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WisdomTree Bloomberg US Dollar Bullish Fund

62 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 23 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

50% more capital invested

Capital invested by funds: $113M → $170M (+$56.6M)

27% more funds holding

Funds holding: 4962 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.3% less ownership

Funds ownership: 68.65%65.35% (-3.3%)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
23
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$949K +$933K +35,030 New
VC
27
Veery Capital
Delaware
$863K +$1.01K +38 +0.1%
VA
28
Vident Advisory
Georgia
$788K -$3.46M -130,062 -82%
WAM
29
Worth Asset Management
Texas
$638K +$627K +23,543 New
LMKC
30
L.M. Kohn & Company
Ohio
$620K +$609K +22,869 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$447K -$2.08M -78,009 -83%
GM
32
GeoWealth Management
Illinois
$425K +$417K +15,681 New
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$396K +$389K +14,629 New
TI
34
TrueMark Investments
Illinois
$392K +$385K +14,467 New
LPL Financial
35
LPL Financial
California
$385K -$625K -23,480 -62%
AG
36
Ascent Group
Virginia
$379K +$373K +14,008 New
HIM
37
Hanlon Investment Management
New Jersey
$351K +$345K +12,972 New
SWP
38
Stratos Wealth Partners
Ohio
$307K +$302K +11,326 New
IFA
39
Interactive Financial Advisors
Illinois
$250K -$8.65K -325 -3%
AI
40
Atria Investments
North Carolina
$243K +$239K +8,962 New
FHA
41
Flagship Harbor Advisors
Massachusetts
$230K +$226K +8,479 New
FTUS
42
Flow Traders U.S.
New York
$212K +$208K +7,813 New
HAS
43
HBW Advisory Services
California
$182K +$179K +6,732 New
LFG
44
Larson Financial Group
Missouri
$125K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$83K +$19.5K +733 +32%
UBS Group
46
UBS Group
Switzerland
$44.1K +$19.3K +724 +80%
PS
47
Principal Securities
Iowa
$25.1K +$24.6K +925 New
GRP
48
Global Retirement Partners
California
$12.5K +$4.34K +163 +54%
IA
49
IFP Advisors
Florida
$11.3K +$8.23K +309 +281%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$10.5K -$3.46K -130 -25%

USDU Hedge Fund Activity: Q2 2024 in Review

62 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2024, worth a combined $170M — up 50% from $113M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new USDU positions and 8 closed out — a net gain of 15 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $37.9M. The largest seller was Jane Street, cutting an estimated $7.62M.

  • 62 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $170M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2024, up 50% quarter-over-quarter.
  • 23 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2024 and 8 closed out, a net change of +15 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2024 was AssetMark Inc, an estimated $37.9M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2024 was Jane Street, an estimated $7.62M sold.

Based on aggregated 13F filings for Q2 2024.