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WisdomTree Bloomberg US Dollar Bullish Fund

53 hedge funds and large institutions have $109M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

644% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $519K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

15% more funds holding

Funds holding: 4653 (+7)

5.54% more ownership

Funds ownership: 54.94%60.48% (+5.5%)

23% less capital invested

Capital invested by funds: $140M → $109M (-$31.8M)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
10
Reduced
18
Closed
13
Calls
$3.86M
Puts
$519K
Net Calls
+$3.34M
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
YAL
51
Your Advocates Ltd
Texas
$1.51K
NA
52
NewEdge Advisors
Louisiana
$81 -$1.57M -57,190 -100%
TRCT
53
Tower Research Capital (TRC)
New York
$50 +$55 +2 New
Stifel Financial
54
Stifel Financial
Missouri
-$14.4M -520,702 Closed
QAM
55
Q3 Asset Management
Michigan
-$1.69M -61,023 Closed
DI
56
DFPG Investments
Utah
-$1.59M -57,049 Closed
AWM
57
AE Wealth Management
Kansas
-$993K -35,944 Closed
CM
58
Columbus Macro
Pennsylvania
-$945K -34,211 Closed
Millennium Management
59
Millennium Management
New York
-$889K -32,187 Closed
NL
60
NVWM LLC
Pennsylvania
-$888K -32,154 Closed
HH
61
Hilltop Holdings
Texas
-$436K -15,772 Closed
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
-$429K -15,519 Closed
TSS
63
Two Sigma Securities
New York
-$259K -9,373 Closed
HAS
64
HBW Advisory Services
California
-$206K -7,454 Closed
BWS
65
Buck Wealth Strategies
Colorado
-$8.62K -312 Closed
IPW
66
Impact Partnership Wealth
Georgia
-$7.35K -266 Closed

USDU Hedge Fund Activity: Q4 2023 in Review

53 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2023, worth a combined $109M — down 23% from $140M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new USDU positions and 13 closed out — a net gain of 7 holders — while 10 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $20.1M. The largest seller was HighTower Advisors, cutting an estimated $20.7M.

  • 53 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $109M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2023, down 23% quarter-over-quarter.
  • 20 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2023 and 13 closed out, a net change of +7 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2023 was Jane Street, an estimated $20.1M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2023 was HighTower Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2023.