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WisdomTree Bloomberg US Dollar Bullish Fund

53 hedge funds and large institutions have $109M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

644% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $519K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

15% more funds holding

Funds holding: 4653 (+7)

5.54% more ownership

Funds ownership: 54.94%60.48% (+5.5%)

23% less capital invested

Capital invested by funds: $140M → $109M (-$31.8M)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
10
Reduced
18
Closed
13
Calls
$3.86M
Puts
$519K
Net Calls
+$3.34M
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$28.2M +$20.1M +732,663 +188%
GG
2
GenWealth Group
New Jersey
$11.7M -$232K -8,491 -2%
OPCM
3
Osborne Partners Capital Management
California
$11.1M -$67.7K -2,472 -0.6%
PA
4
PFG Advisors
Arizona
$8.15M +$792K +28,928 +10%
CAN
5
Cetera Advisor Networks
California
$6M -$16K -585 -0.2%
SPFA
6
Summit Place Financial Advisors
New Jersey
$5.11M +$203K +7,429 +4%
AssetMark Inc
7
AssetMark Inc
California
$4.54M +$4.92M +179,775 +15,019%
Bank of America
8
Bank of America
North Carolina
$4.3M -$285K -10,424 -6%
Morgan Stanley
9
Morgan Stanley
New York
$3.2M -$5.05M -184,302 -59%
VA
10
Vident Advisory
Georgia
$3.15M -$932K -34,041 -21%
JP Morgan Chase
11
JP Morgan Chase
New York
$3.14M -$3.1M -113,143 -48%
BCM
12
Beaumont Capital Management
Massachusetts
$2.58M +$2.82M +102,866 New
LPL Financial
13
LPL Financial
California
$2.33M -$995K -36,366 -28%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.89M +$2.07M +75,446 New
NC
15
NewSquare Capital
Pennsylvania
$1.73M +$23.9K +872 +1%
DB
16
Dravo Bay
Delaware
$1.45M -$24.6K -897 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.19M -$20.7M -754,665 -94%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.17M +$657K +24,015 +106%
HF
19
HRT Financial
New York
$960K +$1.05M +38,248 New
TC
20
TAP Consulting
Missouri
$834K -$27.2K -995 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$676K +$350K +12,785 +91%
VC
22
Veery Capital
Delaware
$625K +$254K +9,281 +59%
WAM
23
Worth Asset Management
Texas
$589K -$1.54M -56,245 -71%
FHA
24
Flagship Harbor Advisors
Massachusetts
$580K +$632K +23,079 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$400K +$436K +15,924 New

USDU Hedge Fund Activity: Q4 2023 in Review

53 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2023, worth a combined $109M — down 23% from $140M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new USDU positions and 13 closed out — a net gain of 7 holders — while 10 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $20.1M. The largest seller was HighTower Advisors, cutting an estimated $20.7M.

  • 53 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $109M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2023, down 23% quarter-over-quarter.
  • 20 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2023 and 13 closed out, a net change of +7 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2023 was Jane Street, an estimated $20.1M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2023 was HighTower Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2023.