Skip to content

DDWM WISDOMTREE TR

Follow

CURRNCY INT EQ (fund)

142 managers (145 13F filers) reported a position in DDWM shares at 2026-03-31, 25,405,723 shares in all. 24 filers opened a position and 10 filers sold out during the quarter.

Managers
142
13F filers
145
New
24
Added
69
Reduced
32
Sold out
10
Shares held by filers
25,405,723

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PARK NATIONAL CORP /OH/3,678,991$162M4.94%+137,78213F-HRTimeline
LPL Financial LLC3,167,850$140M0.04%+766,44813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,150,517$94.9M0.01%+109,15813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,384,479$61.1M0.02%+140,81413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,331,088$58.7M1.98%+71,31113F-HRTimeline
Capital Asset Advisory Services LLC1,186,900$55M2.11%+24,84813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,028,863$45.4M<0.01%+146,28013F-HRTimelineGroup
SK Wealth Management, LLC931,914$41.7M11.57%-58,56213F-HRTimeline
Cetera Investment Advisers738,583$32.6M0.03%+29,36613F-HRTimeline
Steward Partners Investment Advisory, L…700,739$30.9M0.16%+59,23313F-HRTimeline
UBS Group AGgroup of 2 filers holding700,668$30.9M+392,026Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC690,532$30.5M0.01%+30,93813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding606,121$26.7M-100Timeline
MML INVESTORS SERVICES, LLC525,779$23.2M0.06%-60,52513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.483,311$21.3M0.03%+343,87013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC457,898$20.2M0.08%+14,99213F-HRTimelineGroup
Horizon Wealth Management, LLC445,469$19.6M2.88%new13F-HRTimeline
Atria Investments, Inc364,294$16.1M0.18%-26,06313F-HRTimeline
Tidemark, LLC357,878$15.8M4.01%-29,17513F-HRTimeline
Choice Wealth Advisors LLC336,513$14.8M5.83%new13F-HRTimeline
Impact Capital Partners LLC230,768$10.2M3.08%+30,60513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC201,928$8.91M0.01%+181,05313F-HRTimelineGroup
Cambridge Investment Research Advisors,…201,112$8.87M0.02%+22,04613F-HRTimeline
OneDigital Investment Advisors LLC180,273$7.95M0.08%new13F-HRTimeline
Burns Matteson Capital Management, LLC169,859$7.49M2.92%+57,54213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC151,128$6.67M0.03%-20,08913F-HRTimelineGroup
Private Advisor Group, LLC148,398$6.55M0.03%+42,10213F-HRTimeline
Mariner, LLCin group Mariner, LLC144,691$6.38M0.01%-6,05413F-HRTimelineGroup
Frazier Financial Advisors, LLC138,034$6.09M3.37%+88913F-HRTimeline
NewEdge Advisors, LLC110,922$4.89M0.02%new13F-HR/ATimeline
FFG RETIREMENT ADVISORS LLC98,935$4.36M2.54%+60013F-HRTimeline
Smartleaf Asset Management LLC98,698$4.24M0.15%+32,88313F-HRTimeline
LANARK FINANCIAL, INC.92,962$4.1M0.31%+19,80813F-HRTimeline
VestGen Advisors, LLC86,654$3.99M0.11%+23,96813F-HRTimeline
Simplicity Wealth,LLC88,086$3.89M0.22%+7,83713F-HRTimeline
Occidental Asset Management, LLC87,109$3.84M0.46%-12,83613F-HRTimeline
Vericrest Private Wealth83,537$3.68M3.31%+10,16213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC81,835$3.61M2.3%new13F-HRTimeline
Premier Private Wealth Management LLC79,369$3.5M3.69%-9,32913F-HRTimeline
D.A. DAVIDSON & CO.78,092$3.44M0.02%+2,94413F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding66,606$2.96M+37,480Timeline
FLOW TRADERS U.S. LLC66,719$2.94M0.09%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…65,533$2.89M0.05%+55,39113F-HRTimelineGroup
Trilogy Capital Inc.62,340$2.75M0.12%+25,04813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth61,129$2.7M<0.01%+13113F-HRTimelineGroup
Caprock Group, LLC56,556$2.49M0.06%+14313F-HRTimeline
OPTIMA CAPITAL LLC53,850$2.38M1.1%-1,72613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,014$2.16M<0.01%+1,27013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…46,177$2.04M0.19%013F-HRTimelineGroup
Independent Advisor Alliance45,120$1.99M0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,476$1.96M<0.01%-2,08313F-HRTimelineGroup
Geneos Wealth Management Inc.44,391$1.96M0.05%-4,59213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,293$1.51M<0.01%new13F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC33,024$1.48M0.16%-96513F-HRTimeline
World Investment Advisors32,319$1.43M0.02%-9713F-HRTimeline
WORLD EQUITY GROUP, INC.31,528$1.39M0.36%+1,26213F-HRTimeline
HARBOUR INVESTMENTS, INC.29,198$1.29M0.02%+6,65113F-HRTimeline
HF Advisory Group, LLC28,532$1.26M0.43%+1,22013F-HRTimeline
Signal Advisors Wealth, LLC28,373$1.25M0.09%+7,74113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,889$1.14M0.01%-98213F-HRTimelineGroup
RFG Advisory, LLC25,870$1.14M0.02%+46813F-HRTimeline
B. Riley Wealth Advisors, Inc.24,253$1.04M0.07%+3,63713F-HRTimeline
Gotham Asset Management, LLC23,491$1.04M<0.01%-72413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,637$999K0.02%+10613F-HRTimelineGroup
Sanctuary Advisors, LLC22,494$992K0.01%+10,12813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT17,803$785K0.09%+73213F-HRTimeline
