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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

21 hedge funds and large institutions have $67M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
6
Reduced
8
Closed
4
Calls
$1.22M
Puts
$2.68M
Net Calls
-$1.46M
Net Calls Change
-$1.46M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$19.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$865K
3
VWA
3
V Wealth Advisors
Kansas
$1.57M
4
ACP
4
Aveo Capital Partners
Colorado
$756K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$744K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.6M
2
LPL Financial
2
LPL Financial
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$12.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
IFA
5
Interactive Financial Advisors
Illinois
$152K
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$19.2M 753,299 +753,223 +991,083%
Morgan Stanley
2
Morgan Stanley
New York
$14.6M 574,091 -326,407 -36%
HighTower Advisors
3
HighTower Advisors
Illinois
$12.4M 487,507 -5,435 -1%
CAN
4
Cetera Advisor Networks
California
$7.53M 296,020 +27,106 +10%
SPFA
5
Summit Place Financial Advisors
New Jersey
$3.83M 150,485 +4,795 +3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.86M 112,312 -464 -0.4%
VWA
7
V Wealth Advisors
Kansas
$1.57M 62,224 +33,865 +119%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$865K 34,016 +34,016 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$863K 33,953 -720 -2%
ACP
10
Aveo Capital Partners
Colorado
$756K 29,735 +29,735 New
Osaic Holdings
11
Osaic Holdings
Arizona
$744K 29,237 +28,681 +5,158%
FTUS
12
Flow Traders U.S.
New York
$597K 23,469 +23,469 New
KAS
13
Kestra Advisory Services
Texas
$330K 12,990 -1 -0%
BFA
14
Beaumont Financial Advisors
Massachusetts
$252K 9,905 +9,905 New
UBS Group
15
UBS Group
Switzerland
$241K 9,487 +7,678 +424%
Wolverine Trading
16
Wolverine Trading
Illinois
$206K 8,075 +8,075 New
IFA
17
Interactive Financial Advisors
Illinois
$152K 5,982 -861 -13%
Bank of America
18
Bank of America
North Carolina
$48K 1,900 -714 -27%
IA
19
IFP Advisors
Florida
$15K 598 -152 -20%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$12K 480 – –
Wells Fargo
21
Wells Fargo
California
$9K 346 – –
LPL Financial
22
LPL Financial
California
– – -8,964 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
– – -2,452 Closed
IAIM
24
International Assets Investment Management
Florida
– – -84 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
– – -1 Closed
1
2