DDWM Institutional Ownership & Shareholders
WISDOMTREE DY CUR HDG INTL (DDWM) is currently held by 140 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.23B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DDWM tracked by InsiderSet, reporting ownership valued at approximately $183.83M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $182.06M, representing an estimated loss of -0.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed DDWM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Park National Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE DY CUR HDG INTL (DDWM).
This page ranks the largest institutional DDWM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
140
Total Reported Value
$1.23B
Largest Holder
Lpl Financial Llc
Largest Position
$183.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 3,980,772 | $183,832,016 | $182,060,607 | -$1,771,409 | -0.96% | |
| Park National Corp | 4.77% | 3,854,645 | $175,887,451 | $176,292,189 | +$404,738 | +0.23% | |
| Morgan Stanley | 0.01% | 2,370,261 | $109,458,709 | $108,403,887 | -$1,054,822 | -0.96% | |
| Raymond James Financial Inc | 0.02% | 1,522,980 | $70,331,220 | $69,653,490 | -$677,730 | -0.96% | |
| Hennion & Walsh Asset Management, Inc. | 1.97% | 1,474,086 | $67,262,538 | $67,417,323 | +$154,785 | +0.23% | |
| Capital Asset Advisory Services Llc | 2.08% | 1,338,861 | $61,119,022 | $61,232,808 | +$113,786 | +0.19% | |
| Bank Of America Corp | 0.00% | 1,075,010 | $49,643,945 | $49,165,582 | -$478,363 | -0.96% | |
| Ubs Group Ag | 0.01% | 795,502 | $36,736,282 | $36,382,284 | -$353,998 | -0.96% | |
| Cetera Investment Advisers | 0.03% | 795,480 | $36,735,269 | $36,381,278 | -$353,991 | -0.96% | |
| Envestnet Asset Management Inc | 0.01% | 751,061 | $34,683,996 | $34,349,775 | -$334,221 | -0.96% | |
| Sk Wealth Management, Llc | 7.45% | 693,751 | $33,071,114 | $31,728,702 | -$1,342,412 | -4.06% | |
| Steward Partners Investment Advisory, Llc | 0.17% | 704,543 | $32,535,783 | $32,222,274 | -$313,509 | -0.96% | |
| Mml Investors Services, Llc | 0.06% | 668,967 | $30,892,916 | $30,595,206 | -$297,710 | -0.96% | |
| Stratos Investment Management, Llc | 1.02% | 611,848 | $28,255,165 | $27,982,868 | -$272,297 | -0.96% | |
| Baird Financial Group, Inc. | 0.03% | 518,624 | $23,950,056 | $23,719,269 | -$230,787 | -0.96% | |
| Lido Advisors, Llc | 0.07% | 438,912 | $20,269,032 | $20,073,640 | -$195,392 | -0.96% | |
| Choice Wealth Advisors Llc | 5.81% | 368,427 | $16,811,305 | $16,850,009 | +$38,704 | +0.23% | |
| Atria Investments, Inc | 0.14% | 322,742 | $14,726,703 | $14,760,605 | +$33,902 | +0.23% | |
| Jane Street Group, Llc | 0.01% | 274,238 | $12,664,311 | $12,542,275 | -$122,036 | -0.96% | |
| Impact Capital Partners Llc | 3.07% | 245,233 | $11,189,982 | $11,215,731 | +$25,749 | +0.23% | |
| Burns Matteson Capital Management, Llc | 3.14% | 192,542 | $8,785,712 | $8,805,908 | +$20,196 | +0.23% | |
| Tidemark, Llc | 1.95% | 187,217 | $8,645,694 | $8,562,369 | -$83,325 | -0.96% | |
| Onedigital Investment Advisors Llc | 0.07% | 181,872 | $8,398,850 | $8,317,916 | -$80,934 | -0.96% | |
| Kestra Advisory Services, Llc | 0.02% | 177,739 | $8,110,238 | $8,128,893 | +$18,655 | +0.23% | |
| Frazier Financial Advisors, Llc | 3.22% | 137,883 | $6,367,432 | $6,306,079 | -$61,353 | -0.96% | |
| Simplicity Wealth,Llc | 0.17% | 125,473 | $5,725,333 | $5,738,508 | +$13,175 | +0.23% | |
| Newedge Advisors, Llc | 0.02% | 117,967 | $5,447,716 | $5,395,221 | -$52,495 | -0.96% | |
| Trilogy Capital Inc. | 0.20% | 115,839 | $5,285,748 | $5,297,897 | +$12,149 | +0.23% | |
