WisdomTree Bloomberg US Dollar Bullish Fund
USDU
48 hedge funds and large institutions have $144M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 22 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1.96% more ownership
Funds ownership: 65.35% → 67.31% (+2%)
15% less capital invested
Capital invested by funds: $170M → $144M (-$26.2M)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
23% less funds holding
Funds holding: 62 → 48 (-14)
64% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$43M |
| 2 |
Jane Street
New York
|
+$9.05M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.53M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.78M |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$42.8M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$7.21M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$5.72M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.8M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$4.42M |
USDU Hedge Fund Activity: Q3 2024 in Review
48 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2024, worth a combined $144M — down 15% from $170M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of USDU and 8 opened new positions — a net loss of 14 holders — while 18 trimmed existing stakes and 14 added.
The largest buyer was Flagship Harbor Advisors, adding an estimated $43M. The largest seller was AssetMark Inc, cutting an estimated $42.8M.
- 48 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2024, down from 62 in Q2 2024.
- Funds reported $144M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2024, down 15% quarter-over-quarter.
- 8 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2024 and 22 closed out, a net change of -14 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2024 was Flagship Harbor Advisors, an estimated $43M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2024 was AssetMark Inc, an estimated $42.8M sold.
Based on aggregated 13F filings for Q3 2024.