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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.4M +$12.4K +465 +0.1%
HighTower Advisors
2
HighTower Advisors
Illinois
$13.5M +$13.5M +506,196 New
PPW
3
Pasadena Private Wealth
California
$6.81M +$6.83M +255,663 New
CCMG
4
Clark Capital Management Group
Pennsylvania
$4.47M +$4.49M +167,861 New
SPFA
5
Summit Place Financial Advisors
New Jersey
$3.49M +$176K +6,590 +5%
CAN
6
Cetera Advisor Networks
California
$2.73M +$2.74M +102,620 New
BCM
7
Brookstone Capital Management
Illinois
$1.92M +$1.93M +72,085 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.6M +$592K +22,156 +59%
LB
9
Legacy Bridge
Iowa
$833K – – –
KAS
10
Kestra Advisory Services
Texas
$803K +$806K +30,158 New
VWA
11
V Wealth Advisors
Kansas
$770K +$772K +28,899 New
PAG
12
Pinnacle Advisory Group
Maryland
$616K – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$502K -$819K -30,657 -62%
Bank of America
14
Bank of America
North Carolina
$405K -$495K -18,515 -55%
First Trust Advisors
15
First Trust Advisors
Illinois
$276K +$63.5K +2,376 +30%
LPL Financial
16
LPL Financial
California
$237K -$13.4K -503 -5%
IFA
17
Interactive Financial Advisors
Illinois
$143K +$5.91K +221 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$71K +$6.76K +253 +11%
SFG
19
Sowa Financial Group
Rhode Island
$21K -$11.5K -429 -35%
GWM
20
Geneos Wealth Management
Colorado
$14K – – –
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
Wells Fargo
22
Wells Fargo
California
$9K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7K +$3.05K +114 +84%
AssetMark Inc
24
AssetMark Inc
California
$4K +$2.3K +86 +113%
UBS Group
25
UBS Group
Switzerland
$2K -$37.2K -1,393 -96%
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