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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

62 hedge funds and large institutions have $350M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

39% more capital invested

Capital invested by funds: $251M → $350M (+$98.5M)

19% more funds holding

Funds holding: 52 → 62 (+10)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

4.6% less ownership

Funds ownership: 84.44% → 79.84% (-4.6%)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
1.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
22
Increased
18
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$60.8M
2
CWG
Cornerstone Wealth Group
North Carolina
+$14.8M
3
TC
TownSquare Capital
Utah
+$13.8M
4
Morgan Stanley
Morgan Stanley
New York
+$10.7M
5
Stifel Financial
Stifel Financial
Missouri
+$9.02M

Top Sellers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
-$55.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$8.93M
3
NL
NVWM LLC
Pennsylvania
-$5.97M
4
FIA
Foundations Investment Advisors
Arizona
-$5.48M
5
CAN
Cetera Advisor Networks
California
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$2.48M +$2.39M +83,127 New
UBS Group
27
UBS Group
Switzerland
$2.16M +$978K +34,072 +89%
RCM
28
Raleigh Capital Management
North Carolina
$2.06M +$169K +5,904 +9%
NC
29
NewSquare Capital
Pennsylvania
$1.98M -$47.7K -1,660 -2%
AAS
30
Ameritas Advisory Services
Nebraska
$1.72M +$249K +8,677 +18%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.69M +$658K +22,916 +68%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.6M +$1.42M +49,605 +1,228%
CWM
33
Centric Wealth Management
Illinois
$1.58M -$6.89K -240 -0.5%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.58M +$1.26M +44,002 +488%
NA
35
NewEdge Advisors
Louisiana
$1.54M -$282K -9,839 -16%
BTWM
36
Baker Tilly Wealth Management
Wisconsin
$1.46M +$1.41M +49,053 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.43M +$1.38M +48,112 New
IFG
38
Independent Financial Group
California
$1.34M -$504K -17,568 -28%
HAS
39
HBW Advisory Services
California
$1.33M -$174K -6,065 -12%
W
40
WorthPointe
California
$1.09M -$431 -15 -0%
BCM
41
Brookstone Capital Management
Illinois
$1.06M -$146K -5,097 -13%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$813K +$784K +27,301 New
KA
43
Kovack Advisors
Florida
$786K +$410K +14,266 +118%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$780K +$752K +26,214 New
ACM
45
AlphaStar Capital Management
North Carolina
$716K +$691K +24,057 New
ACP
46
Aveo Capital Partners
Colorado
$544K -$64.3K -2,240 -11%
SIS
47
Sound Income Strategies
Florida
$369K +$356K +12,407 New
FW
48
FirstPurpose Wealth
Utah
$365K +$352K +12,267 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$354K – – –
MG
50
Mather Group
Illinois
$331K +$319K +11,100 New
1
2
3

USDU Hedge Fund Activity: Q3 2022 in Review

62 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2022, worth a combined $350M — up 39% from $251M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new USDU positions and 12 closed out — a net gain of 10 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $60.8M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $55.2M sold.

  • 62 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2022, up from 52 in Q2 2022.
  • Funds reported $350M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2022, up 39% quarter-over-quarter.
  • 22 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2022 and 12 closed out, a net change of +10 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2022 was 3EDGE Asset Management, an estimated $60.8M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2022 was Exchange Traded Concepts, an estimated $55.2M sold.

Based on aggregated 13F filings for Q3 2022.