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

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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)
31
Total
Institutional Inflows
(last 12 months)
$63.31M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$10.62M
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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
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%
5/7/2024 Significant Wealth Partners LLC47,512$1.25M0.8%N/A0.601%
5/7/2024 PFG Advisors274,881$7.20M0.5%-15.4%3.480%
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%
2/1/2024 Larson Financial Group LLC4,619$116K0.0%N/A0.072%
1/31/2024 Resonant 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%
1/22/2024 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%
11/13/2023Stifel 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%
10/16/2023 Columbus 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%
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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%
10/11/2023 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%
7/25/2023Ameritas 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%
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%
5/12/2023NewEdge 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%
5/11/2023 Nvwm LLC19,385$505K0.2%N/A0.142%
5/11/2023 Beaumont Capital Management LLC97,133$2.53M1.8%-1.4%0.712%
5/11/2023 Envestnet Asset Management Inc.401,459$10.47M0.0%-5.3%2.941%
5/10/2023 LPL Financial LLC162,085$4.23M0.0%-45.1%1.187%
5/9/2023Aptus Capital Advisors LLC90,499$2.36M0.1%-48.6%0.663%
5/8/2023 L.M. Kohn & Company58,139$1.52M0.6%N/A0.426%
5/5/2023 Truist Financial Corp55,317$1.44M0.0%+1.2%0.405%
5/5/2023 Assetmark Inc.784,291$20.45M0.1%-5.2%5.746%
5/3/2023 Aveo Capital Partners LLC14,158$369K0.0%-11.1%0.104%
5/2/2023 Venturi Wealth Management LLC1,655$43K0.0%N/A0.012%
5/2/2023V Wealth Advisors LLC13,299$347K0.1%N/A0.097%
5/1/2023 NewSquare Capital LLC65,265$1.70M0.2%-1.2%0.478%
5/1/2023 CWM LLC1,960$51K0.0%-21.2%0.014%
4/28/2023Ameritas Advisory Services LLC59,992$1.56M0.1%-9.3%0.440%
4/28/2023 Summit Place Financial Advisors LLC143,977$3.75M2.7%+5.7%1.055%
4/27/2023 Simplex Trading LLC1,000$26K0.0%-104.2%0.007%
4/24/2023 Osborne Partners Capital Management LLC417,307$10.88M0.8%+6.7%3.057%
4/21/2023 PFG Advisors215,924$5.63M0.5%N/A1.582%
4/19/2023 Peak Financial Advisors LLC216,017$5.63M4.8%+25.4%1.583%
4/18/2023IFP Advisors Inc1,000$26K0.0%-96.6%0.007%
4/14/2023AE Wealth Management LLC74,332$1.94M0.0%+208.1%0.612%
4/13/2023 Accurate Wealth Management LLC20,303$530K0.2%-94.6%0.167%
4/13/2023 McElhenny Sheffield Capital Management LLC315,500$8.23M4.3%-50.7%2.597%
4/12/2023 Worth Asset Management LLC85,743$2.24M1.7%-39.6%0.706%
4/11/2023 GenWealth Group Inc.456,242$11.89M3.6%+16.0%3.755%
2/10/2023 Sei Investments Co.1,866,920$48.63M0.1%N/A14.143%
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2/10/2023Ameritas Advisory Services LLC66,161$1.72M0.1%+14.7%0.501%
2/10/2023 Assetmark Inc.827,747$21.56M0.1%+2.2%6.271%
2/10/2023 Advisor Group Holdings Inc.199,598$5.20M0.0%+252.8%1.512%
2/9/2023 Beaumont Capital Management LLC98,519$2.57M1.8%+3.1%0.746%
2/9/2023 HighTower Advisors LLC62,205$1.60M0.0%-81.6%0.471%
2/8/2023 Interactive Financial Advisors6,968$182K0.1%+7.6%0.053%
2/8/2023 UBS Group AG343,663$8.95M0.0%+374.2%2.604%
2/7/2023Commonwealth Equity Services LLC21,988$572K0.0%-16.1%0.167%
2/7/2023 Raleigh Capital Management Inc.61,057$1.59M0.8%-11.8%0.463%
2/7/2023 LPL Financial LLC295,435$7.70M0.0%-23.1%2.238%
(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, 78 institutional investors and hedge funds held shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund. The most heavily invested institutionals were 3EDGE Asset Management LP ($63.05M), Sei Investments Co. ($59.99M), Exchange Traded Concepts LLC ($55.21M), HighTower Advisors LLC ($22.16M), Cornerstone Wealth Group LLC ($15.31M), Stifel Financial Corp ($14.38M), and GenWealth Group Inc. ($13.14M).Learn more on USDU's institutional investors.

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

Of the 74 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), 3EDGE Asset Management LP ($2.12M), Exchange Traded Concepts LLC ($1.98M), HighTower Advisors LLC ($719.16K), Cornerstone Wealth Group LLC ($513.95K), GenWealth Group Inc. ($496.34K), and Stifel Financial Corp ($494.66K).

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

Institutional investors have bought a total of 13,133,952 shares in the last 24 months. This purchase volume represents approximately $363.11M in transactions.

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

Of the 30 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: Worth Asset Management LLC ($640.16K), McElhenny Sheffield Capital Management LLC ($531.66K), Accurate Wealth Management LLC ($431.59K), HighTower Advisors LLC ($276.03K), Assetmark Inc. ($230.90K), LPL Financial LLC ($222.07K), and Envestnet Asset Management Inc. ($199.32K).

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

Institutional investors have sold a total of 2,972,999 shares in the last 24 months. This volume of shares sold represents approximately $78.88M in transactions.


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This page (NYSEARCA:USDU) was last updated on 5/15/2024 by MarketBeat.com Staff

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