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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

46 hedge funds and large institutions have $140M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 11 closing their positions.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
16
Reduced
12
Closed
11
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$22.2M
2
Stifel Financial
2
Stifel Financial
Missouri
$14.4M
3
Jane Street
3
Jane Street
New York
$10.8M
4
LPL Financial
4
LPL Financial
California
$3.57M
5
QAM
5
Q3 Asset Management
Michigan
$1.69M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$624K
2
Bank of America
2
Bank of America
North Carolina
$5.02M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.62M
4
AAS
4
Ameritas Advisory Services
Nebraska
$224K
5
UBS Group
5
UBS Group
Switzerland
$18.8K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$22.2M 802,136 +719,159 +867%
Stifel Financial
2
Stifel Financial
Missouri
$14.4M 520,702 +494,660 +1,899%
GG
3
GenWealth Group
New Jersey
$13.1M 473,208 +13,608 +3%
OPCM
4
Osborne Partners Capital Management
California
$12.3M 444,857 +9,284 +2%
Jane Street
5
Jane Street
New York
$10.8M 389,715 +237,027 +155%
Morgan Stanley
6
Morgan Stanley
New York
$8.62M 311,924 -137,620 -31%
PA
7
PFG Advisors
Arizona
$8.17M 295,812 +46,858 +19%
CAN
8
Cetera Advisor Networks
California
$6.62M 239,688 +276 +0.1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.58M 238,100 +45,294 +23%
SPFA
10
Summit Place Financial Advisors
New Jersey
$5.41M 195,967 -3,465 -2%
Bank of America
11
Bank of America
North Carolina
$5.02M 181,631 -167,047 -48%
VA
12
Vident Advisory
Georgia
$4.4M 159,410 +159,410 New
LPL Financial
13
LPL Financial
California
$3.57M 129,101 +129,101 New
WAM
14
Worth Asset Management
Texas
$2.2M 79,721 +38,428 +93%
NC
15
NewSquare Capital
Pennsylvania
$1.88M 67,960 -300 -0.4%
QAM
16
Q3 Asset Management
Michigan
$1.69M 61,023 +61,023 New
DB
17
Dravo Bay
Delaware
$1.62M 58,745 +1,778 +3%
DI
18
DFPG Investments
Utah
$1.59M 57,049 +57,049 New
NA
19
NewEdge Advisors
Louisiana
$1.58M 57,193 +38,813 +211%
AWM
20
AE Wealth Management
Kansas
$993K 35,944 +35,944 New
TC
21
TAP Consulting
Missouri
$945K 34,216 +3,812 +13%
CM
22
Columbus Macro
Pennsylvania
$945K 34,211 +34,211 New
Millennium Management
23
Millennium Management
New York
$889K 32,187 +32,187 New
NL
24
NVWM LLC
Pennsylvania
$888K 32,154 +16,942 +111%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$624K 22,593 -264,375 -92%
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