We are live on ! Find out more
USDU icon

WisdomTree Bloomberg US Dollar Bullish Fund

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

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

93% more funds holding

Funds holding: 1427 (+13)

73% more capital invested

Capital invested by funds: $249M → $429M (+$181M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

21.18% more ownership

Funds ownership: 75.38%96.56% (+21%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$194M +$102M +3,655,591 +117%
BFA
2
Beaumont Financial Advisors
Massachusetts
$136M -$35.3M -1,262,911 -51%
SMA
3
Simply Money Advisors
Ohio
$38.4M -$235K -8,423 -0.6%
PAG
4
Pinnacle Advisory Group
Maryland
$19.6M +$19.1M +685,111 New
NA
5
Nottingham Advisors
New York
$12.8M +$2.32M +83,186 +23%
Morgan Stanley
6
Morgan Stanley
New York
$9.47M +$6.69M +239,484 +261%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.17M +$384K +13,728 +7%
LFG
8
LifePlan Financial Group
Ohio
$5.7M +$5.57M +199,500 New
CWM
9
Confluence Wealth Management
Oregon
$2.37M +$2.31M +82,790 New
CB
10
Community Bank
New York
$2.07M +$4.19K +150 +0.2%
LPL Financial
11
LPL Financial
California
$850K +$832K +29,790 New
Jane Street
12
Jane Street
New York
$795K +$777K +27,831 New
WS
13
Wedbush Securities
California
$372K +$144K +5,150 +65%
TFA
14
Transamerica Financial Advisors
Florida
$326K +$318K +11,384 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$290K +$284K +10,166 New
CA
16
Cetera Advisors
Colorado
$277K +$269K +9,635 New
NFG
17
Next Financial Group
Texas
$149K +$146K +5,225 New
UBS Group
18
UBS Group
Switzerland
$91K -$843K -30,171 -90%
AssetMark Inc
19
AssetMark Inc
California
$27K -$40.8M -1,460,689 -100%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$19K -$87.4K -3,129 -83%
AIM
21
Advantage Investment Management
Iowa
$14K +$13.3K +475 New
Wells Fargo
22
Wells Fargo
California
$10K +$9.67K +346 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$8K +$7.71K +276 New
BCI
24
Brinker Capital Investments
Pennsylvania
$5K +$251 +9 +5%
FA
25
Financial Advantage
Maryland
$4K +$3.77K +135 New