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Disclosery

DDWM WISDOMTREE TR

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CURRNCY INT EQ (fund)

93 managers (95 13F filers) reported a position in DDWM shares at 2025-03-31, 8,498,950 shares in all. 17 filers opened a position and 10 filers sold out during the quarter.

Managers
93
13F filers
95
New
17
Added
31
Reduced
32
Sold out
10
Shares held by filers
8,498,950

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Hennion & Walsh Asset Management, Inc.1,175,201$43.2M1.92%new13F-HRTimeline
LPL Financial LLC727,202$26.8M0.01%-218,02813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC628,991$23.1M0.01%-166,06813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding567,684$20.9M-57,573Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC513,027$18.9M0.01%+304,11513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/490,430$18M<0.01%+407,98213F-HRTimelineGroup
Steward Partners Investment Advisory, L…466,521$17.2M0.15%+56,40413F-HRTimeline
Exchange Capital Management, Inc.453,317$16.7M2.7%-2,83413F-HRTimeline
MML INVESTORS SERVICES, LLC406,676$15M0.05%+290,12013F-HRTimeline
Tidemark, LLC267,827$9.85M3.62%-52,93813F-HRTimeline
Cetera Investment Advisers264,846$9.74M0.02%+6,27213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY184,361$6.78M<0.01%+105,03813F-HRTimelineGroup
FLOW TRADERS U.S. LLC180,711$6.65M0.28%new13F-HRTimeline
Frazier Financial Advisors, LLC140,441$5.17M3.98%+3,44713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.138,334$5.09M0.01%new13F-HRTimelineGroup
Atria Investments, Inc137,263$5.05M0.06%+15,75413F-HRTimeline
VestGen Advisors, LLC128,049$4.71M0.21%13F-HRTimeline
Cambridge Investment Research Advisors,…119,556$4.4M0.01%+103,46513F-HRTimeline
FFG RETIREMENT ADVISORS LLC111,288$4.09M2.79%-11,89513F-HRTimeline
Impact Capital Partners LLC110,592$4.07M1.47%+8,48613F-HRTimeline
Occidental Asset Management, LLC102,797$3.78M0.57%+23,21813F-HRTimeline
Geneos Wealth Management Inc.82,757$3.04M0.04%+46,32213F-HRTimeline
OPTIMA CAPITAL LLC69,637$2.56M1.63%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC61,688$2.27M0.01%-5,24813F-HRTimelineGroup
Caprock Group, LLC56,322$2.07M0.06%+17813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…53,701$1.98M<0.01%+53,01513F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…46,177$1.7M0.18%013F-HRTimelineGroup
World Investment Advisors42,071$1.55M0.04%-331,14513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,406$1.45M<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.37,954$1.4M0.06%-3,13313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,830$1.21M<0.01%-9,01813F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC32,483$1.2M0.01%-1,21813F-HR/ATimelineGroup
AssuredPartners Investment Advisors, LLC32,030$1.18M0.23%-11,02913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,945$1.14M0.03%new13F-HRTimelineGroup
HF Advisory Group, LLC28,754$1.06M0.46%+1,92713F-HRTimeline
B. Riley Wealth Advisors, Inc.28,374$1.04M0.03%-2,70413F-HRTimeline
Oregon Pacific Wealth Management, LLC27,543$1.01M1.01%-89513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,826$987K<0.01%-14,64213F-HRTimeline
CRUX WEALTH ADVISORS25,545$940K0.49%+2,27413F-HRTimeline
Gotham Asset Management, LLC23,566$867K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.21,543$792K0.07%+21,51913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,601$758K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC20,353$749K<0.01%+1,92713F-HRTimeline
Trivium Point Advisory, LLC18,833$693K0.09%+3,52413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,891$621K0.02%new13F-HRTimelineGroup
IFP Advisors, Inc16,505$607K0.02%-6,86113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,881$584K<0.01%new13F-HRTimelineGroup
Comprehensive Money Management Services…14,593$537K0.43%-1,10113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,090$518K<0.01%+413F-HR/ATimelineGroup
Sigma Planning Corp12,977$477K0.02%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,351$454K0.01%+5,81113F-HRTimelineGroup
American Money Management, LLC11,874$437K0.08%-1313F-HRTimeline
WORLD EQUITY GROUP, INC.11,427$420K0.12%new13F-HRTimeline
WESCAP Management Group, Inc.10,946$403K0.1%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,735$395K<0.01%+6,75313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,062$370K0.03%+1,02213F-HRTimeline
WCG Wealth Advisors LLC10,013$368K0.03%new13F-HR/ATimeline
Modera Wealth Management, LLC9,832$362K<0.01%013F-HRTimeline
Western Wealth Management, LLC9,719$358K0.02%-1,58813F-HRTimeline
BEACON FINANCIAL GROUP9,689$356K0.04%013F-HRTimeline
CW Advisors, LLC8,981$330K<0.01%new13F-HRTimeline
Seek First Inc.8,799$324K0.29%13F-HRTimeline
Perigon Wealth Management, LLC8,193$301K0.01%-8013F-HRTimeline
Sanctuary Advisors, LLC8,049$296K<0.01%new13F-HRTimeline
Apeiron RIA LLC7,073$260K0.08%013F-HRTimeline
Bison Wealth, LLC6,925$255K0.02%-16,32313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,782$250K0.01%-53813F-HRTimeline
AE Wealth Management LLC6,743$248K<0.01%-1,56313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,625$244K<0.01%-1,08213F-HRTimelineGroup
Portland Financial Advisors Inc6,598$243K0.62%013F-HRTimeline
UBS Group AGin group UBS Group AG6,583$242K<0.01%+1,79013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,173$227K<0.01%013F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC5,952$226K0.1%-87313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,700$210K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,630$207K<0.01%+67913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,231$156K<0.01%-2,06513F-HRTimelineGroup
MAI Capital Management4,192$154K<0.01%+1113F-HRTimeline
CoreCap Advisors, LLC3,597$132K0.01%-13213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,066$113K<0.01%-49113F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC1,766$65K0.02%+97013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC908$33.4K0.02%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC892$30.7K<0.01%013F-HRTimelineGroup
COMERICA BANK698$25.7K<0.01%-7013F-HRTimeline
ROTHSCHILD INVESTMENT LLC650$23.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV516$19K<0.01%+4113F-HRTimeline
FMR LLCin group FMR LLC276$10.2K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC222$8.17K<0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC165$6.07K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC115$4.24K<0.01%-113F-HRTimeline
Glen Eagle Advisors, LLC110$4.05K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$3.68K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$59<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.