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Disclosery

DDWM WISDOMTREE TR

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CURRNCY INT EQ (fund)

109 managers (111 13F filers) reported a position in DDWM shares at 2025-06-30, 14,460,235 shares in all. 17 filers opened a position and 2 filers sold out during the quarter.

Managers
109
13F filers
111
New
17
Added
46
Reduced
33
Sold out
2
Shares held by filers
14,460,235

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PARK NATIONAL CORP /OH/2,627,025$104M3.44%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,740,805$69M<0.01%+1,556,44413F-HRTimelineGroup
LPL Financial LLC1,350,030$53.5M0.02%+622,82813F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,180,367$46.8M1.89%+5,16613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC613,001$24.3M0.01%-15,99013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding590,556$23.4M+22,872Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC575,872$22.8M0.01%+62,84513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/536,086$21.3M<0.01%+45,65613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC514,170$20.4M0.06%+107,49413F-HRTimeline
Steward Partners Investment Advisory, L…486,524$19.3M0.15%+20,00313F-HRTimeline
Exchange Capital Management, Inc.441,635$17.5M2.61%-11,68213F-HRTimeline
Tidemark, LLC405,360$16.1M5.18%+137,53313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC372,986$14.8M0.02%+340,15613F-HRTimelineGroup
Cetera Investment Advisers276,351$11M0.02%+11,50513F-HRTimeline
FLOW TRADERS U.S. LLC222,788$8.84M0.33%+42,07713F-HRTimeline
Cambridge Investment Research Advisors,…147,612$5.85M0.02%+28,05613F-HRTimeline
Frazier Financial Advisors, LLC142,055$5.63M3.98%+1,61413F-HRTimeline
Atria Investments, Inc140,800$5.58M0.07%+3,53713F-HRTimeline
VestGen Advisors, LLC139,352$5.53M0.22%+11,30313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.137,267$5.44M0.01%-1,06713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC114,117$4.53M<0.01%new13F-HRTimelineGroup
Impact Capital Partners LLC112,066$4.44M1.46%+1,47413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC103,008$4.09M0.02%+41,32013F-HRTimelineGroup
Occidental Asset Management, LLC101,198$4.01M0.55%-1,59913F-HRTimeline
FFG RETIREMENT ADVISORS LLC100,865$4M2.51%-10,42313F-HRTimeline
Burns Matteson Capital Management, LLC67,312$2.67M1.29%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth63,700$2.53M0.01%+49,61013F-HRTimelineGroup
Simplicity Wealth,LLC58,290$2.31M0.1%new13F-HRTimeline
D.A. DAVIDSON & CO.58,251$2.31M0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG56,197$2.23M<0.01%+49,61413F-HRTimelineGroup
Geneos Wealth Management Inc.46,704$1.85M0.05%-36,05313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…46,177$1.83M0.17%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,448$1.72M<0.01%+4,04213F-HRTimelineGroup
OPTIMA CAPITAL LLC38,595$1.53M0.82%-31,04213F-HRTimeline
World Investment Advisors34,575$1.37M0.03%-7,49613F-HRTimeline
Global Retirement Partners, LLC33,223$1.32M0.03%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,188$1.32M0.03%+2,24313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC32,620$1.29M0.01%+13713F-HR/ATimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC32,221$1.28M0.58%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,562$1.25M<0.01%+4,73613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,699$1.1M<0.01%+24,63313F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.26,356$1.05M0.05%-2,01813F-HRTimeline
HF Advisory Group, LLC25,903$1.03M0.41%-2,85113F-HRTimeline
Oregon Pacific Wealth Management, LLC24,641$977K0.92%-2,90213F-HRTimeline
Gotham Asset Management, LLC23,019$913K0.01%-54713F-HRTimeline
SK Wealth Management, LLC21,860$876K0.38%new13F-HRTimeline
Private Advisor Group, LLC20,777$824K<0.01%+42413F-HRTimeline
LANARK FINANCIAL, INC.20,493$812K0.07%-1,05013F-HRTimeline
