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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

51 hedge funds and large institutions have $250M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
51
Holders Change
+11
Holders Change %
+27.5%
% of All Funds
0.86%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
23
Increased
14
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$55.2M
2
Stifel Financial
2
Stifel Financial
Missouri
$10.3M
3
HH
3
Hilltop Holdings
Texas
$6.05M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$18.1M
5
FIA
5
Foundations Investment Advisors
Arizona
$5.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
AssetMark Inc
2
AssetMark Inc
California
$25.2M
3
CF
3
Centaurus Financial
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.62M
5
BCM
5
Beaumont Capital Management
Massachusetts
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$1.37M +$735K +26,355 +116%
BCM
27
Brookstone Capital Management
Illinois
$1.15M +$1.15M +40,391 New
UBS Group
28
UBS Group
Switzerland
$1.07M +$1.02M +36,624 +2,063%
W
29
WorthPointe
California
$1.02M -$6.84K -245 -0.7%
Osaic Holdings
30
Osaic Holdings
Arizona
$939K +$13.3K +477 +1%
CL
31
Cabana LLC
Arkansas
$581K +$581K +20,830 New
ACP
32
Aveo Capital Partners
Colorado
$573K -$589K -21,111 -51%
Citadel Advisors
33
Citadel Advisors
Florida
$438K +$438K +15,687 New
First Trust Advisors
34
First Trust Advisors
Illinois
$402K +$19.6K +703 +5%
CI
35
CPR Investments
Michigan
$369K +$369K +13,207 New
KA
36
Kovack Advisors
Florida
$338K +$338K +12,120 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$332K -$669K -23,960 -67%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$252K +$252K +9,019 New
BCP
39
Blue Chip Partners
Michigan
$243K +$243K +8,715 New
AG
40
Ascent Group
Virginia
$208K -$183K -6,528 -47%
SWP
41
Stratos Wealth Partners
Ohio
$201K +$201K +7,211 New
IFA
42
Interactive Financial Advisors
Illinois
$174K +$17K +616 +11%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$113K +$69.4K +2,483 +159%
GM
44
GeoWealth Management
Illinois
$98K +$98K +3,546 New
CA
45
CoreCap Advisors
Michigan
$47K +$47K +1,696 New
IA
46
IFP Advisors
Florida
$35K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$33K +$33K +1,176 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$29K +$29K +1,061 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$7K +$7K +233 New
TFA
50
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
1
2
3