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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

27 hedge funds and large institutions have $429M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+13
Holders Change %
+92.86%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
7
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$194M
2
PAG
Pinnacle Advisory Group
Maryland
$19.6M
3
Morgan Stanley
Morgan Stanley
New York
$9.47M
4
LFG
LifePlan Financial Group
Ohio
$5.7M
5
NA
Nottingham Advisors
New York
$12.8M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$136M
2
AssetMark Inc
AssetMark Inc
California
$27K
3
UBS Group
UBS Group
Switzerland
$91K
4
SMA
Simply Money Advisors
Ohio
$38.4M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$19K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$194M +$104M +3,655,591 +117%
BFA
2
Beaumont Financial Advisors
Massachusetts
$136M -$142M -1,262,911 -51%
SMA
3
Simply Money Advisors
Ohio
$38.4M -$241K -8,423 -0.6%
PAG
4
Pinnacle Advisory Group
Maryland
$19.6M +$19.6M +685,111 New
NA
5
Nottingham Advisors
New York
$12.8M +$2.38M +83,186 +23%
Morgan Stanley
6
Morgan Stanley
New York
$9.47M +$6.84M +239,484 +261%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.17M +$392K +13,728 +7%
LFG
8
LifePlan Financial Group
Ohio
$5.7M +$5.7M +199,500 New
CWM
9
Confluence Wealth Management
Oregon
$2.37M +$2.37M +82,790 New
CB
10
Community Bank
New York
$2.07M +$4.28K +150 +0.2%
LPL Financial
11
LPL Financial
California
$850K +$850K +29,790 New
Jane Street
12
Jane Street
New York
$795K +$795K +27,831 New
WS
13
Wedbush Securities
California
$372K +$147K +5,150 +65%
TFA
14
Transamerica Financial Advisors
Florida
$326K +$326K +11,384 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$290K +$290K +10,166 New
CA
16
Cetera Advisors
Colorado
$277K +$277K +9,635 New
NFG
17
Next Financial Group
Texas
$149K +$149K +5,225 New
UBS Group
18
UBS Group
Switzerland
$91K -$861K -30,171 -90%
AssetMark Inc
19
AssetMark Inc
California
$27K -$41.3M -1,460,689 -100%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$19K -$90.4K -3,129 -83%
AIM
21
Advantage Investment Management
Iowa
$14K +$14K +475 New
Wells Fargo
22
Wells Fargo
California
$10K +$10K +346 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$8K +$8K +276 New
BCI
24
Brinker Capital Investments
Pennsylvania
$5K +$239 +9 +5%
FA
25
Financial Advantage
Maryland
$4K +$4K +135 New
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