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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

46 hedge funds and large institutions have $140M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 11 closing their positions.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
16
Reduced
12
Closed
11
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$22.2M
2
Stifel Financial
2
Stifel Financial
Missouri
$14.4M
3
Jane Street
3
Jane Street
New York
$10.8M
4
LPL Financial
4
LPL Financial
California
$3.57M
5
QAM
5
Q3 Asset Management
Michigan
$1.69M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$624K
2
Bank of America
2
Bank of America
North Carolina
$5.02M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.62M
4
AAS
4
Ameritas Advisory Services
Nebraska
$224K
5
UBS Group
5
UBS Group
Switzerland
$18.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$462K 17,115 +17,115 New
AFG
27
Atomi Financial Group
New York
$461K 16,708 +2,666 +19%
HH
28
Hilltop Holdings
Texas
$436K 15,772 +15,772 New
VC
29
Veery Capital
Delaware
$432K 15,623 +4,858 +45%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$429K 15,519 +15,519 New
Osaic Holdings
31
Osaic Holdings
Arizona
$389K 14,092 +3,348 +31%
TSS
32
Two Sigma Securities
New York
$259K 9,373 +9,373 New
AAS
33
Ameritas Advisory Services
Nebraska
$224K 8,017 -63,063 -89%
HAS
34
HBW Advisory Services
California
$206K 7,454 +7,454 New
VWM
35
Venturi Wealth Management
Texas
$45.7K 1,655 – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$45K 1,613 -1,210 -43%
AssetMark Inc
37
AssetMark Inc
California
$33.1K 1,197 -130 -10%
UBS Group
38
UBS Group
Switzerland
$18.8K 679 -54,414 -99%
Comerica Bank
39
Comerica Bank
Texas
$18.1K 657 +657 New
BWS
40
Buck Wealth Strategies
Colorado
$8.62K 312 – –
IPW
41
Impact Partnership Wealth
Georgia
$7.35K 266 -233 -47%
GWSA
42
Global Wealth Strategies & Associates
Colorado
$4.47K 162 -30 -16%
FFA
43
Farther Finance Advisors
California
$3.45K 125 – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3K 98 -1,346 -93%
William Blair & Company
45
William Blair & Company
Illinois
$2.35K 85 – –
YAL
46
Your Advocates Ltd
Texas
$1.66K 60 – –
VIA
47
Vident Investment Advisory
Georgia
– – -242,929 Closed
Truist Financial
48
Truist Financial
North Carolina
– – -55,786 Closed
TC
49
TownSquare Capital
Utah
– – -34,588 Closed
BWM
50
Brown Wealth Management
Illinois
– – -32,827 Closed
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