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Wisdomtree Tr currncy int eq shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Wisdomtree Tr currncy int eq (DDWM) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 395k 34.06
2024-03-31 $14M 394k 34.20
2018-09-30 $42k 1.4k 29.52
2018-06-30 $98k 3.4k 28.88

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Steward Partners Investment Advisory

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