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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

57 hedge funds and large institutions have $248M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
16
Reduced
26
Closed
15
Calls
$373K
Puts
–
Net Calls
+$373K
Net Calls Change
+$373K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$11.3M
2
PA
PFG Advisors
Arizona
+$5.63M
3
Jane Street
Jane Street
New York
+$3.1M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.55M
5
VIA
Vident Investment Advisory
Georgia
+$2.42M

Top Sellers

1
AWM
Accurate Wealth Management
Florida
-$9.21M
2
MSCM
McElhenny Sheffield Capital Management
Texas
-$8.45M
3
Morgan Stanley
Morgan Stanley
New York
-$5.64M
4
HH
Hilltop Holdings
Texas
-$5.07M
5
GWSA
Global Wealth Strategies & Associates
Colorado
-$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$60M +$11.3M +434,437 +23%
AssetMark Inc
2
AssetMark Inc
California
$20.4M -$1.13M -43,456 -5%
Bank of America
3
Bank of America
North Carolina
$12.8M -$1.63M -62,472 -11%
GG
4
GenWealth Group
New Jersey
$11.9M +$1.64M +63,080 +16%
Morgan Stanley
5
Morgan Stanley
New York
$11.9M -$5.64M -216,331 -32%
OPCM
6
Osborne Partners Capital Management
California
$10.9M +$685K +26,268 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.5M -$588K -22,545 -5%
VIA
8
Vident Investment Advisory
Georgia
$9.81M +$2.42M +92,733 +33%
UBS Group
9
UBS Group
Switzerland
$8.74M -$224K -8,576 -2%
Stifel Financial
10
Stifel Financial
Missouri
$8.51M -$3.17M -121,476 -27%
CAN
11
Cetera Advisor Networks
California
$8.38M +$432K +16,587 +5%
MSCM
12
McElhenny Sheffield Capital Management
Texas
$8.23M -$8.45M -324,080 -51%
Osaic Holdings
13
Osaic Holdings
Arizona
$7.75M +$2.55M +97,648 +49%
Jane Street
14
Jane Street
New York
$7.09M +$3.1M +118,959 +78%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$6.21M +$630K +24,152 +11%
PFA
16
Peak Financial Advisors
Colorado
$5.63M +$1.14M +43,799 +25%
PA
17
PFG Advisors
Arizona
$5.63M +$5.63M +215,924 New
LPL Financial
18
LPL Financial
California
$4.23M -$3.48M -133,350 -45%
SPFA
19
Summit Place Financial Advisors
New Jersey
$3.75M +$202K +7,740 +6%
BCM
20
Beaumont Capital Management
Massachusetts
$2.53M -$36.1K -1,386 -1%
ACA
21
Aptus Capital Advisors
Alabama
$2.36M -$2.23M -85,473 -49%
WAM
22
Worth Asset Management
Texas
$2.24M -$1.47M -56,294 -40%
AWM
23
AE Wealth Management
Kansas
$1.94M +$1.31M +50,205 +208%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.72M +$742K +28,474 +76%
NC
25
NewSquare Capital
Pennsylvania
$1.7M -$20.6K -790 -1%
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