Portland Financial Advisors »

Wisdomtree Tr currncy int eq shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial Advisors 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 Portland Financial Advisors 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 6.6k 41.80
2025-06-30 $262k 6.6k 39.66
2025-03-31 $243k 6.6k 36.79

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

Top funds holding Wisdomtree Tr currncy int eq

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

View all funds holding Wisdomtree Tr currncy int eq