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

WisdomTree Bloomberg U.S. Dollar Bullish Fund logo
$27.57 -0.27 (-0.97%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Bloomberg U.S. Dollar Bullish Fund (NYSEARCA:USDU)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$98.48M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$68.45M
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USDU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Whalen Wealth Management Inc.63,948$1.77M1.2%N/A0.809%
1/16/2025 Moulton Wealth Management Inc.11,700$324K0.2%-54.1%0.148%
1/15/2025 GenWealth Group Inc.559,129$15.47M3.5%+3.4%7.078%
1/15/2025 Ameritas Advisory Services LLC90,449$2.50M0.1%+9.5%1.145%
1/13/2025 Matrix Trust Co3,287$91K0.0%N/A0.042%
1/10/2025 HBW Advisory Services LLC14,824$410K0.1%N/A0.188%
1/8/2025 Worth Asset Management LLC32,718$905K0.5%N/A0.414%
12/26/2024JPMorgan Chase & Co.79,794$2.12M0.0%-43.9%1.010%
11/15/2024Jane Street Group LLC653,560$17.34M0.0%+107.8%8.273%
11/15/2024HighTower Advisors LLC50,883$1.35M0.0%-76.5%0.644%
11/15/2024Hilltop Holdings Inc.42,913$1.14M0.1%N/A0.543%
11/14/2024Flow Traders U.S. LLC38,476$1.02M0.1%+392.5%0.487%
11/13/2024Avestar Capital LLC79,267$2.10M0.2%-10.6%1.003%
11/13/2024Bank of Montreal Can120,750$3.20M0.0%+632.2%1.528%
11/7/2024Napa Wealth Management33,717$895K0.4%N/A0.427%
11/6/2024 Veery Capital LLC8,005$212K0.1%-74.9%0.101%
11/1/2024Assetmark Inc.1,598$42K0.0%-99.9%0.020%
10/24/2024Summit Place Financial Advisors LLC197,941$5.25M2.9%-4.9%2.506%
10/23/2024Osborne Partners Capital Management LLC458,069$12.15M0.7%+2.3%5.798%
10/21/2024Flagship Harbor Advisors LLC1,617,224$42.91M2.4%N/A20.471%
10/18/2024 Moulton 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%
10/11/2024VitalStone Financial LLC79,493$2.11M1.4%-11.6%1.006%
10/9/2024TAP Consulting LLC53,173$1.41M0.3%+13.5%0.673%
8/22/2024Cetera Investment Advisers236,136$6.40M0.0%-0.5%2.989%
8/16/2024Ascent Group LLC14,008$379K0.0%N/A0.177%
8/14/2024Bank of Montreal Can16,491$447K0.0%-82.5%0.209%
8/9/2024Dravo Bay LLC73,329$1.99M1.1%+9.4%0.928%
8/8/2024Envestnet Asset Management Inc.394,555$10.69M0.0%+160.3%4.994%
8/8/2024PFG Advisors280,004$7.59M0.5%+1.9%3.544%
8/8/2024VitalStone Financial LLC89,903$2.44M1.8%+43.8%1.138%
8/6/2024TAP Consulting LLC46,837$1.27M0.3%+18.9%0.593%
8/6/2024Hanlon Investment Management Inc.12,972$351K0.1%N/A0.164%
8/2/2024Aveo Capital Partners LLC147,901$4.01M0.5%+984.1%1.872%
7/29/2024TrueMark Investments LLC14,467$392K0.1%N/A0.183%
7/17/2024 GenWealth Group Inc.505,516$13.69M3.4%+0.8%6.399%
7/16/2024Envestnet Portfolio Solutions Inc.14,629$396K0.0%N/A0.185%
7/16/2024 Moulton Wealth Management Inc.51,033$1.38M1.2%N/A0.646%
7/12/2024Sound Income Strategies LLC87,137$2.36M0.1%N/A1.103%
7/11/2024 Worth Asset Management LLC23,543$638K0.4%N/A0.298%
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7/10/2024Csenge Advisory Group35,030$949K0.1%N/A0.443%
7/5/2024 HBW Advisory Services LLC6,732$182K0.0%N/A0.085%
5/24/2024Cetera Investment Advisers237,264$6.22M0.0%N/A3.003%
5/16/2024Jane Street Group LLC600,675$15.74M0.0%-46.5%7.603%
5/14/2024Vident 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%
5/7/2024Significant Wealth Partners LLC47,512$1.25M0.8%N/A0.601%
5/7/2024PFG Advisors274,881$7.20M0.5%-15.4%3.480%
5/6/2024VitalStone Financial LLC62,541$1.64M1.3%+658.2%0.792%
4/30/2024Summit Place Financial Advisors LLC208,101$5.45M3.2%+2.3%2.634%
