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Disclosery

DDWM WISDOMTREE TR

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CURRNCY INT EQ (fund)

132 managers (133 13F filers) reported a position in DDWM shares at 2025-12-31, 23,020,764 shares in all. 21 filers opened a position and 6 filers sold out during the quarter.

Managers
132
13F filers
133
New
21
Added
66
Reduced
27
Sold out
6
Shares held by filers
23,020,764

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PARK NATIONAL CORP /OH/3,541,209$154M4.81%+258,13513F-HRTimeline
LPL Financial LLC2,401,402$105M0.03%+281,33113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,041,359$88.9M0.01%+133,77913F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.1,259,777$54.9M1.89%+38,41713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,243,665$54.1M0.02%+648,15913F-HRTimelineGroup
Capital Asset Advisory Services LLC1,162,052$51.5M2.07%+50,04413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,157,125$50.4M0.9%+45,89813F-HR/ATimeline
SK Wealth Management, LLC990,476$44.9M12.53%+825,41413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/882,583$38.4M<0.01%+278,19913F-HRTimelineGroup
Cetera Investment Advisers709,217$30.9M0.03%+399,73213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC659,594$28.7M0.01%-41,26713F-HRTimelineGroup
Steward Partners Investment Advisory, L…641,506$27.9M0.15%+124,04913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding606,221$26.4M+17,369Timeline
MML INVESTORS SERVICES, LLC586,304$25.5M0.06%-1,33513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC442,906$19.3M0.08%+31013F-HRTimelineGroup
Atria Investments, Inc390,357$17M0.19%-13,19913F-HRTimeline
Tidemark, LLC387,053$16.9M4.79%+20,39013F-HRTimeline
UBS Group AGin group UBS Group AG308,642$13.4M<0.01%+235,08613F-HRTimelineGroup
Impact Capital Partners LLC200,163$8.72M2.58%+2,15613F-HRTimeline
Insight Advisors, LLC/ PA185,854$8.09M1.23%new13F-HRTimeline
Cambridge Investment Research Advisors,…179,066$7.8M0.02%+23,62713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC171,217$7.45M0.03%+19,01013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC150,745$6.56M0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…147,412$6.42M0.07%+110,39313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.139,441$6.07M0.01%+1,06813F-HRTimelineGroup
Frazier Financial Advisors, LLC137,145$5.97M3.54%-3,39613F-HRTimeline
Burns Matteson Capital Management, LLC112,317$4.89M1.96%+2,52213F-HRTimeline
Private Advisor Group, LLC106,296$4.63M0.02%+77,05813F-HRTimeline
Occidental Asset Management, LLC99,945$4.35M0.52%+27813F-HRTimeline
FFG RETIREMENT ADVISORS LLC98,335$4.28M2.66%-1,90513F-HRTimeline
Premier Private Wealth Management LLC88,698$4.05M4.2%13F-HRTimeline
Simplicity Wealth,LLC80,249$3.49M0.21%+10,11313F-HRTimeline
D.A. DAVIDSON & CO.75,148$3.27M0.02%+2,59013F-HRTimeline
Vericrest Private Wealth73,375$3.19M2.84%13F-HRTimeline
LANARK FINANCIAL, INC.73,154$3.19M0.24%+56,31613F-HRTimeline
Smartleaf Asset Management LLC65,815$2.87M0.11%+65,75413F-HRTimeline
Trivium Point Advisory, LLC64,236$2.8M0.28%-16913F-HRTimeline
VestGen Advisors, LLC62,686$2.73M0.12%-99,45513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth60,998$2.66M<0.01%-6913F-HRTimelineGroup
Caprock Group, LLC56,413$2.46M0.05%+50613F-HRTimeline
OPTIMA CAPITAL LLC55,576$2.42M1.05%-21,36713F-HRTimeline
Geneos Wealth Management Inc.48,983$2.13M0.05%+36913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,744$2.08M<0.01%+4,07413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,559$2.03M<0.01%+46613F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…46,177$2.01M0.19%013F-HRTimelineGroup
Trilogy Capital Inc.37,292$1.62M0.07%+28,48313F-HRTimeline
Global Retirement Partners, LLC35,892$1.56M0.03%+1,62313F-HRTimeline
AssuredPartners Investment Advisors, LLC33,989$1.48M0.22%new13F-HRTimeline
World Investment Advisors32,416$1.41M0.02%-12013F-HR/ATimeline
WORLD EQUITY GROUP, INC.30,266$1.32M0.37%+1,62713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC29,126$1.31M0.51%-4,24213F-HRTimelineGroup
HF Advisory Group, LLC27,312$1.19M0.41%+25013F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC26,871$1.17M0.01%-5,64113F-HRTimelineGroup
RFG Advisory, LLC25,402$1.11M0.02%new13F-HRTimeline
AIFG Consultants Ltd.24,907$1.08M1.86%new13F-HRTimeline
Gotham Asset Management, LLC24,215$1.05M<0.01%+1,19613F-HRTimeline
HARBOUR INVESTMENTS, INC.22,547$982K0.02%+3,81713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,531$981K0.02%+1,82713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,875$909K<0.01%-279,12513F-HRTimelineGroup
