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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

39 hedge funds and large institutions have $139M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$4.29M
2
PAG
Pinnacle Advisory Group
Maryland
+$3.18M
3
AWS
AJ Wealth Strategies
New York
+$901K
4
HighTower Advisors
HighTower Advisors
Illinois
+$764K
5
Morgan Stanley
Morgan Stanley
New York
+$479K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.96M
2
SFA
Sequoia Financial Advisors
Ohio
-$5.79M
3
AssetMark Inc
AssetMark Inc
California
-$2.5M
4
AG
Advisor Group
Arizona
-$537K
5
CA
Cetera Advisors
Colorado
-$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
1
Pinnacle Advisory Group
Maryland
$47.8M +$3.18M +117,260 +7%
Wells Fargo
2
Wells Fargo
California
$15.1M +$442K +16,281 +3%
NA
3
Nottingham Advisors
New York
$12M +$275K +10,135 +2%
AIM
4
Astor Investment Management
Illinois
$11.8M +$248K +9,144 +2%
GFPC
5
Global Financial Private Capital
Florida
$10.1M +$10.1M +370,584 New
Morgan Stanley
6
Morgan Stanley
New York
$9.25M +$479K +17,655 +5%
Bank of America
7
Bank of America
North Carolina
$8.82M -$6.96M -256,807 -44%
AWS
8
AJ Wealth Strategies
New York
$5.9M +$901K +33,226 +18%
CCMG
9
Clark Capital Management Group
Pennsylvania
$4.29M +$4.29M +158,126 New
CB
10
Community Bank
New York
$2.54M +$2.58K +95 +0.1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.14M +$103K +3,781 +5%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.83M +$764K +28,145 +72%
AWM
13
AE Wealth Management
Kansas
$1.46M +$308K +11,369 +27%
SS
14
Simplicity Solutions
Minnesota
$1.35M +$222K +8,189 +20%
Jane Street
15
Jane Street
New York
$660K +$337K +12,423 +104%
First Trust Advisors
16
First Trust Advisors
Illinois
$616K +$1.47K +54 +0.2%
TFA
17
Transamerica Financial Advisors
Florida
$601K +$42.9K +1,580 +8%
UBS Group
18
UBS Group
Switzerland
$588K -$513K -18,925 -47%
LPL Financial
19
LPL Financial
California
$427K -$63.9K -2,352 -13%
NC
20
NewSquare Capital
Pennsylvania
$427K +$7.45K +275 +2%
IFA
21
Interactive Financial Advisors
Illinois
$399K -$45.9K -1,695 -10%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$368K +$110K +4,069 +43%
Stifel Financial
23
Stifel Financial
Missouri
$284K +$284K +10,646 New
ASN
24
Advisory Services Network
Georgia
$139K +$139K +5,115 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$134K +$81.3K +2,987 +154%
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