Pensionmark Financial Group »

Wisdomtree Tr currncy int eq shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 333k 35.86

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

Top funds holding Wisdomtree Tr currncy int eq

LPL Financial
Fundamentun
Raymond James Financial Services Advisors
Exchange Capital Management
Steward Partners Investment Advisory
Pensionmark Financial Group
Tidemark
Cetera Investment Advisers
Raymond James & Associates
Frazier Financial Advisors
Jane Street
Ffg Retirement Advisors
Morgan Stanley
Atria Investments
Bank of America Corporation

View all funds holding Wisdomtree Tr currncy int eq