Signal Advisors Wealth, LLC20,632$898K0.07%+5,58313F-HRTimeline
B. Riley Wealth Advisors, Inc.20,616$898K0.04%+1,03413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,233$881K<0.01%+85713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,358$799K0.02%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT17,071$743K0.08%+1,64813F-HRTimeline
Sigma Planning Corp16,372$713K0.02%-1,58113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC16,238$707K0.28%-192,12513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,192$705K<0.01%-31713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,364$669K<0.01%+3,28313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.14,478$630K0.52%-5313F-HRTimeline
Financial Engines Advisors L.L.C.13,658$595K<0.01%+1,61213F-HRTimeline
Comprehensive Money Management Services…13,367$582K0.4%013F-HRTimeline
IFP Advisors, Inc13,222$576K0.01%-10613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,634$550K0.01%+5313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,557$547K<0.01%-51013F-HRTimelineGroup
Sanctuary Advisors, LLC12,366$538K<0.01%+2,94013F-HRTimeline
Oregon Pacific Wealth Management, LLC12,166$530K0.55%+4,62013F-HRTimeline
Perigon Wealth Management, LLC11,785$513K0.01%+4,41013F-HRTimeline
CRUX WEALTH ADVISORS10,916$475K0.18%-3,11913F-HRTimeline
WESCAP Management Group, Inc.10,709$466K0.09%-23713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,559$460K0.03%+55213F-HRTimeline
WCG Wealth Advisors LLC10,302$449K0.01%+3613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,142$442K0.01%+3,43513F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC10,062$438K0.03%+2013F-HRTimeline
Modera Wealth Management, LLC9,832$428K<0.01%013F-HRTimeline
BEACON FINANCIAL GROUP9,689$422K0.04%013F-HRTimeline
American Money Management, LLC9,380$408K0.06%-14713F-HRTimeline
Hopwood Nicholas Hunter9,178$400K0.13%13F-HRTimeline
AE Wealth Management LLC8,852$385K<0.01%-47813F-HRTimeline
Seek First Inc.8,261$360K0.25%+3613F-HRTimeline
Foundations Investment Advisors, LLC8,244$359K<0.01%+7213F-HRTimeline
HRT FINANCIAL LP8,110$353K<0.01%new13F-HRTimeline
Summit Financial, LLC7,617$332K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.7,588$330K0.13%013F-HRTimeline
WealthPoint Financial, LLC7,175$312K0.27%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,944$302K0.01%+3013F-HRTimeline
Riverbend Wealth Management, LLC6,837$298K0.19%new13F-HRTimeline
Gateway Wealth Partners, LLC6,643$289K0.03%new13F-HRTimeline
Empirical Asset Management, LLC6,629$289K0.08%new13F-HRTimeline
Portland Financial Advisors Inc6,598$287K0.61%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,558$286K<0.01%+25013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,338$276K<0.01%-9,18013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,112$266K<0.01%+2,14013F-HRTimelineGroup
SkyView Investment Advisors, LLC5,807$253K0.03%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,124$223K<0.01%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,915$214K0.12%new13F-HRTimeline
Merit Financial Group, LLC4,731$206K<0.01%new13F-HRTimeline
Rooted Wealth Advisors, Inc.4,429$203K0.06%new13F-HRTimeline
CoreCap Advisors, LLC4,079$178K0.01%+5813F-HRTimeline
MAI Capital Management4,006$174K<0.01%+113F-HRTimeline
Cherry Tree Wealth Management, LLC3,175$138K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC2,476$108K<0.01%-3,07513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,821$79.3K<0.01%-24613F-HR/ATimelineGroup
Root Financial Partners, LLC1,717$74.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,573$68.5K<0.01%+45313F-HRTimelineGroup
COMERICA BANK1,531$66.7K<0.01%-27513F-HRTimeline
Aptus Capital Advisors, LLC1,420$61.8K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC1,354$59K0.01%013F-HRTimeline
Caldwell Trust Co1,304$56.8K0.01%new13F-HRTimeline
NVWM, LLC1,010$44K0.01%+1,00013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,007$43.8K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC915$39.9K0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC650$28.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC602$26.2K<0.01%+113F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC500$21.8K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV378$16.5K<0.01%013F-HRTimeline
Covestor Ltd263$11K0.01%+1113F-HRTimeline
REAP Financial Group, LLC222$9.67K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.44$5.96K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC114$4.96K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC110$4.79K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd34$1.48K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN33$1.42K<0.01%+3213F-HRTimelineGroup