Institutional Ownership Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 4.07 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
600,675
shares
|
$16.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 46.48%
|
|
|
Gen Wealth Group, Inc.
|
Apr 11, 2024 Q1 2024 |
501,458
shares
|
$13.6 Million
3.33% of portfolio
|
Q1 2024
Added 7.91%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 25, 2024 Q1 2024 |
445,689
shares
|
$12.1 Million
0.72% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
274,881
shares
|
$7.45 Million
0.53% of portfolio
|
Q1 2024
Reduced 15.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
237,264
shares
|
$6.43 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
216,840
shares
|
$5.87 Million
0.0% of portfolio
|
Q1 2024
Added 26.65%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
208,101
shares
|
$5.64 Million
3.37% of portfolio
|
Q1 2024
Added 2.31%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
180,716
shares
|
$4.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 14, 2024 Q1 2024 |
159,155
shares
|
$4.31 Million
0.09% of portfolio
|
Q1 2024
Added 26.95%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
151,603
shares
|
$4.11 Million
0.0% of portfolio
|
Q1 2024
Added 225.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
99,354
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.49%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 10, 2024 Q1 2024 |
98,982
shares
|
$2.68 Million
1.91% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
94,500
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2023
Reduced 69.07%
|
|
|
Avestar Capital, LLC
|
May 10, 2024 Q1 2024 |
93,218
shares
|
$2.53 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
73,038
shares
|
$1.98 Million
0.08% of portfolio
|
Q1 2024
Added 681.91%
|
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
72,059
shares
|
$1.95 Million
0.17% of portfolio
|
Q1 2024
Added 4.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
71,167
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Apr 29, 2024 Q1 2024 |
67,020
shares
|
$1.82 Million
1.04% of portfolio
|
Q1 2024
Added 15.86%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
62,541
shares
|
$1.69 Million
1.25% of portfolio
|
Q1 2024
Added 658.16%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Apr 19, 2024 Q1 2024 |
48,932
shares
|
$1.33 Million
1.02% of portfolio
|
Q1 2024
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
May 07, 2024 Q1 2024 |
47,512
shares
|
$1.29 Million
0.82% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
44,052
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.2%
|
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
39,385
shares
|
$1.07 Million
0.23% of portfolio
|
Q1 2024
Added 18.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
37,686
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 59.36%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
37,362
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 41.45%
|
|