WisdomTree Dynamic Currency Hedged International Equity

DDWM • BATS

WisdomTree Dynamic Currency Hedged International Equity is an exchange-traded fund on BATS. As of Q3 2025, 113 institutional investors hold shares in this ETF, with total holdings valued at $804.5M. PARK NATIONAL CORP /OH/ is the largest holder with a position valued at $137.2M.

Overview

Overview of institutional ownership in DDWM as of Q3 2025

All Institutions

Institutions: 113
Value Held: $804.5M
Shares Held: 19.2M
Avg Position: $7.1M
Median Position: $644.7K

Hedge Funds

Hedge Funds: 1
Value Held: $962.2K
Shares Held: 23.0K
Avg Position: $962.2K
Median Position: $962.2K

Biggest Investors

Institutions with the largest positions in DDWM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
PARK NATIONAL CORP /OH/ Institution	Matthew R. Miller CEO	$137.2M 4.29% of portfolio	3.3M shares	Q2 2025 Held for 5 months	$3.2B
L LPL Financial LLC Institution	-	$88.6M 0.03% of portfolio	2.1M shares	Q2 2017 Held for 8y 5m	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$79.7M 0.00% of portfolio	1.9M shares	Q3 2016 Held for 9y 2m	$1.65T
Hennion & Walsh Asset Management, Inc. RIA/Wealth	Kevin Douglas Mahn President	$51.1M 1.86% of portfolio	1.2M shares	Q1 2025 Held for 8 months	$2.8B
Capital Asset Advisory Services LLC RIA/Wealth	Jeffrey John Casey Managing Partner	$46.5M 2.01% of portfolio	1.1M shares	Q3 2025 Held for 2 months	$2.3B
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth	Michael Loren Seid CEO	$46.4M 0.99% of portfolio	1.1M shares	Q3 2025 Held for 2 months	$4.7B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$29.3M 0.01% of portfolio	700.9K shares	Q4 2018 Held for 6y 11m	$341.99B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$25.3M 0.00% of portfolio	604.4K shares	Q2 2016 Held for 9y 5m	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$24.9M 0.01% of portfolio	595.5K shares	Q4 2024 Held for 11 months	$310.43B
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	$24.6M 0.07% of portfolio	587.6K shares	Q2 2024 Held for 1y 5m	$36.7B

Net Capital Flow

Institutional buying and selling activity for DDWM in Q3 2025

Traded: +$228.9M
Buyers: 68
Sellers: 37
Total Bought: +$242.9M
Total Sold: −$14.0M
Avg Position: $6.6M

Biggest Buyers

Institution	Net Bought	Current Position
Capital Asset Advisory Services LLC RIA/Wealth	+$46.5M +1.1M shares	$46.5M 1.1M shares
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth	+$46.4M +1.1M shares	$46.4M 1.1M shares
L LPL Financial LLC Institution	+$32.2M +770.0K shares	$88.6M 2.1M shares
PARK NATIONAL CORP /OH/ Institution	+$27.4M +656.0K shares	$137.2M 3.3M shares
Lido Advisors, LLC RIA/Wealth	+$18.5M +442.6K shares	$18.5M 442.6K shares
A ATRIA INVESTMENTS LLC Institution	+$11.0M +262.8K shares	$16.9M 403.6K shares
MORGAN STANLEY RIA/Wealth	+$7.0M +166.8K shares	$79.7M 1.9M shares
D Defined Financial Planning LLC RIA/Wealth	+$6.7M +159.8K shares	$6.9M 164.9K shares
HOWARD BAILEY SECURITIES, LLC RIA/Wealth	+$6.3M +150.7K shares	$6.3M 150.7K shares
SK Wealth Management, LLC RIA/Wealth	+$6.0M +143.2K shares	$6.9M 165.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$4.5M −114.1K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$3.1M −73.0K shares	$12.5M 300.0K shares
T Tidemark, LLC RIA/Wealth	−$1.6M −38.7K shares	$15.3M 366.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$731.3K −17.5K shares	$24.9M 595.5K shares
Oregon Pacific Wealth Management, LLC RIA/Wealth	−$714.6K −17.1K shares	$315.4K 7.5K shares
R ROYAL BANK OF CANADA Institution	−$509.2K −12.2K shares	$648.7K 15.5K shares
Stratos Wealth Advisors, LLC RIA/Wealth	−$425.1K −10.7K shares	Sold Off 0 shares
Western Wealth Management, LLC RIA/Wealth	−$376.6K −9.5K shares	Sold Off 0 shares
AssuredPartners Investment Advisors, LLC RIA/Wealth	−$366.7K −9.2K shares	Sold Off 0 shares
Atomi Financial Group, Inc. RIA/Wealth	−$328.9K −8.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DDWM in Q3 2025