| Commonwealth Equity Services, Llc | 0.01% | 102,638 | $4,683,390 | $4,694,149 | +$10,759 | +0.23% | |
| Smartleaf Asset Management Llc | 0.15% | 98,698 | $4,548,991 | $4,513,953 | -$35,038 | -0.77% | |
| Mariner, Llc | 0.00% | 97,866 | $4,519,465 | $4,475,902 | -$43,563 | -0.96% | |
| Nbc Securities, Inc. | 0.31% | 98,405 | $4,490,215 | $4,500,553 | +$10,338 | +0.23% | |
| Vericrest Private Wealth | 3.80% | 93,351 | $4,259,627 | $4,269,408 | +$9,781 | +0.23% | |
| Occidental Asset Management, Llc | 0.39% | 86,100 | $3,976,083 | $3,937,784 | -$38,300 | -0.96% | |
| Great Valley Advisor Group, Inc. | 0.06% | 83,324 | $3,847,562 | $3,810,823 | -$36,739 | -0.95% | |
| Citadel Advisors Llc | 0.00% | 83,161 | $3,840,375 | $3,803,368 | -$37,007 | -0.96% | |
| Premier Private Wealth Management Llc | 3.32% | 82,143 | $3,793,343 | $3,756,810 | -$36,533 | -0.96% | |
| Vestgen Advisors, Llc | 0.12% | 82,950 | $3,785,022 | $3,793,718 | +$8,696 | +0.23% | |
| Columbia Advisory Partners Llc | 2.06% | 81,853 | $3,734,957 | $3,743,547 | +$8,590 | +0.23% | |
| D.A. Davidson & Co. | 0.02% | 80,911 | $3,691,969 | $3,700,465 | +$8,496 | +0.23% | |
| Trivium Point Advisory, Llc | 0.26% | 62,022 | $2,864,186 | $2,836,576 | -$27,610 | -0.96% | |
| Western Wealth Management, Llc | 0.09% | 60,785 | $2,807,052 | $2,780,002 | -$27,050 | -0.96% | |
| Caprock Group, Llc | 0.05% | 57,326 | $2,647,345 | $2,621,805 | -$25,540 | -0.96% | |
| Focus Partners Wealth | 0.00% | 54,252 | $2,505,396 | $2,481,215 | -$24,181 | -0.97% | |
| Signal Advisors Wealth, Llc | 0.11% | 53,416 | $2,437,361 | $2,442,981 | +$5,620 | +0.23% | |
| Savant Capital, Llc | 0.01% | 49,451 | $2,230,059 | $2,261,641 | +$31,582 | +1.42% | |
| Stifel Financial Corp | 0.00% | 46,355 | $2,140,682 | $2,120,046 | -$20,636 | -0.96% | |
| Moody National Bank Trust Division | 0.17% | 46,177 | $2,107,057 | $2,111,905 | +$4,848 | +0.23% | |
| Geneos Wealth Management Inc. | 0.04% | 44,979 | $2,077,119 | $2,057,115 | -$20,004 | -0.96% | |
| Gotham Asset Management, Llc | 0.00% | 37,150 | $1,715,587 | $1,699,055 | -$16,532 | -0.96% |
Frequently asked questions about DDWM
Who are the largest institutional holders of DDWM?
The largest institutional holders of DDWM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Park National Corp, Morgan Stanley, Raymond James Financial Inc, and Hennion & Walsh Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported DDWM position.
What is DDWM institutional ownership?
This page tracks DDWM positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE DY CUR HDG INTL (DDWM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDWM?
InsiderSet currently tracks 140 institutional managers reporting DDWM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DDWM shareholders.
How much DDWM stock do institutions own?
Institutional investment managers disclosed approximately $1.23B in DDWM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDWM institutional ownership last updated?
The latest DDWM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DDWM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DDWM position after the reporting date.
Are institutions buying or selling DDWM?
Institutional buying and selling can be analyzed by comparing DDWM positions across consecutive 13F reporting periods. InsiderSet's DDWM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDWM ownership changes.
How has DDWM institutional ownership changed over time?
InsiderSet tracks DDWM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.