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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

44 hedge funds and large institutions have $104M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 23 closing their positions.

Holders
44
Holders Change
-13
Holders Change %
-22.81%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
10
Increased
12
Reduced
19
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPFA
1
Summit Place Financial Advisors
New Jersey
$5.29M
2
TC
2
TownSquare Capital
Utah
$917K
3
PA
3
PFG Advisors
Arizona
$6.6M
4
TC
4
TAP Consulting
Missouri
$806K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$2.2M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$0
2
AssetMark Inc
2
AssetMark Inc
California
$35.2K
3
MSCM
3
McElhenny Sheffield Capital Management
Texas
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$691K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$285K
Name Market Value Shares Shares
Change 		Shares
Change %
NL
26
NVWM LLC
Pennsylvania
$403K 15,212 -4,173 -22%
AFG
27
Atomi Financial Group
New York
$372K 14,042 +14,042 New
VC
28
Veery Capital
Delaware
$285K 10,765 +10,765 New
Osaic Holdings
29
Osaic Holdings
Arizona
$285K 10,744 -286,502 -96%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$75K 2,823 +863 +44%
VWM
31
Venturi Wealth Management
Texas
$43.9K 1,655 – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$39K 1,444 -696 -33%
AssetMark Inc
33
AssetMark Inc
California
$35.2K 1,327 -782,964 -100%
IPW
34
Impact Partnership Wealth
Georgia
$13.2K 499 +499 New
PTC
35
Private Trust Company
Ohio
$10.6K 400 -200 -33%
BWS
36
Buck Wealth Strategies
Colorado
$8.27K 312 -27 -8%
GWSA
37
Global Wealth Strategies & Associates
Colorado
$5.09K 192 – –
FFA
38
Farther Finance Advisors
California
$3.32K 125 +125 New
CG
39
Cutler Group
California
$3K 143 -480 -77%
OP
40
ORG Partners
Indiana
$2.56K 112 +112 New
William Blair & Company
41
William Blair & Company
Illinois
$2.25K 85 – –
JFGIW
42
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.12K 80 +80 New
YAL
43
Your Advocates Ltd
Texas
$1.59K 60 +20 +50%
TRCT
44
Tower Research Capital (TRC)
New York
$1.22K 46 +43 +1,433%
SEI Investments
45
SEI Investments
Pennsylvania
– – -2,301,357 Closed
MSCM
46
McElhenny Sheffield Capital Management
Texas
– – -315,500 Closed
PFA
47
Peak Financial Advisors
Colorado
– – -216,017 Closed
LPL Financial
48
LPL Financial
California
– – -162,085 Closed
BCM
49
Beaumont Capital Management
Massachusetts
– – -97,133 Closed
ACA
50
Aptus Capital Advisors
Alabama
– – -90,499 Closed
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