USDU icon

WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

35 hedge funds and large institutions have $102M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.89M
2
CHA
Cedar Hill Associates
Illinois
+$2.42M
3
PAG
Pinnacle Advisory Group
Maryland
+$857K
4
GFPC
Global Financial Private Capital
Florida
+$758K
5
Wells Fargo
Wells Fargo
California
+$621K

Top Sellers

1
NA
Nottingham Advisors
New York
-$3.83M
2
Morgan Stanley
Morgan Stanley
New York
-$3.25M
3
Jane Street
Jane Street
New York
-$2.82M
4
Bank of America
Bank of America
North Carolina
-$2.77M
5
SS
Simplicity Solutions
Minnesota
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
1
Pinnacle Advisory Group
Maryland
$23.2M +$857K +33,169 +4%
Wells Fargo
2
Wells Fargo
California
$15.3M +$621K +24,024 +4%
AIM
3
Astor Investment Management
Illinois
$11.6M +$66.7K +2,582 +0.6%
GFPC
4
Global Financial Private Capital
Florida
$10.6M +$758K +29,340 +8%
NA
5
Nottingham Advisors
New York
$7.67M -$3.83M -148,361 -33%
Morgan Stanley
6
Morgan Stanley
New York
$7.06M -$3.25M -125,642 -31%
Bank of America
7
Bank of America
North Carolina
$5.17M -$2.77M -107,207 -35%
UBS Group
8
UBS Group
Switzerland
$3.06M +$2.89M +111,793 +1,660%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.67M +$193K +7,474 +8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.48M -$573K -22,172 -19%
CHA
11
Cedar Hill Associates
Illinois
$2.42M +$2.42M +93,833 New
AWS
12
AJ Wealth Strategies
New York
$2.27M +$365K +14,141 +19%
CB
13
Community Bank
New York
$2.12M -$294K -11,387 -12%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.73M -$6.46K -250 -0.4%
AWM
15
AE Wealth Management
Kansas
$1.51M -$40.5K -1,566 -3%
First Trust Advisors
16
First Trust Advisors
Illinois
$667K +$24.4K +945 +4%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$447K +$30.3K +1,174 +7%
AWM
18
Altavista Wealth Management
North Carolina
$424K +$31K +1,200 +8%
IFA
19
Interactive Financial Advisors
Illinois
$380K +$7.57K +293 +2%
TFA
20
Transamerica Financial Advisors
Florida
$302K -$10.6K -410 -3%
VF
21
Virtu Financial
New York
$242K +$242K +9,357 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$177K +$75.5K +2,916 +74%
ASN
23
Advisory Services Network
Georgia
$140K +$12.1K +470 +9%
ACM
24
Aviance Capital Management
Florida
$77K -$2.75K -106 -3%
Citigroup
25
Citigroup
New York
$71K – – –
1
2