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Disclosery

DDWM WISDOMTREE TR

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CURRNCY INT EQ (fund)

84 managers (86 13F filers) reported a position in DDWM shares at 2024-12-31, 6,178,100 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
84
13F filers
86
New
8
Added
34
Reduced
25
Sold out
8
Shares held by filers
6,178,100

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC945,230$32.5M0.01%-76,73413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC795,059$27.3M0.01%13F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding625,257$21.5M-117,452Timeline
Exchange Capital Management, Inc.456,151$15.7M2.49%-4,75213F-HRTimeline
Steward Partners Investment Advisory, L…410,117$14.1M0.13%+13,01113F-HRTimeline
World Investment Advisors373,216$12.8M0.35%+40,04313F-HRTimeline
Tidemark, LLC320,765$11M4.22%+50,68413F-HRTimeline
Cetera Investment Advisers258,574$8.89M0.02%+12,00413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC208,912$7.18M<0.01%+139,18113F-HRTimelineGroup
Frazier Financial Advisors, LLC136,994$4.69M3.72%+5,27813F-HRTimeline
FFG RETIREMENT ADVISORS LLC123,183$4.24M2.77%+3,70913F-HRTimeline
Atria Investments, Inc121,509$4.18M0.05%+9,79513F-HRTimeline
MML INVESTORS SERVICES, LLC116,556$4.01M0.01%+102,71713F-HRTimeline
Impact Capital Partners LLC102,106$3.51M1.25%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/82,448$2.83M<0.01%-1,74313F-HRTimelineGroup
Occidental Asset Management, LLC79,579$2.74M0.43%+5,15713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY79,323$2.73M<0.01%-40,68713F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,744$2.57M<0.01%+55,93813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,936$2.3M0.01%+13,62813F-HRTimelineGroup
Caprock Group, LLC56,144$1.93M0.06%+34413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…46,177$1.59M0.17%-40213F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC43,059$1.48M0.29%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,848$1.44M<0.01%-81,34513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC41,468$1.43M<0.01%-29,01713F-HRTimeline
Compound Planning, Inc.41,087$1.41M0.07%-15,41813F-HRTimeline
Geneos Wealth Management Inc.36,435$1.25M0.04%+1,82713F-HRTimeline
Independent Advisor Alliance35,973$1.24M0.02%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC33,701$1.16M0.01%-2,29313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.31,078$1.07M0.04%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC28,438$978K0.96%13F-HRTimeline
HF Advisory Group, LLC26,827$922K0.42%+2,62313F-HRTimeline
IFP Advisors, Inc23,366$803K0.03%+4,72013F-HRTimeline
CRUX WEALTH ADVISORS23,271$800K0.45%13F-HRTimeline
Bison Wealth, LLC23,248$799K0.1%13F-HRTimeline
Private Advisor Group, LLC18,426$633K<0.01%+10,10613F-HRTimeline
Cambridge Investment Research Advisors,…16,091$553K<0.01%+5,48713F-HRTimeline
Comprehensive Money Management Services…15,694$540K0.44%13F-HRTimeline
Trivium Point Advisory, LLC15,309$526K0.07%+2,38813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,086$484K<0.01%-7,25513F-HR/ATimelineGroup
American Money Management, LLC11,887$409K0.08%-63913F-HRTimeline
Western Wealth Management, LLC11,307$389K0.03%+1,14313F-HR/ATimeline
WESCAP Management Group, Inc.10,946$376K0.09%013F-HRTimeline
Modera Wealth Management, LLC9,832$338K<0.01%013F-HRTimeline
BEACON FINANCIAL GROUP9,689$333K0.04%-29813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,040$311K0.02%new13F-HRTimeline
NewEdge Advisors, LLC9,024$310K<0.01%+1,19013F-HRTimeline
Perigon Wealth Management, LLC8,273$287K0.01%+1,64413F-HRTimeline
AE Wealth Management LLC8,306$286K<0.01%-3,71813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,707$265K<0.01%+92413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS7,574$260K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,320$252K0.01%new13F-HRTimeline
Obsidian Personal Planning Solutions LLC6,825$244K0.12%013F-HRTimeline
Apeiron RIA LLC7,073$243K0.07%-3,52313F-HRTimeline
Signal Advisors Wealth, LLC6,910$238K0.03%-91313F-HRTimeline
Portland Financial Advisors Inc6,598$227K0.61%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,540$225K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,296$216K<0.01%-68913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,173$212K<0.01%+51813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,951$170K<0.01%+1,33713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG4,793$165K<0.01%+5213F-HRTimelineGroup
MAI Capital Management4,181$144K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,982$137K<0.01%+37713F-HRTimeline
CoreCap Advisors, LLC3,729$128K0.01%-33613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,557$122K<0.01%+1,92013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC907$31.2K0.02%+313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC892$30.7K<0.01%+3913F-HRTimelineGroup
Cherry Tree Wealth Management, LLC796$27.4K0.01%+35013F-HRTimeline
COMERICA BANK768$26.4K<0.01%+4513F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…686$23.6K<0.01%-12013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC650$22.3K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources574$19.7K<0.01%013F-HRTimelineGroup
ORG Partners LLC478$16.4K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV475$16.3K<0.01%+8913F-HRTimeline
FMR LLCin group FMR LLC276$9.49K<0.01%-3613F-HRTimelineGroup
REAP Financial Group, LLC220$7.56K<0.01%-1013F-HRTimeline
Smartleaf Asset Management LLC116$3.97K<0.01%+813F-HRTimeline
Glen Eagle Advisors, LLC110$3.78K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$3.44K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC66$2.27K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC43$1.48K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.24$8460.08%-24,88213F-HRTimeline
HARBOUR INVESTMENTS, INC.20$688<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$37<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.