Who owns Wisdomtree Tr currncy int eq?
- Ticker: DDWM
- CUSIP Number: 97717x263
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr currncy int eq with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Tr currncy int eq stock
Who bought or sold Wisdomtree Tr currncy int eq this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 956k | $33M | 3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 878k | $30M | -36% | Mar 2024 |
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| Fundamentun | 496k | $17M | 9% | Mar 2024 |
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| Exchange Capital Management | 480k | $16M | 1% | Mar 2024 |
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| Steward Partners Investment Advisory | 394k | $14M | 100% | Mar 2024 |
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| Stratos Wealth Advisors | 321k | $11M | 100% | Mar 2024 |
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| AE Wealth Management | 295k | $10M | 3% | Mar 2024 |
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| Raymond James & Associates | 209k | $7.2M | 3% | Mar 2024 |
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| Bank of America Corporation | 181k | $6.2M | -1% | Mar 2024 |
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| Frazier Financial Advisors | 135k | $4.6M | -1% | Mar 2024 |
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| Ffg Retirement Advisors | 117k | $4.0M | 2% | Mar 2024 |
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| Citadel Advisors | 109k | $3.7M | 116% | Mar 2024 |
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| Commonwealth Equity Services | 95k | $3.2M | -4% | Mar 2024 |
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| Tidemark | 84k | $2.9M | 1880% | Mar 2024 |
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| Morgan Stanley | 79k | $2.7M | 9% | Mar 2024 |
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| Occidental Asset Management | 71k | $2.4M | 3% | Mar 2024 |
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| Rooted Wealth Advisors | 70k | $2.4M | 0% | Mar 2024 |
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| Caprock | 63k | $2.2M | 1% | Mar 2024 |
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| Envestnet Asset Management | 59k | $2.0M | 35% | Mar 2024 |
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| Kestra Advisory Services | 59k | $1.9M | 9% | Dec 2023 |
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| Atomi Financial Group | 57k | $1.9M | 0% | Mar 2024 |
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| Harvest Investment Services | 54k | $1.9M | 0% | Mar 2024 |
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| Goss Wealth Management | 50k | $1.7M | 100% | Mar 2024 |
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| Moody National Bank Trust Division | 47k | $1.6M | 0% | Mar 2024 |
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| Savant Capital Management | 40k | $1.4M | -2% | Mar 2024 |
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| 1858 Wealth Management | 37k | $1.2M | 100% | Mar 2024 |
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| Geneos Wealth Management | 35k | $1.2M | -1% | Mar 2024 |
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| Lloyd Advisory Services | 27k | $1.3M | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 26k | $898k | 162% | Mar 2024 |
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| UBS Group | 25k | $869k | 3% | Mar 2024 |
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| Colony | 21k | $724k | -3% | Mar 2024 |
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| HF Advisory Group | 19k | $654k | 18% | Mar 2024 |
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| Claro Advisors | 18k | $609k | 4% | Mar 2024 |
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| Nbc Securities | 18k | $612k | 62% | Mar 2024 |
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| Private Advisor | 14k | $494k | -8% | Mar 2024 |
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| American Money Management | 13k | $455k | -2% | Mar 2024 |
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| Signal Advisors Wealth | 11k | $378k | 100% | Mar 2024 |
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| WESCAP Management | 11k | $374k | 0% | Mar 2024 |
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| Apeiron RIA | 11k | $362k | 0% | Mar 2024 |
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| Beacon Financial | 10k | $348k | -1% | Mar 2024 |
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| Modera Wealth Management | 9.8k | $336k | 0% | Mar 2024 |
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| Stratos Wealth Partners | 9.2k | $314k | -21% | Mar 2024 |
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| Aspire Wealth Management Corp | 8.7k | $297k | 0% | Mar 2024 |
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| Midland Wealth Advisors | 8.5k | $292k | -69% | Mar 2024 |
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| Ameriprise Financial | 7.2k | $246k | -9% | Mar 2024 |
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| Cambridge Investment Research Advisors | 6.9k | $236k | -40% | Mar 2024 |
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| Obsidian Personal Planning Solutions | 6.7k | $227k | 6% | Mar 2024 |
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| Great Valley Advisor Group | 6.5k | $223k | 100% | Mar 2024 |
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| MAI Wealth Advisors | 5.9k | $202k | 100% | Mar 2024 |
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| Royal Bank of Canada | 3.8k | $131k | -28% | Mar 2024 |
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| Advisor Group Holdings | 3.7k | $127k | 136% | Mar 2024 |
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| O'shaughnessy Asset Management | 3.2k | $109k | 6% | Mar 2024 |
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| Bellevue Asset Management | 1.1k | $38k | 0% | Mar 2024 |
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| Principal Securities | 853.00 | $29k | 5% | Mar 2024 |
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| Creative Financial Designs | 386.00 | $13k | 0% | Mar 2024 |
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| Farther Finance Advisors | 104.00 | $3.6k | 0% | Mar 2024 |
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| Smartleaf Asset Management | 100.00 | $3.2k | 3% | Mar 2024 |
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| Harbour Investments | 100.00 | $3.2k | 100% | Dec 2023 |
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| FMR | 74.00 | $2.5k | 100% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $20.000000 | -100% | Mar 2024 |
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Who sold out of Wisdomtree Tr currncy int eq?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Investments | Sep 2023 | 40k | $1.2M |
| Jane Street | Dec 2023 | 31k | $1.0M |
| Maripau Wealth Management | Sep 2023 | 17k | $510k |
| Axxcess Wealth Management | Sep 2023 | 14k | $427k |
| Atria Wealth Solutions | Dec 2023 | 7.8k | $251k |
| Envestnet Portfolio Solutions | Dec 2023 | 7.8k | $251k |
| Kure Advisory | Dec 2023 | 7.4k | $239k |
| Northwestern Mutual Wealth Management Company | Sep 2023 | 321.00 | $9.8k |
| Advisory Services Network | Dec 2023 | 100.00 | $3.2k |
| IFP Advisors | Sep 2023 | 100.00 | $3.0k |