Skip to content

DDWM WISDOMTREE TR

Follow

CURRNCY INT EQ (fund)

143 managers (145 13F filers) reported a position in DDWM shares at 2026-06-30, 28,429,709 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
143
13F filers
145
New
10
Added
80
Reduced
34
Sold out
10
Shares held by filers
28,429,709

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC3,980,772$184M0.04%+812,92213F-HRTimeline
PARK NATIONAL CORP /OH/3,761,775$174M4.86%+82,78413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,370,261$109M0.01%+219,74413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,522,980$70.3M0.02%+138,50113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,433,747$66.2M1.89%+102,65913F-HRTimeline
Capital Asset Advisory Services LLC1,255,404$58M2.1%+68,50413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,241,604$57.3M0.91%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,075,010$49.6M<0.01%+46,14713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding797,426$36.8M+96,758Timeline
Cetera Investment Advisers795,480$36.7M0.03%+56,89713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC751,061$34.7M0.01%+60,52913F-HR/ATimelineGroup
SK Wealth Management, LLC693,751$33.1M7.45%-238,16313F-HRTimeline
Steward Partners Investment Advisory, L…704,543$32.5M0.17%+3,80413F-HRTimeline
MML INVESTORS SERVICES, LLC668,967$30.9M0.06%+143,18813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding625,844$28.9M+19,723Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.518,624$24M0.03%+35,31313F-HRTimelineGroup
Horizon Wealth Management, LLC442,514$20.4M2.6%-2,95513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC438,912$20.3M0.07%-18,98613F-HRTimelineGroup
Choice Wealth Advisors LLC356,619$16.5M5.78%+20,10613F-HRTimeline
Cambridge Investment Research Advisors,…335,602$15.5M0.03%+134,49013F-HR/ATimeline
Atria Investments, Inc326,330$15.1M0.15%-37,96413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC274,238$12.7M0.01%+72,31013F-HRTimelineGroup
Impact Capital Partners LLC242,152$11.2M3.05%+11,38413F-HRTimeline
Burns Matteson Capital Management, LLC190,915$8.82M2.8%+21,05613F-HRTimeline
Tidemark, LLC187,217$8.65M1.95%-170,66113F-HRTimeline
OneDigital Investment Advisors LLC181,872$8.4M0.07%+1,59913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC158,604$7.32M0.02%+7,47613F-HRTimelineGroup
Frazier Financial Advisors, LLC137,883$6.37M3.22%-15113F-HRTimeline
NewEdge Advisors, LLC117,967$5.45M0.02%+7,04513F-HRTimeline
Simplicity Wealth,LLC105,357$4.87M0.16%+17,27113F-HRTimeline
Trilogy Capital Inc.100,250$4.63M0.18%+37,91013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC98,800$4.56M0.01%+49,78613F-HRTimeline
Smartleaf Asset Management LLC98,698$4.55M0.15%013F-HRTimeline
Mariner, LLCin group Mariner, LLC97,866$4.52M<0.01%-46,82513F-HRTimelineGroup
LANARK FINANCIAL, INC.97,440$4.5M0.3%+4,47813F-HRTimeline
VestGen Advisors, LLC89,341$4.13M0.12%+2,68713F-HRTimeline
Vericrest Private Wealth89,313$4.12M3.67%+5,77613F-HRTimeline
Occidental Asset Management, LLC86,100$3.98M0.39%-1,00913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC84,667$3.91M2.16%+2,83213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…83,324$3.85M0.06%+17,79113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC83,161$3.84M<0.01%new13F-HR/ATimelineGroup
Premier Private Wealth Management LLC82,143$3.79M3.32%+2,77413F-HRTimeline
D.A. DAVIDSON & CO.78,641$3.63M0.02%+54913F-HRTimeline
Trivium Point Advisory, LLC62,022$2.86M0.26%+46,70213F-HRTimeline
Western Wealth Management, LLC60,785$2.81M0.09%+52,55313F-HRTimeline
Caprock Group, LLC57,326$2.65M0.05%+77013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth54,252$2.51M<0.01%-6,87713F-HRTimelineGroup
OPTIMA CAPITAL LLC50,715$2.34M0.92%-3,13513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC49,451$2.23M0.01%+23,56213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,355$2.14M<0.01%+1,87913F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…46,177$2.13M0.18%013F-HRTimelineGroup
Geneos Wealth Management Inc.44,979$2.08M0.04%+58813F-HRTimeline
Global Retirement Partners, LLC37,731$1.74M0.03%13F-HRTimeline
Gotham Asset Management, LLC37,150$1.72M<0.01%+13,65913F-HRTimeline
Private Advisor Group, LLC36,624$1.69M0.01%-111,77413F-HRTimeline
Signal Advisors Wealth, LLC35,968$1.66M0.09%+7,59513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,293$1.58M<0.01%013F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC32,870$1.54M0.52%-43313F-HRTimelineGroup
WORLD EQUITY GROUP, INC.33,314$1.54M0.34%+1,78613F-HRTimeline
AssuredPartners Investment Advisors, LLC32,735$1.51M0.15%-28913F-HRTimeline
HARBOUR INVESTMENTS, INC.32,463$1.5M0.02%+3,26513F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC31,925$1.47M1.92%new13F-HRTimeline
World Investment Advisors32,319$1.43M0.02%013F-HRTimeline
HF Advisory Group, LLC29,470$1.36M0.42%+93813F-HRTimeline
Sanctuary Advisors, LLC27,707$1.28M0.01%+5,21313F-HRTimeline
B. Riley Wealth Advisors, Inc.26,236$1.21M0.07%+1,98313F-HRTimeline
RFG Advisory, LLC26,132$1.21M0.02%+26213F-HRTimeline
