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WisdomTree Bloomberg US Dollar Bullish Fund

62 hedge funds and large institutions have $170M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

50% more capital invested

Capital invested by funds: $113M → $170M (+$56.6M)

27% more funds holding

Funds holding: 4962 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.3% less ownership

Funds ownership: 68.65%65.35% (-3.3%)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
23
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$43.5M +$37.9M +1,425,264 +789%
GG
2
GenWealth Group
New Jersey
$13.7M +$108K +4,058 +0.8%
OPCM
3
Osborne Partners Capital Management
California
$12.1M +$56.4K +2,120 +0.5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.7M +$6.47M +242,952 +160%
Jane Street
5
Jane Street
New York
$8.52M -$7.62M -286,197 -48%
PA
6
PFG Advisors
Arizona
$7.59M +$136K +5,123 +2%
Bank of America
7
Bank of America
North Carolina
$6.76M +$870K +32,679 +15%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.4M -$30K -1,128 -0.5%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.86M +$4.59M +172,441 +391%
QAM
10
Q3 Asset Management
Michigan
$5.72M +$5.63M +211,382 New
SPFA
11
Summit Place Financial Advisors
New Jersey
$5.64M +$1.06K +40 +0%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.14M +$4.52M +169,743 +845%
ACP
13
Aveo Capital Partners
Colorado
$4.01M +$3.57M +134,258 +984%
JP Morgan Chase
14
JP Morgan Chase
New York
$3.86M +$1.14M +42,963 +43%
BCM
15
Beaumont Capital Management
Massachusetts
$2.79M +$108K +4,073 +4%
VF
16
VitalStone Financial
Texas
$2.44M +$728K +27,362 +44%
AC
17
Avestar Capital
New York
$2.4M -$121K -4,543 -5%
SIS
18
Sound Income Strategies
Florida
$2.36M +$2.32M +87,137 New
DB
19
Dravo Bay
Delaware
$1.99M +$168K +6,309 +9%
AAS
20
Ameritas Advisory Services
Nebraska
$1.99M +$6.6K +248 +0.3%
NC
21
NewSquare Capital
Pennsylvania
$1.96M +$7.19K +270 +0.4%
JSSH
22
J. Safra Sarasin Holding
$1.88M +$1.85M +69,403 New
Morgan Stanley
23
Morgan Stanley
New York
$1.58M +$559K +20,986 +56%
MWM
24
Moulton Wealth Management
Washington
$1.38M +$1.36M +51,033 New
TC
25
TAP Consulting
Missouri
$1.27M +$198K +7,452 +19%

USDU Hedge Fund Activity: Q2 2024 in Review

62 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2024, worth a combined $170M — up 50% from $113M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new USDU positions and 8 closed out — a net gain of 15 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $37.9M. The largest seller was Jane Street, cutting an estimated $7.62M.

  • 62 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $170M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2024, up 50% quarter-over-quarter.
  • 23 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2024 and 8 closed out, a net change of +15 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2024 was AssetMark Inc, an estimated $37.9M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2024 was Jane Street, an estimated $7.62M sold.

Based on aggregated 13F filings for Q2 2024.