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WisdomTree Bloomberg US Dollar Bullish Fund

27 hedge funds and large institutions have $15.9M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less funds holding

Funds holding: 3227 (-5)

20.22% less ownership

Funds ownership: 51.72%31.5% (-20%)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

63% less capital invested

Capital invested by funds: $43.4M → $15.9M (-$27.5M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
6
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$3.58M +$3.55M +131,193 New
Morgan Stanley
2
Morgan Stanley
New York
$2.51M -$2.91M -107,828 -54%
Jane Street
3
Jane Street
New York
$1.59M -$211K -7,823 -12%
AWS
4
AJ Wealth Strategies
New York
$1.34M -$986K -36,489 -43%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.1M +$572K +21,172 +110%
LB
6
Legacy Bridge
Iowa
$995K
HighTower Advisors
7
HighTower Advisors
Illinois
$935K +$24.2K +894 +3%
FTUS
8
Flow Traders U.S.
New York
$695K +$687K +25,429 New
First Trust Advisors
9
First Trust Advisors
Illinois
$666K -$154K -5,701 -19%
PAG
10
Pinnacle Advisory Group
Maryland
$632K
NC
11
NewSquare Capital
Pennsylvania
$548K +$17.6K +650 +3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$286K -$553K -20,446 -66%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$283K +$23.5K +870 +9%
JCM
14
Janney Capital Management
Pennsylvania
$205K -$22.6M -836,256 -99%
Bank of America
15
Bank of America
North Carolina
$153K -$1.14M -42,339 -88%
TC
16
Truvestments Capital
Florida
$101K +$99.6K +3,687 New
IFA
17
Interactive Financial Advisors
Illinois
$97K -$649 -24 -0.7%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$82K +$5K +185 +7%
UBS Group
19
UBS Group
Switzerland
$77K +$28.4K +1,051 +60%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$12K +$13K +480 New
Wells Fargo
21
Wells Fargo
California
$9K -$27 -1 -0.3%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$8K
JWA
23
JFS Wealth Advisors
Pennsylvania
$3K -$2.7K -100 -49%
AG
24
Advisor Group
Arizona
$3K
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$1K

USDU Hedge Fund Activity: Q1 2019 in Review

27 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2019, worth a combined $15.9M — down 63% from $43.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of USDU and 4 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $687K. The largest seller was Janney Capital Management, cutting an estimated $22.6M.

  • 27 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2019, down from 32 in Q4 2018.
  • Funds reported $15.9M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2019, down 63% quarter-over-quarter.
  • 4 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2019 and 8 closed out, a net change of -4 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2019 was Flow Traders U.S., an estimated $687K added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2019 was Janney Capital Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2019.