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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

35 hedge funds and large institutions have $183M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
11
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$25.7M
2
Wells Fargo
Wells Fargo
California
+$14.5M
3
AIM
Astor Investment Management
Illinois
+$11.8M
4
PAG
Pinnacle Advisory Group
Maryland
+$8.73M
5
ACM
Aviance Capital Management
Florida
+$8.47M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$67.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$10.5M
3
CWM
Confluence Wealth Management
Oregon
-$5.5M
4
Jane Street
Jane Street
New York
-$2.43M
5
LPL Financial
LPL Financial
California
-$974K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$68.8M +$25.7M +977,513 +60%
PAG
2
Pinnacle Advisory Group
Maryland
$43.2M +$8.73M +332,308 +25%
Wells Fargo
3
Wells Fargo
California
$14.5M +$14.5M +550,842 +159,203%
AIM
4
Astor Investment Management
Illinois
$11.8M +$11.8M +447,750 New
Morgan Stanley
5
Morgan Stanley
New York
$11.4M +$3.5M +133,030 +44%
NA
6
Nottingham Advisors
New York
$10.9M +$560K +21,311 +5%
ACM
7
Aviance Capital Management
Florida
$8.47M +$8.47M +322,458 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.78M +$1.65M +62,944 +147%
CB
9
Community Bank
New York
$2.06M -$3.94K -150 -0.2%
GC
10
Guggenheim Capital
Illinois
$1.52M -$599K -22,799 -28%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.49M +$1.49M +56,857 New
LPL Financial
12
LPL Financial
California
$1.3M -$974K -37,036 -43%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.07M +$31.6K +1,198 +3%
TFA
14
Transamerica Financial Advisors
Florida
$591K -$98.7K -3,756 -14%
UBS Group
15
UBS Group
Switzerland
$569K +$499K +18,984 +715%
First Trust Advisors
16
First Trust Advisors
Illinois
$531K -$7.7K -293 -1%
IFA
17
Interactive Financial Advisors
Illinois
$486K -$13.3K -506 -3%
CA
18
Cetera Advisors
Colorado
$470K +$134K +5,064 +40%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$188K -$537K -20,418 -74%
ASN
20
Advisory Services Network
Georgia
$157K +$157K +5,956 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$151K +$151K +5,742 New
ACM
22
Argentus Capital Management
Texas
$66K +$30.1K +1,141 +84%
AG
23
Advisor Group
Arizona
$33K +$33K +1,289 New
NR
24
Newfound Research
Massachusetts
$20K -$8.1K -303 -29%
MFS
25
MSI Financial Services
Massachusetts
$15K -$16K -600 -52%
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