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WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) Institutional Ownership

WisdomTree Bloomberg U.S. Dollar Bullish Fund logo
$28.52 -0.11 (-0.38%)
(As of 12/20/2024 04:34 PM ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Bloomberg U.S. Dollar Bullish Fund (NYSEARCA:USDU)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$95.53M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$68.03M
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USDU Institutional Buying and Selling by Quarter

WisdomTree Bloomberg U.S. Dollar Bullish Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC653,560$17.34M0.0%+107.8%8.273%
11/15/2024 HighTower Advisors LLC50,883$1.35M0.0%-76.5%0.644%
11/15/2024 Hilltop Holdings Inc.42,913$1.14M0.1%N/A0.543%
11/14/2024 Flow Traders U.S. LLC38,476$1.02M0.1%+392.5%0.487%
11/13/2024 Avestar Capital LLC79,267$2.10M0.2%-10.6%1.003%
11/13/2024 Bank of Montreal Can120,750$3.20M0.0%+632.2%1.528%
11/7/2024 Napa Wealth Management33,717$895K0.4%N/A0.427%
11/6/2024 Veery Capital LLC8,005$212K0.1%-74.9%0.101%
11/1/2024 Assetmark Inc.1,598$42K0.0%-99.9%0.020%
10/24/2024 Summit Place Financial Advisors LLC197,941$5.25M2.9%-4.9%2.506%
10/23/2024 Osborne Partners Capital Management LLC458,069$12.15M0.7%+2.3%5.798%
10/21/2024 Flagship Harbor Advisors LLC1,617,224$42.91M2.4%N/A20.471%
10/18/2024Moulton Wealth Management Inc.25,467$684K0.6%-50.1%0.322%
10/12/2024 GenWealth Group Inc.540,627$14.34M3.3%+6.9%6.843%
10/11/2024 VitalStone Financial LLC79,493$2.11M1.4%-11.6%1.006%
10/9/2024 TAP Consulting LLC53,173$1.41M0.3%+13.5%0.673%
8/22/2024 Cetera Investment Advisers236,136$6.40M0.0%-0.5%2.989%
8/16/2024 Ascent Group LLC14,008$379K0.0%N/A0.177%
8/14/2024 Bank of Montreal Can16,491$447K0.0%-82.5%0.209%
8/9/2024 Dravo Bay LLC73,329$1.99M1.1%+9.4%0.928%
8/8/2024 Envestnet Asset Management Inc.394,555$10.69M0.0%+160.3%4.994%
8/8/2024 PFG Advisors280,004$7.59M0.5%+1.9%3.544%
8/8/2024 VitalStone Financial LLC89,903$2.44M1.8%+43.8%1.138%
8/6/2024 TAP Consulting LLC46,837$1.27M0.3%+18.9%0.593%
8/6/2024 Hanlon Investment Management Inc.12,972$351K0.1%N/A0.164%
8/2/2024 Aveo Capital Partners LLC147,901$4.01M0.5%+984.1%1.872%
7/29/2024 TrueMark Investments LLC14,467$392K0.1%N/A0.183%
7/17/2024 GenWealth Group Inc.505,516$13.69M3.4%+0.8%6.399%
7/16/2024 Envestnet Portfolio Solutions Inc.14,629$396K0.0%N/A0.185%
7/16/2024Moulton Wealth Management Inc.51,033$1.38M1.2%N/A0.646%
7/12/2024 Sound Income Strategies LLC87,137$2.36M0.1%N/A1.103%
7/11/2024 Worth Asset Management LLC23,543$638K0.4%N/A0.298%
7/10/2024 Csenge Advisory Group35,030$949K0.1%N/A0.443%
7/5/2024 HBW Advisory Services LLC6,732$182K0.0%N/A0.085%
5/24/2024 Cetera Investment Advisers237,264$6.22M0.0%N/A3.003%
5/16/2024 Jane Street Group LLC600,675$15.74M0.0%-46.5%7.603%
5/14/2024 Vident Advisory LLC159,155$4.17M0.1%+26.9%2.015%
5/7/2024 Atomi Financial Group Inc.8,164$214K0.0%-31.4%0.103%
5/7/2024 Significant Wealth Partners LLC47,512$1.25M0.8%N/A0.601%
5/7/2024 PFG Advisors274,881$7.20M0.5%-15.4%3.480%
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5/6/2024 VitalStone Financial LLC62,541$1.64M1.3%+658.2%0.792%
4/30/2024 Summit Place Financial Advisors LLC208,101$5.45M3.2%+2.3%2.634%
4/25/2024 Osborne Partners Capital Management LLC445,689$11.68M0.7%+0.7%7.074%
4/19/2024 Veery Capital LLC31,817$834K0.3%+27.8%0.505%
4/11/2024 GenWealth Group Inc.501,458$13.14M3.3%+7.9%7.775%
