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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

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
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
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$92.2K
2
Bank of America
Bank of America
North Carolina
+$24.5K
3
NC
NewSquare Capital
Pennsylvania
+$16.5K
4
AG
Advisor Group
Arizona
+$15K
5
First Trust Advisors
First Trust Advisors
Illinois
+$14.5K

Top Sellers

1
QAM
Q3 Asset Management
Michigan
-$1.58M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$220K
3
Jane Street
Jane Street
New York
-$128K
4
Citadel Advisors
Citadel Advisors
Florida
-$108K
5
TC
Truvestments Capital
Florida
-$104K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPFA
1
Summit Place Financial Advisors
New Jersey
$3.09M +$3.09M +115,955 New
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.98M -$76.1K -2,853 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.02M -$45.4K -1,703 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.65M +$92.2K +3,456 +6%
Bank of America
5
Bank of America
North Carolina
$1.05M +$24.5K +917 +2%
LB
6
Legacy Bridge
Iowa
$869K -$102K -3,840 -11%
Jane Street
7
Jane Street
New York
$785K -$128K -4,807 -14%
NC
8
NewSquare Capital
Pennsylvania
$620K +$16.5K +620 +3%
PAG
9
Pinnacle Advisory Group
Maryland
$617K – – –
First Trust Advisors
10
First Trust Advisors
Illinois
$370K +$14.5K +544 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$307K -$108K -4,060 -26%
AWS
12
AJ Wealth Strategies
New York
$206K +$4.29K +161 +2%
IFA
13
Interactive Financial Advisors
Illinois
$129K +$2.84K +106 +2%
UBS Group
14
UBS Group
Switzerland
$75K -$17K -638 -18%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$56K -$23.5K -890 -30%
SFG
16
Sowa Financial Group
Rhode Island
$33K +$33K +1,221 New
AG
17
Advisor Group
Arizona
$15K +$15K +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 +$235 +9 +3%
SIAP
21
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$4K +176 New
LAS
22
Lloyd Advisory Services
Georgia
$2K +$2K +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
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