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WisdomTree Bloomberg US Dollar Bullish Fund

24 hedge funds and large institutions have $15.4M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

4.92% more ownership

Funds ownership: 31.5%36.42% (+4.9%)

3% less capital invested

Capital invested by funds: $15.9M → $15.4M (-$530K)

11% less funds holding

Funds holding: 2724 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$3.33M -$246K -8,966 -7%
Morgan Stanley
2
Morgan Stanley
New York
$2.4M -$109K -3,956 -4%
Jane Street
3
Jane Street
New York
$2.25M +$664K +24,199 +41%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.46M +$359K +13,089 +32%
AWS
5
AJ Wealth Strategies
New York
$1.14M -$199K -7,237 -15%
Bank of America
6
Bank of America
North Carolina
$1.05M +$899K +32,764 +584%
LB
7
Legacy Bridge
Iowa
$993K
PAG
8
Pinnacle Advisory Group
Maryland
$631K
First Trust Advisors
9
First Trust Advisors
Illinois
$611K -$54.2K -1,975 -8%
NC
10
NewSquare Capital
Pennsylvania
$591K +$44.9K +1,635 +8%
Citadel Advisors
11
Citadel Advisors
Florida
$278K +$279K +10,184 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$222K -$64.2K -2,341 -22%
UBS Group
13
UBS Group
Switzerland
$116K +$39.6K +1,444 +51%
IFA
14
Interactive Financial Advisors
Illinois
$102K +$5.29K +193 +5%
TC
15
Truvestments Capital
Florida
$101K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$82K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$12K
Wells Fargo
18
Wells Fargo
California
$9K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$8K
JWA
20
JFS Wealth Advisors
Pennsylvania
$6K +$2.88K +105 +99%
TFA
21
Transamerica Financial Advisors
Florida
$4K +$3.24K +118 New
AG
22
Advisor Group
Arizona
$3K
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$1K
HighTower Advisors
24
HighTower Advisors
Illinois
-$935K -34,178 Closed
FTUS
25
Flow Traders U.S.
New York
-$695K -25,429 Closed

USDU Hedge Fund Activity: Q2 2019 in Review

24 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2019, worth a combined $15.4M — down 3.3% from $15.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of USDU and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Bank of America, adding an estimated $899K. The largest seller was HighTower Advisors, exiting entirely with an estimated $935K sold.

  • 24 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2019, down from 27 in Q1 2019.
  • Funds reported $15.4M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2019, down 3.3% quarter-over-quarter.
  • 2 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2019 and 5 closed out, a net change of -3 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2019 was Bank of America, an estimated $899K added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2019 was HighTower Advisors, an estimated $935K sold.

Based on aggregated 13F filings for Q2 2019.