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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

71 hedge funds and large institutions have $167M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+23
Holders Change %
+47.92%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
18
Reduced
12
Closed
10
Calls
$299K
Puts
–
Net Calls
+$299K
Net Calls Change
-$59K

Top Buyers

1
3AM
3EDGE Asset Management
Florida
$46.5M
2
HighTower Advisors
HighTower Advisors
Illinois
$6.19M
3
TC
TownSquare Capital
Utah
$4.39M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$4.45M
5
LPL Financial
LPL Financial
California
$12M

Top Sellers

1
FHA
Flagship Harbor Advisors
Massachusetts
$0
2
Jane Street
Jane Street
New York
$2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$912K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$395K
5
HH
Hilltop Holdings
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
1
3EDGE Asset Management
Florida
$46.5M +$46.5M +1,681,124 New
GG
2
GenWealth Group
New Jersey
$15.5M +$512K +18,502 +3%
OPCM
3
Osborne Partners Capital Management
California
$12.8M +$109K +3,956 +0.9%
LPL Financial
4
LPL Financial
California
$12M +$3.82M +138,184 +47%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.84M -$518K -18,732 -6%
Bank of America
6
Bank of America
North Carolina
$6.93M -$120K -4,346 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.19M +$4.79M +173,028 +340%
SPFA
8
Summit Place Financial Advisors
New Jersey
$5.42M -$57.2K -2,069 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.45M +$4.04M +146,198 +1,004%
TC
10
TownSquare Capital
Utah
$4.39M +$4.39M +158,787 New
EF
11
Empowered Funds
Pennsylvania
$3.69M +$3.69M +133,382 New
MWM
12
Maridea Wealth Management
New York
$2.83M +$2.83M +102,169 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.72M +$2.72M +98,292 New
AAS
14
Ameritas Advisory Services
Nebraska
$2.5M +$217K +7,858 +10%
FTUS
15
Flow Traders U.S.
New York
$2.25M +$1.18M +42,728 +111%
JSSH
16
J. Safra Sarasin Holding
$2.24M +$2.24M +81,130 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$2.23M +$20.2K +729 +0.9%
AC
18
Avestar Capital
New York
$2.12M -$74.7K -2,699 -3%
RFA
19
Reyes Financial Architecture
California
$2.1M +$2.1M +75,778 New
NC
20
NewSquare Capital
Pennsylvania
$2.07M +$45.8K +1,656 +2%
AssetMark Inc
21
AssetMark Inc
California
$2.02M +$1.97M +71,329 +4,464%
Jane Street
22
Jane Street
New York
$2M -$16.1M -581,417 -89%
WWM
23
Whalen Wealth Management
Nevada
$1.77M +$1.77M +63,948 New
TC
24
TAP Consulting
Missouri
$1.54M +$65.7K +2,374 +4%
AWAU
25
Alliance Wealth Advisors (Utah)
Utah
$1.24M +$1.24M +44,822 New
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