USDU icon

WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

61 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 22 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+12
Holders Change %
+24.49%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
23
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$43.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M
3
QAM
Q3 Asset Management
Michigan
$5.72M
4
HighTower Advisors
HighTower Advisors
Illinois
$5.86M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.14M

Top Sellers

1
Jane Street
Jane Street
New York
$8.52M
2
VA
Vident Advisory
Georgia
$788K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$447K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
CFIM
Client First Investment Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$43.5M +$38.6M +1,425,264 +789%
GG
2
GenWealth Group
New Jersey
$13.7M +$110K +4,058 +0.8%
OPCM
3
Osborne Partners Capital Management
California
$12.1M +$57.4K +2,120 +0.5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.7M +$6.58M +242,952 +160%
Jane Street
5
Jane Street
New York
$8.52M -$7.75M -286,197 -48%
PA
6
PFG Advisors
Arizona
$7.59M +$139K +5,123 +2%
Bank of America
7
Bank of America
North Carolina
$6.76M +$885K +32,679 +15%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.4M -$30.6K -1,128 -0.5%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.86M +$4.67M +172,441 +391%
QAM
10
Q3 Asset Management
Michigan
$5.72M +$5.72M +211,382 New
SPFA
11
Summit Place Financial Advisors
New Jersey
$5.64M +$1.08K +40 +0%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.14M +$4.6M +169,743 +845%
ACP
13
Aveo Capital Partners
Colorado
$4.01M +$3.64M +134,258 +984%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$3.86M +$1.16M +42,963 +43%
BCM
15
Beaumont Capital Management
Massachusetts
$2.79M +$110K +4,073 +4%
VF
16
VitalStone Financial
Texas
$2.44M +$741K +27,362 +44%
AC
17
Avestar Capital
New York
$2.4M -$123K -4,543 -5%
SIS
18
Sound Income Strategies
Florida
$2.36M +$2.36M +87,137 New
DB
19
Dravo Bay
Delaware
$1.99M +$171K +6,309 +9%
AAS
20
Ameritas Advisory Services
Nebraska
$1.99M +$6.72K +248 +0.3%
NC
21
NewSquare Capital
Pennsylvania
$1.96M +$7.31K +270 +0.4%
JSSH
22
J. Safra Sarasin Holding
$1.88M +$1.88M +69,403 New
Morgan Stanley
23
Morgan Stanley
New York
$1.58M +$569K +20,986 +56%
MWM
24
Moulton Wealth Management
Washington
$1.38M +$1.38M +51,033 New
TC
25
TAP Consulting
Missouri
$1.27M +$202K +7,452 +19%
1
2 3