USDU icon

WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

16 hedge funds and large institutions have $32.4M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
-7
Holders Change %
-30.43%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
5
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$22.3M
2
Bank of America
Bank of America
North Carolina
+$447K
3
NC
NewSquare Capital
Pennsylvania
+$137K
4
SPFA
Summit Place Financial Advisors
New Jersey
+$54.1K
5
IFA
Interactive Financial Advisors
Illinois
+$9.02K

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.65M
3
Jane Street
Jane Street
New York
-$785K
4
Citadel Advisors
Citadel Advisors
Florida
-$307K
5
AWS
AJ Wealth Strategies
New York
-$206K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.5M +$22.3M +790,500 +1,044%
SPFA
2
Summit Place Financial Advisors
New Jersey
$3.33M +$54.1K +1,915 +2%
Bank of America
3
Bank of America
North Carolina
$1.56M +$447K +15,792 +40%
LB
4
Legacy Bridge
Iowa
$921K – – –
NC
5
NewSquare Capital
Pennsylvania
$795K +$137K +4,860 +21%
PAG
6
Pinnacle Advisory Group
Maryland
$654K – – –
First Trust Advisors
7
First Trust Advisors
Illinois
$372K -$19.6K -692 -5%
IFA
8
Interactive Financial Advisors
Illinois
$145K +$9.02K +320 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$68K +$68K +2,383 New
UBS Group
10
UBS Group
Switzerland
$48K -$30.8K -1,098 -39%
SFG
11
Sowa Financial Group
Rhode Island
$35K – – –
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
Wells Fargo
13
Wells Fargo
California
$10K – – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$9K – – –
LAS
15
Lloyd Advisory Services
Georgia
$2K – – –
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
– -$2.98M -111,751 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$1.65M -61,944 Closed
Jane Street
19
Jane Street
New York
– -$785K -29,434 Closed
Citadel Advisors
20
Citadel Advisors
Florida
– -$307K -11,505 Closed
AWS
21
AJ Wealth Strategies
New York
– -$206K -7,724 Closed
SIAP
22
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$4K -176 Closed