Simplicity Wealth »

Wisdomtree Tr currncy int eq shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 70k 41.80
2025-06-30 $2.3M 58k 39.66

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

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