2/14/2024 VitalStone Financial LLC8,249$207K0.2%N/A0.128%
2/13/2024Cetera Advisor Networks LLC239,103$6.00M0.0%-0.2%3.707%
2/9/2024 Assetmark Inc.180,972$4.54M0.0%+15,018.8%2.806%
2/7/2024 Summit Place Financial Advisors LLC203,396$5.11M3.3%+3.8%3.153%
2/6/2024 Dravo Bay LLC57,848$1.45M1.0%-1.5%0.897%
2/6/2024 Aveo Capital Partners LLC13,707$344K0.0%N/A0.213%
2/2/2024 TAP Consulting LLC33,221$834K0.2%-2.9%0.515%
2/1/2024 NewSquare Capital LLC68,832$1.73M0.2%+1.3%1.067%
2/1/2024Larson Financial Group LLC4,619$116K0.0%N/A0.072%
1/31/2024Resonant Capital Advisors LLC10,500$264K0.0%N/A0.163%
1/24/2024 International Assets Investment Management LLC2,611$66K0.0%+2,410.6%0.040%
1/23/2024Householder Group Estate & Retirement Specialist LLC9,424$236K0.1%N/A0.146%
1/22/2024 Osborne Partners Capital Management LLC442,385$11.11M0.7%-0.6%6.859%
1/19/2024 PFG Advisors324,740$8.15M0.7%+9.8%5.035%
1/11/2024 GenWealth Group Inc.464,717$11.67M3.2%-1.8%7.205%
1/11/2024 Worth Asset Management LLC23,476$589K0.4%-70.6%0.364%
1/11/2024 Veery Capital LLC24,904$625K0.3%+59.4%0.386%
12/5/2023 TAP Consulting LLC34,216$945K0.2%+12.5%0.530%
11/13/2023 Stifel Financial Corp520,702$14.38M0.0%+1,899.5%8.073%
11/13/2023 LPL Financial LLC129,101$3.57M0.0%N/A2.002%
11/9/2023 Atomi Financial Group Inc.16,708$461K0.2%+19.0%0.259%
11/8/2023 Summit Place Financial Advisors LLC195,967$5.41M3.7%-1.7%3.038%
11/8/2023 HighTower Advisors LLC802,136$22.16M0.0%+866.7%12.436%
11/7/2023 Dravo Bay LLC58,745$1.62M1.2%+3.1%0.911%
11/4/2023 Q3 Asset Management61,023$1.69M0.7%N/A0.946%
10/30/2023 Nvwm LLC32,154$888K0.3%+111.4%0.499%
10/26/2023 Osborne Partners Capital Management LLC444,857$12.29M0.9%+2.1%6.897%
10/16/2023Columbus Macro LLC34,211$945K0.4%N/A0.530%
10/13/2023 PFG Advisors295,812$8.17M0.7%+18.8%4.586%
10/13/2023 Veery Capital LLC15,623$432K0.2%+45.1%0.242%
10/12/2023 HBW Advisory Services LLC7,454$206K0.0%N/A0.116%
10/11/2023 Worth Asset Management LLC79,721$2.20M1.8%+93.1%1.236%
10/11/2023 AE Wealth Management LLC35,944$993K0.0%N/A0.557%
10/11/2023 CWM LLC1,613$45K0.0%-42.9%0.025%
8/10/2023Cetera Advisor Networks LLC239,412$6.35M0.0%-25.5%3.712%
8/8/2023 Nvwm LLC15,212$403K0.1%-21.5%0.236%
8/8/2023 Brown Wealth Management LLC32,827$871K0.5%N/A0.509%
8/4/2023 Summit Place Financial Advisors LLC199,432$5.29M3.4%+38.5%3.092%
8/4/2023 Envestnet Asset Management Inc.286,968$7.61M0.0%-28.5%4.449%
8/3/2023 Atomi Financial Group Inc.14,042$372K0.2%N/A0.218%
8/3/2023 CWM LLC2,823$75K0.0%+44.0%0.044%
8/3/2023 NewSquare Capital LLC68,260$1.81M0.2%+4.6%1.058%
8/1/2023 Truist Financial Corp55,786$1.48M0.0%+0.8%0.865%
7/25/2023 Ameritas Advisory Services LLC71,080$1.88M0.2%+18.5%0.532%
7/20/2023 Osborne Partners Capital Management LLC435,573$11.55M0.8%+4.4%3.263%
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7/20/2023 PFG Advisors248,954$6.60M0.5%+15.3%1.865%
7/19/2023 TAP Consulting LLC30,404$806K0.2%N/A0.228%
7/13/2023 Veery Capital LLC10,765$285K0.1%N/A0.081%
7/13/2023 GenWealth Group Inc.459,600$12.19M3.5%+0.7%3.443%
7/11/2023 Worth Asset Management LLC41,293$1.10M0.8%-51.8%0.309%
5/22/2023 Raleigh Capital Management Inc.28,873$753K0.4%-52.7%0.212%
5/15/2023 Dravo Bay LLC56,323$1.47M1.1%N/A0.413%
5/12/2023 Sei Investments Co.2,301,357$59.99M0.1%+23.3%16.860%
5/12/2023 NewEdge Advisors LLC53,456$1.39M0.0%+5.9%0.392%
5/12/2023 Cahill Financial Advisors Inc.12,438$324K0.1%+6.8%0.091%
(Data available from 1/1/2016 forward)

USDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USDU shares?

During the previous two years, 70 institutional investors and hedge funds held shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund. The most heavily invested institutionals were Sei Investments Co. ($59.99M), Flagship Harbor Advisors LLC ($42.91M), Jane Street Group LLC ($17.34M), Stifel Financial Corp ($14.38M), GenWealth Group Inc. ($14.34M), Osborne Partners Capital Management LLC ($12.15M), and Envestnet Asset Management Inc. ($10.69M).Learn more on USDU's institutional investors.

Which institutional investors have been buying WisdomTree Bloomberg U.S. Dollar Bullish Fund stock?

Of the 63 institutional investors that purchased WisdomTree Bloomberg U.S. Dollar Bullish Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($2.30M), Flagship Harbor Advisors LLC ($1.62M), HighTower Advisors LLC ($719.16K), Stifel Financial Corp ($494.66K), Osborne Partners Capital Management LLC ($458.42K), Envestnet Asset Management Inc. ($447.55K), and Jane Street Group LLC ($339.08K).

How much institutional buying is happening at WisdomTree Bloomberg U.S. Dollar Bullish Fund?

Institutional investors have bought a total of 9,931,123 shares in the last 24 months. This purchase volume represents approximately $262.93M in transactions.

Which WisdomTree Bloomberg U.S. Dollar Bullish Fund major shareholders have been selling company stock?

Of the 32 institutional investors that sold WisdomTree Bloomberg U.S. Dollar Bullish Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($1.65M), Worth Asset Management LLC ($640.16K), Jane Street Group LLC ($521.70K), HighTower Advisors LLC ($441.64K), McElhenny Sheffield Capital Management LLC ($419.13K), Accurate Wealth Management LLC ($418.90K), and LPL Financial LLC ($222.07K).

How much institutional selling is happening at WisdomTree Bloomberg U.S. Dollar Bullish Fund?

Institutional investors have sold a total of 4,942,344 shares in the last 24 months. This volume of shares sold represents approximately $129.88M in transactions.



This page (NYSEARCA:USDU) was last updated on 12/22/2024 by MarketBeat.com Staff
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