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WisdomTree Bloomberg US Dollar Bullish Fund

23 hedge funds and large institutions have $14.9M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.4% more ownership

Funds ownership: 32.61%43.01% (+10%)

1% more capital invested

Capital invested by funds: $14.7M → $14.9M (+$207K)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
7
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPFA
1
Summit Place Financial Advisors
New Jersey
$3.09M +$3.22M +115,955 New
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.98M -$79.3K -2,853 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.02M -$47.3K -1,703 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.65M +$96K +3,456 +6%
Bank of America
5
Bank of America
North Carolina
$1.05M +$25.5K +917 +2%
LB
6
Legacy Bridge
Iowa
$869K -$107K -3,840 -11%
Jane Street
7
Jane Street
New York
$785K -$134K -4,807 -14%
NC
8
NewSquare Capital
Pennsylvania
$620K +$17.2K +620 +3%
PAG
9
Pinnacle Advisory Group
Maryland
$617K
First Trust Advisors
10
First Trust Advisors
Illinois
$370K +$15.1K +544 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$307K -$113K -4,060 -26%
AWS
12
AJ Wealth Strategies
New York
$206K +$4.47K +161 +2%
IFA
13
Interactive Financial Advisors
Illinois
$129K +$2.94K +106 +2%
UBS Group
14
UBS Group
Switzerland
$75K -$17.7K -638 -18%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$56K -$24.7K -890 -30%
SFG
16
Sowa Financial Group
Rhode Island
$33K +$33.9K +1,221 New
AG
17
Advisor Group
Arizona
$15K +$15.4K +556 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$12K
Wells Fargo
19
Wells Fargo
California
$9K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$8K +$250 +9 +3%
SIAP
21
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$4.89K +176 New
LAS
22
Lloyd Advisory Services
Georgia
$2K +$2.14K +77 New
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$1K
QAM
24
Q3 Asset Management
Michigan
-$1.58M -55,896 Closed
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
-$220K -7,815 Closed

USDU Hedge Fund Activity: Q4 2019 in Review

23 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2019, worth a combined $14.9M — up 1.4% from $14.7M a quarter earlier.

Fund positioning in USDU was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $96K. The largest seller was Q3 Asset Management, exiting entirely with an estimated $1.58M sold.

  • 23 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $14.9M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2019, up 1.4% quarter-over-quarter.
  • 5 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2019 was Susquehanna International Group, an estimated $96K added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2019 was Q3 Asset Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2019.