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Disclosery

DDWM WISDOMTREE TR

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CURRNCY INT EQ (fund)

115 managers (116 13F filers) reported a position in DDWM shares at 2025-09-30, 19,404,731 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
115
13F filers
116
New
16
Added
53
Reduced
30
Sold out
8
Shares held by filers
19,404,731

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/3,283,074$137M4.29%+656,04913F-HRTimeline
LPL Financial LLC2,120,071$88.6M0.03%+770,04113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,907,580$79.7M<0.01%+166,77513F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.1,221,360$51.1M1.85%+40,99313F-HRTimeline
Capital Asset Advisory Services LLC1,112,008$46.5M2.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,111,227$46.4M0.98%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC700,861$29.3M0.01%+124,98913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/604,384$25.3M<0.01%+68,29813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC595,506$24.9M0.01%-17,49513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding588,852$24.6M-1,704Timeline
MML INVESTORS SERVICES, LLC587,639$24.6M0.07%+73,46913F-HRTimeline
Steward Partners Investment Advisory, L…517,457$21.6M0.12%+30,93313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC442,596$18.5M0.08%new13F-HRTimelineGroup
Atria Investments, Inc403,556$16.9M0.19%+262,75613F-HRTimeline
Tidemark, LLC366,663$15.3M4.47%-38,69713F-HRTimeline
Cetera Investment Advisers309,485$12.9M0.02%+33,13413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC300,000$12.5M0.01%-72,98613F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC208,363$8.71M2.48%new13F-HR/ATimeline
Impact Capital Partners LLC198,007$8.28M2.49%+85,94113F-HRTimeline
Defined Financial Planning LLC164,875$6.94M5.76%+159,79613F-HRTimeline
SK Wealth Management, LLC165,062$6.89M2.57%+143,20213F-HRTimeline
VestGen Advisors, LLC162,141$6.78M0.23%+22,78913F-HRTimeline
Cambridge Investment Research Advisors,…155,439$6.5M0.02%+7,82713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC152,207$6.36M0.03%+49,19913F-HRTimelineGroup
Frazier Financial Advisors, LLC140,541$5.87M3.61%-1,51413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.138,373$5.78M0.01%+1,10613F-HRTimelineGroup
Burns Matteson Capital Management, LLC109,795$4.59M1.93%+42,48313F-HRTimeline
FFG RETIREMENT ADVISORS LLC100,240$4.19M2.6%-62513F-HRTimeline
Occidental Asset Management, LLC99,667$4.17M0.52%-1,53113F-HRTimeline
OPTIMA CAPITAL LLC76,943$3.22M1.56%+38,34813F-HRTimeline
UBS Group AGin group UBS Group AG73,556$3.07M<0.01%+17,35913F-HRTimelineGroup
D.A. DAVIDSON & CO.72,558$3.03M0.02%+14,30713F-HRTimeline
Simplicity Wealth,LLC70,136$2.93M0.17%+11,84613F-HRTimeline
Trivium Point Advisory, LLC64,405$2.69M0.27%+44,25113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth61,067$2.55M<0.01%-2,63313F-HRTimelineGroup
Caprock Group, LLC55,907$2.31M0.06%13F-HRTimeline
Geneos Wealth Management Inc.48,614$2.03M0.05%+1,91013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…46,177$1.93M0.16%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,093$1.93M<0.01%+2,64513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,670$1.82M<0.01%+12,10813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,019$1.55M0.03%+3,83113F-HRTimelineGroup
Global Retirement Partners, LLC34,269$1.43M0.03%+1,04613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC33,368$1.4M0.55%+1,14713F-HR/ATimelineGroup
World Investment Advisors32,536$1.36M0.03%-2,03913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC32,512$1.36M0.01%-10813F-HR/ATimelineGroup
Private Advisor Group, LLC29,238$1.22M0.01%+8,46113F-HRTimeline
WORLD EQUITY GROUP, INC.28,639$1.2M0.27%+14,84913F-HRTimeline
HF Advisory Group, LLC27,062$1.13M0.42%+1,15913F-HRTimeline
Gotham Asset Management, LLC23,019$962K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,704$865K0.02%+2,25113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.19,582$819K0.04%-6,77413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,376$810K<0.01%+3,59713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.18,730$783K0.02%new13F-HRTimeline