TigerOak Management, L.L.C.22,920$1.06M0.3%+5,55613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,672$1.05M0.02%+3513F-HRTimelineGroup
Foundations Investment Advisors, LLC22,175$1.02M0.01%+8,29013F-HRTimeline
Alchemi Wealth, LLC19,189$886K0.42%+4,63713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT18,209$841K0.08%+40613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,177$839K<0.01%+1,02613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,588$812K<0.01%+15,90413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,333$800K<0.01%+9,59113F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC16,447$760K0.71%-67013F-HRTimeline
Sigma Planning Corp15,309$707K0.02%-1,44013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.15,071$696K0.41%+22213F-HRTimeline
WCG Wealth Advisors LLC15,046$695K0.02%-42913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,489$669K0.03%+1,19213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,364$663K0.01%-35713F-HRTimelineGroup
Financial Engines Advisors L.L.C.13,897$642K<0.01%-1,34213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC13,885$641K0.24%-2,13713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,861$640K<0.01%-3,29213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,590$581K<0.01%+3413F-HRTimelineGroup
Comprehensive Money Management Services…12,212$564K0.36%-1,15513F-HRTimeline
Perigon Wealth Management, LLC11,326$523K0.01%+25813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,897$503K0.02%+69313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,811$499K0.01%-1,85613F-HRTimelineGroup
IFP Advisors, Inc10,785$498K0.01%+7413F-HRTimeline
WESCAP Management Group, Inc.10,709$495K0.09%013F-HRTimeline
WealthPlan Investment Management, LLC10,638$491K0.02%+3,19813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,980$461K<0.01%-1,71613F-HRTimelineGroup
AE Wealth Management LLC9,779$452K<0.01%+2,00813F-HRTimeline
BEACON FINANCIAL GROUP9,689$447K0.04%013F-HRTimeline
Hopwood Nicholas Hunter9,362$432K0.12%-14813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,336$431K<0.01%+86113F-HRTimelineGroup
Town Capital LLC9,258$428K0.27%new13F-HRTimeline
TopTier Wealth Management, LLC9,059$418K0.25%+2,82413F-HRTimeline
CRUX WEALTH ADVISORS8,514$393K0.14%+4813F-HRTimeline
Empirical Asset Management, LLC8,419$389K0.09%+74613F-HRTimeline
American Money Management, LLC8,199$379K0.05%-44813F-HRTimeline
Seek First Inc.8,169$377K0.24%+11613F-HRTimeline
Qube Research & Technologies Ltd7,993$369K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.7,588$350K0.13%013F-HRTimeline
WealthPoint Financial, LLC7,474$345K0.25%+33413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,220$333K<0.01%013F-HRTimelineGroup
Riverbend Wealth Management, LLC7,218$333K0.17%+26613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,899$319K<0.01%+9813F-HR/ATimeline
Summit Financial, LLC6,873$317K<0.01%-69513F-HRTimeline
Gateway Wealth Partners, LLC6,621$306K0.02%-6,55713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,464$298K<0.01%+3013F-HRTimelineGroup
Portland Financial Advisors Inc6,113$282K0.52%-48513F-HRTimeline
Paragon Capital Management Ltd6,028$278K0.05%-2,82513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,769$266K<0.01%new13F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,479$253K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC4,787$221K<0.01%+4,21013F-HRTimeline
Modera Wealth Management, LLC4,742$219K<0.01%-5,09013F-HRTimeline
CoreCap Advisors, LLC4,561$211K0.01%-12013F-HRTimeline
Cherry Tree Wealth Management, LLC3,957$183K0.03%+29013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,145$145K<0.01%-7113F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC2,274$105K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,174$100K<0.01%+31813F-HRTimelineGroup
FMR LLCin group FMR LLC2,066$95.4K<0.01%+1,26313F-HRTimelineGroup
NVWM, LLC1,868$86.3K0.02%+913F-HRTimeline
PRIVATE TRUST CO NA1,488$68.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,470$67.9K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,007$46.5K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC920$42.5K0.02%+413F-HRTimeline
MATHER GROUP, LLC.653$30.2K<0.01%+22513F-HRTimeline
ROTHSCHILD INVESTMENT LLC650$30K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC500$23.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.482$22K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD Capital Management LLC459$21.2K<0.01%+713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\453$20.9K<0.01%-1,12013F-HRTimelineGroup
Dunhill Financial, LLC386$17.8K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV378$17.5K<0.01%013F-HRTimeline
Covestor Ltd323$15K0.01%-15513F-HRTimeline
REAP Financial Group, LLC222$10.3K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.137$6.33K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC114$5.26K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC110$5.08K<0.01%013F-HRTimeline
Planning Strategies Inc.106$4.89K<0.01%13F-HRTimeline