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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

26 hedge funds and large institutions have $313M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
9
Increased
11
Reduced
2
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Pinnacle Advisory Group
Maryland
$57.3M
2
Bank of America
Bank of America
North Carolina
$200M
3
NA
Nottingham Advisors
New York
$18.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.06M
5
Goldman Sachs
Goldman Sachs
New York
$2.5M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$0
2
SMA
Simply Money Advisors
Ohio
$0
3
LFG
LifePlan Financial Group
Ohio
$338K
4
LPL Financial
LPL Financial
California
$0
5
WS
Wedbush Securities
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$200M +$9.43M +336,213 +5%
PAG
2
Pinnacle Advisory Group
Maryland
$57.3M +$38.1M +1,356,777 +198%
NA
3
Nottingham Advisors
New York
$18.6M +$5.97M +212,846 +47%
Morgan Stanley
4
Morgan Stanley
New York
$9.56M +$267K +9,506 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.45M +$389K +13,869 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.06M +$3.06M +109,083 New
Goldman Sachs
7
Goldman Sachs
New York
$2.5M +$2.5M +89,051 New
Jane Street
8
Jane Street
New York
$2.5M +$1.72M +61,168 +220%
CB
9
Community Bank
New York
$2.34M +$313K +11,150 +15%
CWM
10
Confluence Wealth Management
Oregon
$2.33M +$3.09K +110 +0.1%
GC
11
Guggenheim Capital
Illinois
$2.07M +$2.07M +73,882 New
UBS Group
12
UBS Group
Switzerland
$1.37M +$1.28M +45,671 +1,433%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.18M +$1.18M +41,938 New
TFA
14
Transamerica Financial Advisors
Florida
$935K +$616K +21,931 +193%
CCMG
15
Clark Capital Management Group
Pennsylvania
$785K +$785K +27,970 New
LPT
16
Legacy Private Trust
Wisconsin
$778K +$778K +27,710 New
First Trust Advisors
17
First Trust Advisors
Illinois
$417K +$417K +14,856 New
LFG
18
LifePlan Financial Group
Ohio
$338K -$5.26M -187,449 -94%
AIG
19
American International Group
New York
$106K +$106K +3,794 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$37K +$18.6K +663 +101%
Wells Fargo
21
Wells Fargo
California
$10K – – –
AssetMark Inc
22
AssetMark Inc
California
$8K -$18.3K -664 -70%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$8K – – –
BCI
24
Brinker Capital Investments
Pennsylvania
$5K – – –
SMA
25
Simply Money Advisors
Ohio
– -$38.4M -1,343,957 Closed
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