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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

58 hedge funds and large institutions have $268M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.94%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
22
Increased
19
Reduced
15
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$48.6M
2
OPCM
Osborne Partners Capital Management
California
$10.2M
3
VIA
Vident Investment Advisory
Georgia
$7.39M
4
UBS Group
UBS Group
Switzerland
$8.95M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$0
2
CWG
Cornerstone Wealth Group
North Carolina
$0
3
TC
TownSquare Capital
Utah
$0
4
WAM
Worth Asset Management
Texas
$3.7M
5
SAM
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Beaumont Capital Management
Massachusetts
$2.57M +$77.4K +2,972 +3%
AAS
27
Ameritas Advisory Services
Nebraska
$1.72M +$221K +8,498 +15%
NC
28
NewSquare Capital
Pennsylvania
$1.72M -$9.51K -365 -0.5%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.6M -$7.1M -276,030 -82%
RCM
30
Raleigh Capital Management
North Carolina
$1.59M -$213K -8,168 -12%
Truist Financial
31
Truist Financial
North Carolina
$1.42M +$1.42M +54,678 New
NA
32
NewEdge Advisors
Louisiana
$1.31M -$30.5K -1,171 -2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$979K +$669K +25,685 +216%
W
34
WorthPointe
California
$840K -$110K -4,240 -12%
IA
35
IFP Advisors
Florida
$801K +$466K +17,123 +139%
AWM
36
AE Wealth Management
Kansas
$629K +$629K +24,127 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$572K -$110K -4,226 -16%
ACP
38
Aveo Capital Partners
Colorado
$415K -$61.4K -2,357 -13%
FTUS
39
Flow Traders U.S.
New York
$385K +$385K +14,789 New
TI
40
Tidal Investments
Wisconsin
$328K +$328K +12,605 New
CFA
41
Cahill Financial Advisors
Minnesota
$303K +$303K +11,649 New
DWM
42
Darwin Wealth Management
Florida
$298K +$298K +11,646 New
Renaissance Technologies
43
Renaissance Technologies
New York
$289K +$289K +11,075 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$257K -$1.14M -43,785 -82%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$216K +$216K +8,285 New
IFA
46
Interactive Financial Advisors
Illinois
$182K +$12.8K +492 +8%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$65K +$1.05K +40 +2%
BAAM
48
Baker Avenue Asset Management
California
$36.7K +$36.7K +1,407 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$27K – – –
JIR
50
James Investment Research
Ohio
$25K +$25K +950 New
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