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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

34 hedge funds and large institutions have $193M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
11
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$64.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$10.5M
3
CWM
Confluence Wealth Management
Oregon
+$5.5M
4
LPL Financial
LPL Financial
California
+$1.27M
5
Morgan Stanley
Morgan Stanley
New York
+$1.13M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$28.7M
2
PAG
Pinnacle Advisory Group
Maryland
-$25.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.38M
4
MFS
MSI Financial Services
Massachusetts
-$1.01M
5
FSA
Financial Sense Advisors
California
-$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$64.6M +$64.6M +2,460,195 New
Bank of America
2
Bank of America
North Carolina
$43M -$28.7M -1,092,278 -40%
PAG
3
Pinnacle Advisory Group
Maryland
$34.4M -$25.7M -980,356 -43%
NA
4
Nottingham Advisors
New York
$10.8M – – –
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$10.5M +$10.5M +401,305 New
Morgan Stanley
6
Morgan Stanley
New York
$7.91M +$1.13M +43,217 +17%
CWM
7
Confluence Wealth Management
Oregon
$5.5M +$5.5M +209,573 New
Jane Street
8
Jane Street
New York
$2.43M +$528K +20,128 +28%
LPL Financial
9
LPL Financial
California
$2.28M +$1.27M +48,452 +127%
GC
10
Guggenheim Capital
Illinois
$2.12M -$168K -6,403 -7%
CB
11
Community Bank
New York
$2.06M +$280K +10,660 +16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.13M -$47.9K -1,824 -4%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.03M +$1.03M +39,453 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$902K +$658K +25,085 +270%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$723K +$651K +24,840 +910%
TFA
16
Transamerica Financial Advisors
Florida
$689K -$213K -8,094 -24%
CCMG
17
Clark Capital Management Group
Pennsylvania
$666K +$666K +25,377 New
First Trust Advisors
18
First Trust Advisors
Illinois
$538K +$148K +5,630 +38%
IFA
19
Interactive Financial Advisors
Illinois
$498K +$498K +18,981 New
CA
20
Cetera Advisors
Colorado
$338K +$44K +1,660 +15%
VKH
21
Virtu KCG Holdings
New York
$232K +$232K +8,829 New
UBS Group
22
UBS Group
Switzerland
$70K -$41.1K -1,557 -37%
AIG
23
American International Group
New York
$58K +$3.71K +142 +7%
ACM
24
Argentus Capital Management
Texas
$36K +$15.7K +595 +77%
MFS
25
MSI Financial Services
Massachusetts
$31K -$1.01M -37,972 -97%
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