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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

40 hedge funds and large institutions have $164M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+11
Holders Change %
+37.93%
% of All Funds
0.63%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
18
Increased
13
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSCM
McElhenny Sheffield Capital Management
Texas
$22.4M
2
AWM
Accurate Wealth Management
Florida
$10.8M
3
NL
NVWM LLC
Pennsylvania
$5.64M
4
AssetMark Inc
AssetMark Inc
California
$26.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.98M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
Jane Street
Jane Street
New York
$0
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
4
QAM
Q3 Asset Management
Michigan
$0
5
HAS
HBW Advisory Services
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$26.4M +$4.71M +177,816 +22%
MSCM
2
McElhenny Sheffield Capital Management
Texas
$22.4M +$22.4M +847,161 New
Morgan Stanley
3
Morgan Stanley
New York
$15.2M +$668K +25,222 +5%
WAM
4
Worth Asset Management
Texas
$14.1M +$14.1M +502,615 New
HighTower Advisors
5
HighTower Advisors
Illinois
$11.9M -$335K -12,664 -3%
AWM
6
Accurate Wealth Management
Florida
$10.8M +$10.8M +407,448 New
Osaic Holdings
7
Osaic Holdings
Arizona
$10.5M +$967K +3,069 +10%
CAN
8
Cetera Advisor Networks
California
$9.2M +$390K +14,744 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.98M +$4.08M +154,179 +141%
NL
10
NVWM LLC
Pennsylvania
$5.64M +$5.64M +212,941 New
SPFA
11
Summit Place Financial Advisors
New Jersey
$4.64M +$2.78K +105 +0.1%
BCM
12
Beaumont Capital Management
Massachusetts
$3.99M +$243K +9,179 +6%
ACA
13
Aptus Capital Advisors
Alabama
$3.87M +$3.87M +146,309 New
Bank of America
14
Bank of America
North Carolina
$3.64M +$3.63M +137,129 +27,426%
CF
15
Centaurus Financial
California
$1.85M +$1.85M +69,831 New
NC
16
NewSquare Capital
Pennsylvania
$1.73M +$121K +4,585 +8%
RCM
17
Raleigh Capital Management
North Carolina
$1.62M +$1.62M +61,241 New
CWM
18
Centric Wealth Management
Illinois
$1.46M +$1.46M +54,979 New
ACP
19
Aveo Capital Partners
Colorado
$1.1M -$130K -4,925 -11%
W
20
WorthPointe
California
$972K +$972K +36,728 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$949K -$83.1K -3,139 -8%
BFA
22
Beaumont Financial Advisors
Massachusetts
$712K +$176K +6,650 +33%
VWA
23
V Wealth Advisors
Kansas
$679K -$8.02K -303 -1%
CA
24
Continuum Advisory
Idaho
$644K +$644K +23,398 New
AAS
25
Ameritas Advisory Services
Nebraska
$599K +$599K +22,631 New
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