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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

44 hedge funds and large institutions have $104M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 23 closing their positions.

Holders
44
Holders Change
-13
Holders Change %
-22.81%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
10
Increased
12
Reduced
19
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPFA
1
Summit Place Financial Advisors
New Jersey
$5.29M
2
TC
2
TownSquare Capital
Utah
$917K
3
PA
3
PFG Advisors
Arizona
$6.6M
4
TC
4
TAP Consulting
Missouri
$806K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$2.2M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$0
2
AssetMark Inc
2
AssetMark Inc
California
$35.2K
3
MSCM
3
McElhenny Sheffield Capital Management
Texas
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$691K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$285K
Name Market Value Shares Shares
Change 		Shares
Change %
GG
1
GenWealth Group
New Jersey
$12.2M 459,600 +3,358 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$11.9M 449,544 -5,960 -1%
OPCM
3
Osborne Partners Capital Management
California
$11.6M 435,573 +18,266 +4%
Bank of America
4
Bank of America
North Carolina
$9.25M 348,678 -143,074 -29%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.61M 286,968 -114,491 -29%
PA
6
PFG Advisors
Arizona
$6.6M 248,954 +33,030 +15%
VIA
7
Vident Investment Advisory
Georgia
$6.44M 242,929 -133,388 -35%
CAN
8
Cetera Advisor Networks
California
$6.35M 239,412 -82,017 -26%
SPFA
9
Summit Place Financial Advisors
New Jersey
$5.29M 199,432 +55,455 +39%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$5.11M 192,806 -45,424 -19%
Jane Street
11
Jane Street
New York
$4.05M 152,688 -119,363 -44%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.2M 82,977 +27,761 +50%
AAS
13
Ameritas Advisory Services
Nebraska
$1.88M 71,080 +11,088 +18%
NC
14
NewSquare Capital
Pennsylvania
$1.81M 68,260 +2,995 +5%
DB
15
Dravo Bay
Delaware
$1.51M 56,967 +644 +1%
Truist Financial
16
Truist Financial
North Carolina
$1.48M 55,786 +469 +0.8%
UBS Group
17
UBS Group
Switzerland
$1.46M 55,093 -279,994 -84%
WAM
18
Worth Asset Management
Texas
$1.1M 41,293 -44,450 -52%
TC
19
TownSquare Capital
Utah
$917K 34,588 +34,588 New
BWM
20
Brown Wealth Management
Illinois
$871K 32,827 +32,827 New
TC
21
TAP Consulting
Missouri
$806K 30,404 +30,404 New
TI
22
Tidal Investments
Wisconsin
$693K 26,122 +26,122 New
Stifel Financial
23
Stifel Financial
Missouri
$691K 26,042 -300,512 -92%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$514K 19,386 -46,657 -71%
NA
25
NewEdge Advisors
Louisiana
$487K 18,380 -35,076 -66%
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