4/25/2024Osborne 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%
2/14/2024VitalStone Financial LLC8,249$207K0.2%N/A0.128%
2/13/2024Cetera Advisor Networks LLC239,103$6.00M0.0%-0.2%3.707%
2/9/2024Assetmark Inc.180,972$4.54M0.0%+15,018.8%2.806%
2/7/2024Summit Place Financial Advisors LLC203,396$5.11M3.3%+3.8%3.153%
2/6/2024Dravo Bay LLC57,848$1.45M1.0%-1.5%0.897%
2/6/2024Aveo Capital Partners LLC13,707$344K0.0%N/A0.213%
2/2/2024TAP Consulting LLC33,221$834K0.2%-2.9%0.515%
2/1/2024NewSquare 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%
1/23/2024 Householder Group Estate & Retirement Specialist LLC9,424$236K0.1%N/A0.146%
1/22/2024Osborne Partners Capital Management LLC442,385$11.11M0.7%-0.6%6.859%
1/19/2024PFG 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%
12/5/2023TAP Consulting LLC34,216$945K0.2%+12.5%0.530%
11/13/2023Stifel Financial Corp520,702$14.38M0.0%+1,899.5%8.073%
11/13/2023LPL Financial LLC129,101$3.57M0.0%N/A2.002%
11/9/2023 Atomi Financial Group Inc.16,708$461K0.2%+19.0%0.259%
11/8/2023Summit Place Financial Advisors LLC195,967$5.41M3.7%-1.7%3.038%
11/8/2023HighTower Advisors LLC802,136$22.16M0.0%+866.7%12.436%
11/7/2023Dravo Bay LLC58,745$1.62M1.2%+3.1%0.911%
11/4/2023Q3 Asset Management61,023$1.69M0.7%N/A0.946%
10/30/2023Nvwm LLC32,154$888K0.3%+111.4%0.499%
10/26/2023Osborne Partners Capital Management LLC444,857$12.29M0.9%+2.1%6.897%
10/16/2023Columbus Macro LLC34,211$945K0.4%N/A0.530%
10/13/2023PFG 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%
10/11/2023AE Wealth Management LLC35,944$993K0.0%N/A0.557%
10/11/2023CWM LLC1,613$45K0.0%-42.9%0.025%
8/10/2023Cetera Advisor Networks LLC239,412$6.35M0.0%-25.5%3.712%
8/8/2023Nvwm LLC15,212$403K0.1%-21.5%0.236%
8/8/2023Brown Wealth Management LLC32,827$871K0.5%N/A0.509%
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8/4/2023Summit Place Financial Advisors LLC199,432$5.29M3.4%+38.5%3.092%
8/4/2023Envestnet 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%
8/3/2023CWM LLC2,823$75K0.0%+44.0%0.044%
8/3/2023NewSquare Capital LLC68,260$1.81M0.2%+4.6%1.058%
8/1/2023Truist 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%
7/20/2023Osborne Partners Capital Management LLC435,573$11.55M0.8%+4.4%3.263%
7/20/2023PFG Advisors248,954$6.60M0.5%+15.3%1.865%
7/19/2023TAP Consulting LLC30,404$806K0.2%N/A0.228%
(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, 71 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), GenWealth Group Inc. ($15.47M), Stifel Financial Corp ($14.38M), 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 9,540,091 shares in the last 24 months. This purchase volume represents approximately $252.97M in transactions.

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

Of the 33 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), Jane Street Group LLC ($521.70K), HighTower Advisors LLC ($441.64K), Accurate Wealth Management LLC ($352.42K), McElhenny Sheffield Capital Management LLC ($324.08K), LPL Financial LLC ($222.07K), and Worth Asset Management LLC ($156.99K).

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

Institutional investors have sold a total of 4,373,935 shares in the last 24 months. This volume of shares sold represents approximately $115.13M in transactions.


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This page (NYSEARCA:USDU) was last updated on 1/21/2025 by MarketBeat.com Staff
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