WisdomTree Bloomberg US Dollar Bullish Fund
USDU
23 hedge funds and large institutions have $14.7M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.
4% less capital invested
Capital invested by funds: $15.4M → $14.7M (-$688K)
3.81% less ownership
Funds ownership: 36.42% → 32.61% (-3.8%)
4% less funds holding
Funds holding: 24 → 23 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$1.55M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$150K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$138K |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$27.1K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$26.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.34M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
-$950K |
| 3 |
Morgan Stanley
New York
|
-$289K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$253K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$212K |
USDU Hedge Fund Activity: Q3 2019 in Review
23 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2019, worth a combined $14.7M — down 4.5% from $15.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of USDU and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 4 added.
The largest buyer was Q3 Asset Management, opening a new position worth an estimated $1.55M. The largest seller was Jane Street, cutting an estimated $1.34M.
- 23 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2019, down from 24 in Q2 2019.
- Funds reported $14.7M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2019, down 4.5% quarter-over-quarter.
- 2 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2019 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2019 was Q3 Asset Management, an estimated $1.55M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2019 was Jane Street, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2019.