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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

58 hedge funds and large institutions have $268M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.94%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
22
Increased
19
Reduced
15
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$48.6M
2
OPCM
Osborne Partners Capital Management
California
$10.2M
3
VIA
Vident Investment Advisory
Georgia
$7.39M
4
UBS Group
UBS Group
Switzerland
$8.95M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$0
2
CWG
Cornerstone Wealth Group
North Carolina
$0
3
TC
TownSquare Capital
Utah
$0
4
WAM
Worth Asset Management
Texas
$3.7M
5
SAM
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$13.9K +$13.9K +532 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$10.4K +$10.4K +398 New
William Blair & Company
53
William Blair & Company
Illinois
$10.1K +$10.1K +389 New
ASN
54
Advisory Services Network
Georgia
$5.99K +$5.99K +230 New
Simplex Trading
55
Simplex Trading
Illinois
$2K +$2K +82 New
SCA
56
Stonebridge Capital Advisors
Minnesota
$1.46K +$1.46K +56 New
YAL
57
Your Advocates Ltd
Texas
$1.04K – – –
CT
58
Colonial Trust
South Carolina
$105 +$105 +4 New
3AM
59
3EDGE Asset Management
Florida
– -$63M -2,117,088 Closed
CWG
60
Cornerstone Wealth Group
North Carolina
– -$15.3M -513,945 Closed
TC
61
TownSquare Capital
Utah
– -$14.3M -480,178 Closed
SAM
62
Synergy Asset Management
Washington
– -$7.13M -239,496 Closed
LA
63
Latitude Advisors
Florida
– -$5.38M -180,482 Closed
HIC
64
Hartline Investment Corp
Illinois
– -$5.38M -180,482 Closed
QAM
65
Q3 Asset Management
Michigan
– -$3.09M -103,737 Closed
CF
66
Centaurus Financial
California
– -$2.48M -83,127 Closed
CWM
67
Centric Wealth Management
Illinois
– -$1.58M -53,064 Closed
BTWM
68
Baker Tilly Wealth Management
Wisconsin
– -$1.46M -49,053 Closed
HAS
69
HBW Advisory Services
California
– -$1.33M -44,522 Closed
BCM
70
Brookstone Capital Management
Illinois
– -$1.06M -35,294 Closed
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
– -$813K -27,301 Closed
KA
72
Kovack Advisors
Florida
– -$786K -26,386 Closed
ACM
73
AlphaStar Capital Management
North Carolina
– -$716K -24,057 Closed
SIS
74
Sound Income Strategies
Florida
– -$369K -12,407 Closed
FW
75
FirstPurpose Wealth
Utah
– -$365K -12,267 Closed
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