Purchases and Sales Made in Q1 2023 in Wisdomtree Bloomberg U.S. Doll (USDU)

USDU Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE BLOOMBERG U.S. DOLL.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
434K
+ 23.27%
$11M - $11.6M
2.3M $65.6M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
216K
New
$5.48M - $5.75M
216K $6.16M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
119K
+ 77.7%
$3.02M - $3.17M
272K $7.76M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
97.6K
+ 48.92%
$2.48M - $2.6M
297K $8.48M
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
92.7K
+ 32.7%
$2.35M - $2.47M
376K $10.7M
Apr 11, 2023 Q1 2023
Gen Wealth Group, Inc.

BUY
 -
63.1K
+ 16.04%
$1.6M - $1.68M
456K $13M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
58.1K
New
$1.47M - $1.55M
58.1K $1.66M
May 15, 2023 Q1 2023
Dravo Bay LLC

Wilmington, DE
BUY
 -
56.3K
New
$1.43M - $1.5M
56.3K $1.61M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
50.2K
+ 208.09%
$1.27M - $1.34M
74.3K $2.12M
Apr 18, 2023 Q1 2023
Peak Financial Advisors LLC

BUY
 -
43.8K
+ 25.43%
$1.11M - $1.17M
216K $6.16M
Apr 24, 2023 Q1 2023
Osborne Partners Capital Management, LLC

BUY
 -
26.3K
+ 6.72%
$666K - $699K
417K $11.9M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
24.2K
+ 11.28%
$613K - $643K
238K $6.79M
May 11, 2023 Q1 2023
Nvwm, LLC

BUY
 -
19.4K
New
$492K - $516K
19.4K $553K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
16.6K
+ 5.44%
$421K - $442K
321K $9.17M
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
13.3K
New
$337K - $354K
13.3K $379K
Apr 28, 2023 Q1 2023
Summit Place Financial Advisors, LLC

BUY
 -
7.74K
+ 5.68%
$196K - $206K
144K $4.11M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3K
+ 5.94%
$76K - $79.8K
53.5K $1.52M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.66K
New
$42K - $44.1K
1.66K $47.2K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
918
+ 1119.51%
$23.3K - $24.4K
1K $28.5K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
789
+ 6.77%
$20K - $21K
12.4K $355K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
639
+ 1.17%
$16.2K - $17K
55.3K $1.58M
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
623
New
$15.8K - $16.6K
623 $17.8K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
600
New
$15.2K - $16K
600 $17.1K
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
339
New
$8.6K - $9.02K
339 $9.67K
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
186
New
$4.72K - $4.95K
186 $5.3K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
120
New
$3.04K - $3.19K
120 $3.42K
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
48
New
$1.22K - $1.28K
48 $1.37K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3
New
$76.1 - $79.9
3 $85.6
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-2
- 0.87%
$50.7 - $53.2
228 $6.5K
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

SELL
 -
-120
- 1.03%
$3.04K - $3.19K
11.5K $329K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
SELL
 -
-304
- 78.15%
$7.71K - $8.09K
85 $2.42K
Apr 25, 2023 Q1 2023
James Investment Research Inc

SELL
 -
-475
- 50.0%
$12.1K - $12.6K
475 $13.5K
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-527
- 21.19%
$13.4K - $14K
1.96K $55.9K
May 01, 2023 Q1 2023
New Square Capital LLC

SELL
 -
-790
- 1.2%
$20K - $21K
65.3K $1.86M
May 11, 2023 Q1 2023
Beaumont Capital Management, LLC

Boston, MA
SELL
 -
-1.39K
- 1.41%
$35.2K - $36.9K
97.1K $2.77M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

SELL
 -
-1.77K
- 11.09%
$44.8K - $47K
14.2K $404K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-6.17K
- 9.32%
$157K - $164K
60K $1.71M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-6.99K
- 11.24%
$177K - $186K
55.2K $1.57M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-7.72K
- 78.3%
$196K - $206K
2.14K $61K
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-8.58K
- 2.5%
$218K - $228K
335K $9.56M
May 11, 2023 Q1 2023
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-18.2K
- 56.37%
$461K - $484K
14.1K $401K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

SELL
 -
-22.5K
- 5.32%
$572K - $600K
401K $11.4M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-28.5K
- 96.6%
$722K - $757K
1K $28.5K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-32.2K
- 52.71%
$817K - $857K
28.9K $823K
May 05, 2023 Q1 2023
Assetmark, Inc

SELL
 -
-43.5K
- 5.25%
$1.1M - $1.16M
784K $22.4M
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

SELL
 -
-56.3K
- 39.63%
$1.43M - $1.5M
85.7K $2.45M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-62.5K
- 11.27%
$1.58M - $1.66M
492K $14M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-65.3K
- 69.07%
$1.66M - $1.74M
29.2K $833K

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