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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

61 hedge funds and large institutions have $348M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 12 closing their positions.

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.05%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
22
Increased
18
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$63M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$15.3M
3
TC
3
TownSquare Capital
Utah
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.4M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.4M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.1M
3
NL
3
NVWM LLC
Pennsylvania
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
CAN
5
Cetera Advisor Networks
California
$8.29M
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3EDGE Asset Management
Florida
$63M 2,117,088 +2,117,088 New
AssetMark Inc
2
AssetMark Inc
California
$24.1M 809,729 -94,913 -10%
Morgan Stanley
3
Morgan Stanley
New York
$23.4M 784,405 +371,537 +90%
MSCM
4
McElhenny Sheffield Capital Management
Texas
$21.9M 734,630 -84,399 -10%
Stifel Financial
5
Stifel Financial
Missouri
$20.4M 683,541 +314,139 +85%
WAM
6
Worth Asset Management
Texas
$18.6M 625,206 +919 +0.1%
AWM
7
Accurate Wealth Management
Florida
$17M 439,207 +44,445 +11%
CWG
8
Cornerstone Wealth Group
North Carolina
$15.3M 513,945 +513,945 New
TC
9
TownSquare Capital
Utah
$14.3M 480,178 +480,178 New
Bank of America
10
Bank of America
North Carolina
$13M 435,953 +235,333 +117%
LPL Financial
11
LPL Financial
California
$11.4M 384,156 +289,705 +307%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.1M 338,235 -310,944 -48%
CAN
13
Cetera Advisor Networks
California
$8.29M 278,417 -95,006 -25%
SAM
14
Synergy Asset Management
Washington
$7.13M 239,496 +239,496 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.53M 219,402 +18,044 +9%
GG
16
GenWealth Group
New Jersey
$6.01M 201,922 +201,922 New
HH
17
Hilltop Holdings
Texas
$5.41M 181,594 -35,224 -16%
LA
18
Latitude Advisors
Florida
$5.38M 180,482 +180,482 New
HIC
19
Hartline Investment Corp
Illinois
$5.38M 180,482 +180,482 New
ACA
20
Aptus Capital Advisors
Alabama
$5.02M 168,422 -13,289 -7%
SPFA
21
Summit Place Financial Advisors
New Jersey
$4.23M 142,137 -16,528 -10%
QAM
22
Q3 Asset Management
Michigan
$3.09M 103,737 -13,812 -12%
BCM
23
Beaumont Capital Management
Massachusetts
$2.85M 95,547 -1,202 -1%
SPC
24
Sigma Planning Corp
Michigan
$2.8M 94,099 +19,024 +25%
Jane Street
25
Jane Street
New York
$2.52M 84,695 +84,695 New
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