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

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(As of 04/24/2024 ET)
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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)
36
Total
Institutional Inflows
(last 12 months)
$74.25M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$16.92M
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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
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%
2/2/2024 TAP 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%
1/23/2024Householder 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%
12/5/2023 TAP Consulting LLC34,216$945K0.2%+12.5%0.530%
11/13/2023Stifel Financial Corp520,702$14.38M0.0%+1,899.5%8.073%
11/13/2023LPL Financial LLC129,101$3.57M0.0%N/A2.002%
11/9/2023Atomi 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%
10/16/2023 Columbus 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%
10/11/2023 CWM LLC1,613$45K0.0%-42.9%0.025%
8/10/2023Cetera Advisor Networks LLC239,412$6.35M0.0%-25.5%3.712%
8/8/2023Nvwm LLC15,212$403K0.1%-21.5%0.236%
8/8/2023Brown Wealth Management LLC32,827$871K0.5%N/A0.509%
8/4/2023Summit Place Financial Advisors LLC199,432$5.29M3.4%+38.5%3.092%
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8/4/2023Envestnet Asset Management Inc.286,968$7.61M0.0%-28.5%4.449%
8/3/2023Atomi Financial Group Inc.14,042$372K0.2%N/A0.218%
8/3/2023 CWM 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%
7/25/2023Ameritas 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%
7/19/2023 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%
5/22/2023Raleigh Capital Management Inc.28,873$753K0.4%-52.7%0.212%
5/15/2023Dravo Bay LLC56,323$1.47M1.1%N/A0.413%
5/12/2023Sei 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%
5/12/2023Cahill Financial Advisors Inc.12,438$324K0.1%+6.8%0.091%
5/11/2023Nvwm LLC19,385$505K0.2%N/A0.142%
5/11/2023Beaumont Capital Management LLC97,133$2.53M1.8%-1.4%0.712%
5/11/2023Envestnet Asset Management Inc.401,459$10.47M0.0%-5.3%2.941%
5/10/2023LPL Financial LLC162,085$4.23M0.0%-45.1%1.187%
5/9/2023Aptus Capital Advisors LLC90,499$2.36M0.1%-48.6%0.663%
5/8/2023L.M. Kohn & Company58,139$1.52M0.6%N/A0.426%
5/5/2023Truist Financial Corp55,317$1.44M0.0%+1.2%0.405%
5/5/2023Assetmark Inc.784,291$20.45M0.1%-5.2%5.746%
5/3/2023Aveo 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%
5/1/2023NewSquare 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%
4/28/2023Summit Place Financial Advisors LLC143,977$3.75M2.7%+5.7%1.055%
4/27/2023Simplex Trading LLC1,000$26K0.0%-104.2%0.007%
4/24/2023Osborne Partners Capital Management LLC417,307$10.88M0.8%+6.7%3.057%
4/21/2023PFG 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%
2/10/2023Sei Investments Co.1,866,920$48.63M0.1%N/A14.143%
2/10/2023Ameritas Advisory Services LLC66,161$1.72M0.1%+14.7%0.501%
2/10/2023Assetmark Inc.827,747$21.56M0.1%+2.2%6.271%
2/10/2023Advisor Group Holdings Inc.199,598$5.20M0.0%+252.8%1.512%
2/9/2023Beaumont Capital Management LLC98,519$2.57M1.8%+3.1%0.746%
2/9/2023HighTower Advisors LLC62,205$1.60M0.0%-81.6%0.471%
2/8/2023Interactive Financial Advisors6,968$182K0.1%+7.6%0.053%
2/8/2023UBS Group AG343,663$8.95M0.0%+374.2%2.604%
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2/7/2023Commonwealth Equity Services LLC21,988$572K0.0%-16.1%0.167%
2/7/2023Raleigh Capital Management Inc.61,057$1.59M0.8%-11.8%0.463%
2/7/2023LPL Financial LLC295,435$7.70M0.0%-23.1%2.238%
2/7/2023IFP Advisors Inc29,450$801K0.0%+138.9%0.223%
2/7/2023Envestnet Asset Management Inc.424,004$11.05M0.0%+93.3%3.212%
2/3/2023Aveo Capital Partners LLC15,924$415K0.1%-12.9%0.121%
1/31/2023AE Wealth Management LLC24,127$629K0.0%N/A0.183%
1/30/2023James Investment Research Inc.950$25K0.0%N/A0.007%
1/27/2023Summit Place Financial Advisors LLC136,237$3.55M2.9%-4.2%1.032%
1/24/2023Sigma Planning Corp98,630$2.57M0.1%+4.8%0.753%
(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, 80 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 76 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 14,097,049 shares in the last 24 months. This purchase volume represents approximately $388.64M in transactions.

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

Of the 29 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 ($288.69K), 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 2,934,041 shares in the last 24 months. This volume of shares sold represents approximately $77.86M in transactions.


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This page (NYSEARCA:USDU) was last updated on 4/25/2024 by MarketBeat.com Staff

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