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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

61 hedge funds and large institutions have $170M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+12
Holders Change %
+24.49%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
23
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$43.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M
3
QAM
Q3 Asset Management
Michigan
$5.72M
4
HighTower Advisors
HighTower Advisors
Illinois
$5.86M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.14M

Top Sellers

1
Jane Street
Jane Street
New York
$8.52M
2
VA
Vident Advisory
Georgia
$788K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$447K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
CFIM
Client First Investment Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
26
Csenge Advisory Group
Florida
$949K +$949K +35,030 New
VC
27
Veery Capital
Delaware
$863K +$1.03K +38 +0.1%
VA
28
Vident Advisory
Georgia
$788K -$3.52M -130,062 -82%
WAM
29
Worth Asset Management
Texas
$638K +$638K +23,543 New
LMKC
30
L.M. Kohn & Company
Ohio
$620K +$620K +22,869 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$447K -$2.12M -78,009 -83%
GM
32
GeoWealth Management
Illinois
$425K +$425K +15,681 New
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$396K +$396K +14,629 New
TI
34
TrueMark Investments
Illinois
$392K +$392K +14,467 New
LPL Financial
35
LPL Financial
California
$385K -$636K -23,480 -62%
AG
36
Ascent Group
Virginia
$379K +$379K +14,008 New
HIM
37
Hanlon Investment Management
New Jersey
$351K +$351K +12,972 New
SWP
38
Stratos Wealth Partners
Ohio
$307K +$307K +11,326 New
IFA
39
Interactive Financial Advisors
Illinois
$250K -$8.8K -325 -3%
AI
40
Atria Investments
North Carolina
$243K +$243K +8,962 New
FTUS
41
Flow Traders U.S.
New York
$212K +$212K +7,813 New
HAS
42
HBW Advisory Services
California
$182K +$182K +6,732 New
LFG
43
Larson Financial Group
Missouri
$125K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$83K +$20K +733 +32%
UBS Group
45
UBS Group
Switzerland
$44.1K +$19.6K +724 +80%
PS
46
Principal Securities
Iowa
$25.1K +$25.1K +925 New
GRP
47
Global Retirement Partners
California
$12.5K +$4.42K +163 +54%
IA
48
IFP Advisors
Florida
$11.4K +$8.37K +309 +281%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$10.5K -$3.52K -130 -25%
PCM
50
Penserra Capital Management
California
$8K +$8K +294 New
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