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WisdomTree Bloomberg US Dollar Bullish Fund

49 hedge funds and large institutions have $131M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

52% more capital invested

Capital invested by funds: $86.4M → $131M (+$44.6M)

17% more funds holding

Funds holding: 4249 (+7)

6.22% more ownership

Funds ownership: 56.84%63.06% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $204K

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
22
Reduced
7
Closed
8
Calls
Puts
$204K
Net Calls
-$204K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15M +$15.6M +583,151 New
GG
2
GenWealth Group
New Jersey
$15M -$1.55M -57,910 -9%
OPCM
3
Osborne Partners Capital Management
California
$13.2M +$25.1K +938 +0.2%
AIM
4
Advyzon Investment Management
Illinois
$10.4M +$8.17M +305,287 +308%
AFP
5
Ausdal Financial Partners
Iowa
$9.76M +$6.65M +248,501 +192%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$8.82M +$9.15M +341,999 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$7.35M +$6.66M +248,774 +687%
MWM
8
Maridea Wealth Management
New York
$5.82M +$2.66M +99,474 +79%
SPFA
9
Summit Place Financial Advisors
New Jersey
$5.19M -$122K -4,564 -2%
Morgan Stanley
10
Morgan Stanley
New York
$5.09M +$948K +35,433 +22%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$4.42M +$148K +5,538 +3%
FFA
12
Farther Finance Advisors
California
$3.83M +$3.98M +148,563 New
JSSH
13
J. Safra Sarasin Holding
$3.52M +$289K +10,803 +9%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.22M +$383K +14,318 +13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.89M +$2.39M +89,217 +389%
Citadel Advisors
16
Citadel Advisors
Florida
$2.84M +$2M +74,727 +211%
VA
17
Vident Advisory
Georgia
$1.9M +$1.97M +73,501 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.41M +$1.47M +54,792 New
AssetMark Inc
19
AssetMark Inc
California
$1.41M +$1.45M +54,207 +16,834%
CL
20
COWA LLC
Oklahoma
$1.27M +$1.02M +37,962 +335%
LPL Financial
21
LPL Financial
California
$1.22M +$911K +34,032 +260%
HH
22
Hilltop Holdings
Texas
$1.2M +$1.25M +46,607 New
AC
23
Avestar Capital
New York
$1.04M -$524K -19,571 -33%
Bank of America
24
Bank of America
North Carolina
$916K -$2.61M -97,562 -73%
Jane Street
25
Jane Street
New York
$881K -$2.42M -90,518 -73%