int eq