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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

57 hedge funds and large institutions have $248M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
16
Reduced
26
Closed
15
Calls
$373K
Puts
–
Net Calls
+$373K
Net Calls Change
+$373K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$11.3M
2
PA
PFG Advisors
Arizona
+$5.63M
3
Jane Street
Jane Street
New York
+$3.1M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.55M
5
VIA
Vident Investment Advisory
Georgia
+$2.42M

Top Sellers

1
AWM
Accurate Wealth Management
Florida
-$9.21M
2
MSCM
McElhenny Sheffield Capital Management
Texas
-$8.45M
3
Morgan Stanley
Morgan Stanley
New York
-$5.64M
4
HH
Hilltop Holdings
Texas
-$5.07M
5
GWSA
Global Wealth Strategies & Associates
Colorado
-$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$1.56M -$161K -6,169 -9%
LMKC
27
L.M. Kohn & Company
Ohio
$1.52M +$1.52M +58,139 New
DB
28
Dravo Bay
Delaware
$1.47M +$1.47M +56,323 New
Truist Financial
29
Truist Financial
North Carolina
$1.44M +$16.7K +639 +1%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.42M -$180K -6,989 -11%
NA
31
NewEdge Advisors
Louisiana
$1.39M +$78.1K +2,997 +6%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$765K +$765K +29,225 New
RCM
33
Raleigh Capital Management
North Carolina
$753K -$839K -32,184 -53%
AWM
34
Accurate Wealth Management
Florida
$530K -$9.21M -352,424 -95%
NL
35
NVWM LLC
Pennsylvania
$505K +$505K +19,385 New
ACP
36
Aveo Capital Partners
Colorado
$369K -$46K -1,766 -11%
W
37
WorthPointe
California
$367K -$474K -18,168 -56%
VWA
38
V Wealth Advisors
Kansas
$347K +$347K +13,299 New
CFA
39
Cahill Financial Advisors
Minnesota
$324K +$20.6K +789 +7%
DWM
40
Darwin Wealth Management
Florida
$300K -$3.13K -120 -1%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$56K -$202K -7,721 -78%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$51K -$13.7K -527 -21%
VWM
43
Venturi Wealth Management
Texas
$43.1K +$43.1K +1,655 New
IA
44
IFP Advisors
Florida
$26.3K -$748K -28,450 -97%
Simplex Trading
45
Simplex Trading
Illinois
$26K +$23.9K +918 +1,120%
CG
46
Cutler Group
California
$16K +$16K +623 New
PTC
47
Private Trust Company
Ohio
$15.6K +$15.6K +600 New
JIR
48
James Investment Research
Ohio
$12K -$12K -475 -50%
BWS
49
Buck Wealth Strategies
Colorado
$8.84K +$8.84K +339 New
ASN
50
Advisory Services Network
Georgia
$5.94K -$52 -2 -0.9%
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