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Wisdomtree Tr currncy int eq shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $328k 7.4k 44.11

More positions owned by WealthPlan Investment Management

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Ea Series Trust Bufferlabs Us Eq (BFLB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPAB)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Wisdomtree Tr currncy int eq

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

View all funds holding Wisdomtree Tr currncy int eq