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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

58 hedge funds and large institutions have $268M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.94%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
22
Increased
19
Reduced
15
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$48.6M
2
OPCM
Osborne Partners Capital Management
California
$10.2M
3
VIA
Vident Investment Advisory
Georgia
$7.39M
4
UBS Group
UBS Group
Switzerland
$8.95M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$0
2
CWG
Cornerstone Wealth Group
North Carolina
$0
3
TC
TownSquare Capital
Utah
$0
4
WAM
Worth Asset Management
Texas
$3.7M
5
SAM
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$48.6M +$48.6M +1,866,920 New
AssetMark Inc
2
AssetMark Inc
California
$21.6M +$469K +18,018 +2%
Morgan Stanley
3
Morgan Stanley
New York
$17.5M -$2.93M -112,570 -14%
MSCM
4
McElhenny Sheffield Capital Management
Texas
$16.7M -$2.48M -95,050 -13%
Bank of America
5
Bank of America
North Carolina
$14.4M +$3.08M +118,271 +27%
Stifel Financial
6
Stifel Financial
Missouri
$11.7M -$6.14M -235,511 -34%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11M +$5.33M +204,602 +93%
GG
8
GenWealth Group
New Jersey
$10.2M +$4.98M +191,240 +95%
OPCM
9
Osborne Partners Capital Management
California
$10.2M +$10.2M +391,039 New
AWM
10
Accurate Wealth Management
Florida
$9.67M -$1.72M -66,480 -15%
UBS Group
11
UBS Group
Switzerland
$8.95M +$7.06M +271,192 +374%
CAN
12
Cetera Advisor Networks
California
$7.94M +$688K +26,425 +9%
LPL Financial
13
LPL Financial
California
$7.7M -$2.31M -88,721 -23%
VIA
14
Vident Investment Advisory
Georgia
$7.39M +$7.39M +283,584 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.58M +$4.2M +161,057 +304%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.2M +$3.73M +143,015 +253%
HH
17
Hilltop Holdings
Texas
$5.07M +$345K +13,232 +7%
ACA
18
Aptus Capital Advisors
Alabama
$4.58M +$197K +7,550 +4%
PFA
19
Peak Financial Advisors
Colorado
$4.49M +$4.49M +172,218 New
GWSA
20
Global Wealth Strategies & Associates
Colorado
$4.09M +$4.09M +157,065 New
Jane Street
21
Jane Street
New York
$3.99M +$1.78M +68,397 +81%
WAM
22
Worth Asset Management
Texas
$3.7M -$12.6M -483,169 -77%
SPFA
23
Summit Place Financial Advisors
New Jersey
$3.55M -$154K -5,900 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.63M +$1.38M +52,899 +110%
SPC
25
Sigma Planning Corp
Michigan
$2.57M +$118K +4,531 +5%
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