Trivium Point Advisory, LLC20,154$799K0.09%+1,32113F-HRTimeline
Sigma Planning Corp19,207$762K0.02%+6,23013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,453$732K0.02%+1,56213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,779$626K<0.01%-10213F-HRTimelineGroup
CRUX WEALTH ADVISORS14,052$557K0.24%-11,49313F-HRTimeline
WORLD EQUITY GROUP, INC.13,790$547K0.15%+2,36313F-HRTimeline
Comprehensive Money Management Services…13,748$545K0.41%-84513F-HRTimeline
IFP Advisors, Inc13,309$528K0.02%-3,19613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,518$496K0.01%+16713F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.12,460$494K0.61%13F-HRTimeline
Financial Engines Advisors L.L.C.12,031$477K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,973$475K<0.01%+1,23813F-HRTimeline
WESCAP Management Group, Inc.10,946$434K0.1%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,773$427K0.04%new13F-HRTimeline
American Money Management, LLC10,268$407K0.07%-1,60613F-HRTimeline
WCG Wealth Advisors LLC10,124$402K0.03%+11113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,032$398K0.03%-3013F-HRTimeline
Sanctuary Advisors, LLC9,840$390K<0.01%+1,79113F-HRTimeline
Modera Wealth Management, LLC9,832$390K<0.01%013F-HRTimeline
BEACON FINANCIAL GROUP9,689$384K0.04%013F-HRTimeline
Western Wealth Management, LLC9,495$377K0.02%-22413F-HRTimeline
AssuredPartners Investment Advisors, LLC9,246$367K0.09%-22,78413F-HRTimeline
CW Advisors, LLC8,981$356K<0.01%013F-HRTimeline
Seek First Inc.8,820$350K0.28%+2113F-HR/ATimeline
Compound Planning, Inc.8,294$329K0.01%-29,66013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,864$312K<0.01%+2,23413F-HR/ATimelineGroup
Greykasell Wealth Strategies, Inc.7,588$301K0.14%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,878$273K0.01%+9613F-HRTimeline
Perigon Wealth Management, LLC6,823$271K0.01%-1,37013F-HRTimeline
AE Wealth Management LLC6,606$262K<0.01%-13713F-HRTimeline
Portland Financial Advisors Inc6,598$262K0.63%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,472$257K<0.01%-15313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,984$237K0.01%-18913F-HRTimelineGroup
Bison Wealth, LLC5,978$237K0.02%-94713F-HRTimeline
Foundations Investment Advisors, LLC5,775$229K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,700$226K<0.01%013F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC5,423$215K0.09%-52913F-HRTimeline
Signal Advisors Wealth, LLC5,268$209K0.02%new13F-HRTimeline
Defined Financial Planning LLC5,079$200K0.18%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,645$184K<0.01%+41413F-HRTimelineGroup
MAI Capital Management4,235$168K<0.01%+4313F-HRTimeline
CoreCap Advisors, LLC4,021$159K0.01%+42413F-HRTimeline
Cherry Tree Wealth Management, LLC3,062$121K0.03%+1,29613F-HRTimeline
HHM Wealth Advisors, LLC2,451$97.2K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,329$92.4K<0.01%-51,37213F-HRTimelineGroup
Capital A Wealth Management, LLC2,328$74.9K0.84%new13F-HRTimeline
COMERICA BANK1,513$60K<0.01%+81513F-HRTimeline
FMR LLCin group FMR LLC1,125$44.6K<0.01%+84913F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC912$36.2K0.02%+413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC892$35.4K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC650$25.8K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.388$15.4K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV378$15K<0.01%-13813F-HRTimeline
REAP Financial Group, LLC222$8.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC114$4.52K<0.01%-5113F-HRTimelineGroup
Glen Eagle Advisors, LLC110$4.36K<0.01%013F-HRTimeline
Asset Dedication, LLC104$4.12K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC100$3.97K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC98$3.89K<0.01%-1713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<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.