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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

71 hedge funds and large institutions have $167M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+23
Holders Change %
+47.92%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
18
Reduced
12
Closed
10
Calls
$299K
Puts
–
Net Calls
+$299K
Net Calls Change
-$59K

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$46.5M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.79M
3
TC
TownSquare Capital
Utah
+$4.39M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.04M
5
LPL Financial
LPL Financial
California
+$3.82M

Top Sellers

1
FHA
Flagship Harbor Advisors
Massachusetts
-$42.9M
2
Jane Street
Jane Street
New York
-$16.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.06M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.95M
5
HH
Hilltop Holdings
Texas
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Beaumont Capital Management
Massachusetts
$1.22M +$1.22M +44,263 New
VA
27
Vident Advisory
Georgia
$1.13M +$1.13M +40,690 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$912K -$5.06M -183,106 -85%
WAM
29
Worth Asset Management
Texas
$905K +$905K +32,718 New
PWG
30
Portside Wealth Group
Utah
$853K +$853K +30,826 New
CFG
31
Certior Financial Group
Pennsylvania
$839K +$839K +30,333 New
Cerity Partners
32
Cerity Partners
New York
$700K +$700K +25,324 New
AWA
33
Arete Wealth Advisors
Illinois
$584K +$584K +21,062 New
Osaic Holdings
34
Osaic Holdings
Arizona
$424K +$140K +5,065 +49%
HAS
35
HBW Advisory Services
California
$410K +$410K +14,824 New
DFP
36
Defined Financial Planning
California
$400K +$400K +14,444 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$395K -$2.95M -106,480 -88%
PCG
38
Prosperity Consulting Group
Maryland
$375K +$375K +13,542 New
NWM
39
Napa Wealth Management
California
$366K -$567K -20,499 -61%
TPCW
40
TD Private Client Wealth
New York
$360K +$360K +13,002 New
MWM
41
Moulton Wealth Management
Washington
$324K -$381K -13,767 -54%
PA
42
PFG Advisors
Arizona
$301K +$19.9K +718 +7%
Citadel Advisors
43
Citadel Advisors
Florida
$275K +$211K +7,617 +328%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$251K +$251K +9,086 New
IFA
45
Interactive Financial Advisors
Illinois
$243K +$885 +32 +0.4%
NG
46
Norden Group
Utah
$213K +$213K +7,714 New
PCA
47
PMV Capital Advisers
Texas
$187K +$187K +6,773 New
Morgan Stanley
48
Morgan Stanley
New York
$181K +$45.6K +1,649 +34%
MTC
49
Matrix Trust Company
Colorado
$91K +$91K +3,287 New
CA
50
Continuum Advisory
Idaho
$58.3K +$58.3K +2,109 New
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