New Positions: 12
New Value: $26.2M
Exited Positions: 8
Exited Value: $6.3M

New Positions

Institution	Position Value
Lido Advisors, LLC RIA/Wealth	$18.5M 442.6K shares
HOWARD BAILEY SECURITIES, LLC RIA/Wealth	$6.3M 150.7K shares
SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth	$644.7K 15.4K shares
Trilogy Capital Inc. RIA/Wealth	$368.2K 8.8K shares
T TWO SIGMA SECURITIES, LLC Institution	$220.4K 5.3K shares
R Root Financial Partners, LLC RIA/Wealth	$71.8K 1.7K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$46.8K 1.1K shares
BANK OF MONTREAL /CAN/ Institution	$42.1K 1.0K shares
Grey Fox Wealth Advisors, LLC RIA/Wealth	$19.2K 459.0 shares
C Covestor Ltd Institution	$10.5K 252.0 shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$4.5M 114.1K shares
Stratos Wealth Advisors, LLC RIA/Wealth	$425.1K 10.7K shares
Western Wealth Management, LLC RIA/Wealth	$376.6K 9.5K shares
AssuredPartners Investment Advisors, LLC RIA/Wealth	$366.7K 9.2K shares
Atomi Financial Group, Inc. RIA/Wealth	$328.9K 8.3K shares
Armis Advisers, LLC RIA/Wealth	$237.1K 6.0K shares
Milestone Group, Inc. RIA/Wealth	$15.4K 388.0 shares
Asset Dedication, LLC RIA/Wealth	$4.1K 104.0 shares

Options Activity

Institutions with the largest Call and Put options positions in DDWM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DDWM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
D Defined Financial Planning LLC RIA/Wealth	James Barber Twining CEO	5.88% $6.9M	164.9K shares	Q2 2025 Held for 5 months	$118.0M
T Tidemark, LLC RIA/Wealth	Jessica J Roeper CCO	4.56% $15.3M	366.7K shares	Q4 2023 Held for 1y 11m	$336.4M
PARK NATIONAL CORP /OH/ Institution	Matthew R. Miller CEO	4.29% $137.2M	3.3M shares	Q2 2025 Held for 5 months	$3.2B
Frazier Financial Advisors, LLC RIA/Wealth	Joshua James Frazier CEO	3.62% $5.9M	140.5K shares	Q4 2023 Held for 1y 11m	$162.4M
FFG RETIREMENT ADVISORS LLC RIA/Wealth	Sean Terrance O'Reilly Partner	2.71% $4.2M	100.2K shares	Q4 2022 Held for 2y 11m	$154.8M
SK Wealth Management, LLC RIA/Wealth	Jason Eric Archambault CEO	2.63% $6.9M	165.1K shares	Q2 2025 Held for 5 months	$262.2M
HOWARD BAILEY SECURITIES, LLC RIA/Wealth	Casey Bailey Weade CEO	2.63% $6.3M	150.7K shares	Q3 2025 Held for 2 months	$239.8M
Impact Capital Partners LLC RIA/Wealth	Christian Albrecht Wulf Von Schimmelmann Managing Partner	2.49% $8.3M	198.0K shares	Q4 2024 Held for 11 months	$332.3M
Capital Asset Advisory Services LLC RIA/Wealth	Jeffrey John Casey Managing Partner	2.01% $46.5M	1.1M shares	Q3 2025 Held for 2 months	$2.3B
Burns Matteson Capital Management, LLC RIA/Wealth	William Barnum Burns President	1.93% $4.6M	109.8K shares	Q2 2025 Held for 5 months	$238.2M