WisdomTree Bloomberg US Dollar Bullish Fund
USDU
32 hedge funds and large institutions have $43.4M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.38% less ownership
Funds ownership: 52.11% → 51.72% (-0.38%)
3% less funds holding
Funds holding: 33 → 32 (-1)
10% less capital invested
Capital invested by funds: $48.1M → $43.4M (-$4.74M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.15M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$1.74M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$525K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$259K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.46M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$2.12M |
| 3 |
DY
Dowling & Yahnke
San Diego,
California
|
-$404K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$325K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$324K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
26
Transamerica Financial Advisors
St. Petersburg,
Florida
| $4K | -$654 | -24 | -15% |
|
|
NR
27
Newfound Research
Wellesley Hills,
Massachusetts
| $4K | +$27 | +1 | +0.7% |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
|
BCMIO
29
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $1K | – | – | – |
|
|
PCG
30
Private Capital Group
West Hartford,
Connecticut
| $1K | – | – | – |
|
31
Fidelity Investments
Boston,
Massachusetts
| $1K | +$818 | +30 | New |
|
|
BCM
32
Brookstone Capital Management
Wheaton,
Illinois
| – | -$8.46M | -315,974 | Closed |
|
|
DY
33
Dowling & Yahnke
San Diego,
California
| – | -$404K | -15,100 | Closed |
|
|
FTUS
34
Flow Traders U.S.
New York
| – | -$325K | -12,126 | Closed |
|
35
Citigroup
New York
| – | -$74K | -2,750 | Closed |
|
|
AA
36
Ancora Advisors
Cleveland,
Ohio
| – | -$22K | -821 | Closed |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -38 | Closed |
|
USDU Hedge Fund Activity: Q4 2018 in Review
32 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2018, worth a combined $43.4M — down 9.8% from $48.1M a quarter earlier.
Fund positioning in USDU was balanced in Q4 2018: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.15M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $8.46M sold.
- 32 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2018, down from 33 in Q3 2018.
- Funds reported $43.4M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2018, down 9.8% quarter-over-quarter.
- 6 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2018 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2018 was Morgan Stanley, an estimated $3.15M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2018 was Brookstone Capital Management, an estimated $8.46M sold.
Based on aggregated 13F filings for Q4 2018.