Sigma Planning Corp17,953$750K0.02%-1,25413F-HRTimeline
LANARK FINANCIAL, INC.16,838$704K0.05%-3,65513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,509$686K<0.01%+8,64513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,518$649K<0.01%-12,18113F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT15,423$645K0.07%new13F-HRTimeline
Signal Advisors Wealth, LLC15,049$629K0.06%+9,78113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.14,531$607K0.62%+2,07113F-HR/ATimeline
CRUX WEALTH ADVISORS14,035$587K0.23%-1713F-HRTimeline
Comprehensive Money Management Services…13,367$559K0.4%-38113F-HRTimeline
IFP Advisors, Inc13,328$557K0.01%+1913F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,067$546K<0.01%+6,59513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,581$526K0.01%+6313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,081$505K<0.01%+10813F-HRTimeline
Financial Engines Advisors L.L.C.12,046$504K<0.01%+1513F-HRTimeline
FLOW TRADERS U.S. LLC11,570$484K0.02%-211,21813F-HRTimeline
WESCAP Management Group, Inc.10,946$458K0.1%013F-HRTimeline
WCG Wealth Advisors LLC10,266$429K0.03%+14213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,042$420K0.03%-73113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,007$418K0.03%-2513F-HRTimeline
Modera Wealth Management, LLC9,832$411K<0.01%013F-HRTimeline
BEACON FINANCIAL GROUP9,689$405K0.04%013F-HRTimeline
American Money Management, LLC9,527$398K0.07%-74113F-HRTimeline
Sanctuary Advisors, LLC9,426$394K<0.01%-41413F-HR/ATimeline
AE Wealth Management LLC9,330$390K<0.01%+2,72413F-HRTimeline
Trilogy Capital Inc.8,809$368K0.02%new13F-HRTimeline
Seek First Inc.8,225$344K0.25%-59513F-HRTimeline
Foundations Investment Advisors, LLC8,172$342K<0.01%+2,39713F-HRTimeline
Greykasell Wealth Strategies, Inc.7,588$317K0.13%013F-HRTimeline
Oregon Pacific Wealth Management, LLC7,546$315K0.27%-17,09513F-HRTimeline
Perigon Wealth Management, LLC7,375$308K0.01%+55213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,914$289K0.01%+3613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,707$280K0.01%+72313F-HRTimelineGroup
Portland Financial Advisors Inc6,598$276K0.59%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,308$264K<0.01%+60813F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,551$232K<0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC5,272$220K0.03%new13F-HRTimeline
Obsidian Personal Planning Solutions LLC5,252$220K0.08%-17113F-HRTimeline
CoreCap Advisors, LLC4,021$168K0.01%013F-HRTimeline
MAI Capital Management4,005$167K<0.01%-23013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,972$166K<0.01%-67313F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC3,175$133K0.03%+11313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,067$86.4K<0.01%-26213F-HRTimelineGroup
COMERICA BANK1,806$75.5K<0.01%+29313F-HRTimeline
Root Financial Partners, LLC1,717$71.8K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC1,354$56.6K0.01%-1,09713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,120$46.8K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,007$42.1K<0.01%new13F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC914$38.2K0.02%+213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC892$37.3K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC650$27.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC601$25.1K<0.01%-52413F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC459$19.2K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV378$15.8K<0.01%013F-HRTimeline
Covestor Ltd252$11K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.236$9.87K0.01%new13F-HRTimeline
REAP Financial Group, LLC222$9.28K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC114$4.76K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC110$4.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$4.18K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC61$2.53K<0.01%-3713F-HRTimeline
NVWM, LLC10$418<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$41<0.01%013F-HRTimelineGroup