TigerOak Management, L.L.C.17,364$766K0.24%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,153$757K<0.01%+1,78913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,151$757K<0.01%+95913F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC17,117$755K0.79%+4,95113F-HRTimeline
Sigma Planning Corp16,749$739K0.02%+37713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC16,022$707K0.29%-21613F-HRTimeline
WCG Wealth Advisors LLC15,475$683K0.02%+5,17313F-HRTimeline
Trivium Point Advisory, LLC15,320$676K0.12%-48,91613F-HRTimeline
Financial Engines Advisors L.L.C.15,239$672K<0.01%+1,58113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.14,849$655K0.48%+37113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,721$649K0.02%-3,63713F-HRTimelineGroup
Alchemi Wealth, LLC14,552$642K0.36%new13F-HRTimeline
Foundations Investment Advisors, LLC13,885$612K0.01%+5,64113F-HRTimeline
Comprehensive Money Management Services…13,367$590K0.39%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,297$587K0.04%+3,23513F-HRTimeline
Gateway Wealth Partners, LLC13,178$581K0.02%+6,53513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,667$559K0.01%+3313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,556$554K<0.01%-113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,696$516K0.01%-135,71613F-HRTimelineGroup
Perigon Wealth Management, LLC11,068$488K0.01%-71713F-HRTimeline
IFP Advisors, Inc10,711$472K0.01%-2,51113F-HRTimeline
WESCAP Management Group, Inc.10,709$472K0.09%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,204$450K0.02%-35513F-HRTimeline
Modera Wealth Management, LLC9,832$434K0.01%013F-HRTimeline
BEACON FINANCIAL GROUP9,689$427K0.04%013F-HRTimeline
Hopwood Nicholas Hunter9,510$419K0.13%+33213F-HRTimeline
Paragon Capital Management Ltd8,853$391K0.08%new13F-HRTimeline
American Money Management, LLC8,647$381K0.06%-73313F-HRTimeline
CRUX WEALTH ADVISORS8,466$373K0.14%-2,45013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,475$373K<0.01%+2,13713F-HRTimelineGroup
Western Wealth Management, LLC8,232$363K0.01%new13F-HR/ATimeline
Seek First Inc.8,053$355K0.25%-20813F-HRTimeline
AE Wealth Management LLC7,771$343K<0.01%-1,08113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,742$342K<0.01%new13F-HRTimelineGroup
Empirical Asset Management, LLC7,673$338K0.09%+1,04413F-HRTimeline
Greykasell Wealth Strategies, Inc.7,588$335K0.13%013F-HRTimeline
Summit Financial, LLC7,568$334K<0.01%-4913F-HRTimeline
WealthPlan Investment Management, LLC7,440$328K0.02%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,220$318K<0.01%+66213F-HR/ATimelineGroup
WealthPoint Financial, LLC7,140$315K0.26%-3513F-HR/ATimeline
Riverbend Wealth Management, LLC6,952$307K0.19%+11513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,801$300K0.01%-14313F-HRTimeline
Portland Financial Advisors Inc6,598$291K0.61%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,434$276K<0.01%+32213F-HR/ATimelineGroup
TopTier Wealth Management, LLC6,235$275K0.17%new13F-HRTimeline
SkyView Investment Advisors, LLC5,807$256K0.03%013F-HRTimeline
CoreCap Advisors, LLC4,681$206K0.01%+60213F-HRTimeline
MAI Capital Management3,869$171K<0.01%-13713F-HRTimeline
Cherry Tree Wealth Management, LLC3,667$162K0.03%+49213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,216$142K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,476$109K<0.01%013F-HRTimelineGroup
NVWM, LLC1,859$82K0.02%+84913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,856$81.9K<0.01%+3513F-HRTimelineGroup
Root Financial Partners, LLC1,717$75.7K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,684$74.3K<0.01%+1,65113F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,573$69.4K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,488$65.6K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,470$64.8K<0.01%+5013F-HRTimeline
Caldwell Trust Co1,304$57.5K0.01%013F-HRTimeline
True Link Financial Advisors, LLC1,092$48.2K<0.01%new13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,007$44.4K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC916$40.4K0.02%+113F-HRTimeline
FMR LLCin group FMR LLC803$35.4K<0.01%+20113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC650$28.7K<0.01%013F-HRTimeline
Wellington Grp LLC596$26.3K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC577$25.7K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC500$22.1K<0.01%013F-HRTimeline
Covestor Ltd478$21K0.01%+21513F-HRTimeline
TD Capital Management LLC452$19.9K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.428$18.9K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV378$16.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP235$10.1K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC222$9.79K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.137$6.04K<0.01%+9313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC114$5.03K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC110$4.85K<0.01%013F-HRTimeline