Purchases and Sales Made in Q1 2024 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237KNew |
$6M - $6.22M
|
237K
$6.77M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 225.27% |
$2.66M - $2.75M
|
152K
$4.32M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
94.2K+ 32826.83% |
$2.38M - $2.47M
|
94.5K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
93.2KNew |
$2.36M - $2.44M
|
93.2K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
63.7K+ 681.91% |
$1.61M - $1.67M
|
73K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
54.3K+ 658.16% |
$1.37M - $1.42M
|
62.5K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
48.9KNew |
$1.24M - $1.28M
|
48.9K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
47.5KNew |
$1.2M - $1.24M
|
47.5K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.6K+ 26.65% |
$1.15M - $1.2M
|
217K
$6.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
36.7K+ 7.91% |
$930K - $963K
|
501K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
33.8K+ 26.95% |
$855K - $885K
|
159K
$4.54M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
9.54KNew |
$241K - $250K
|
9.54K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
9.17K+ 15.86% |
$232K - $240K
|
67K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
6.91K+ 27.76% |
$175K - $181K
|
31.8K
$907K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6.16K+ 18.55% |
$156K - $161K
|
39.4K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 2.31% |
$119K - $123K
|
208K
$5.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.3K+ 0.75% |
$83.6K - $86.6K
|
446K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
3.23K+ 4.69% |
$81.6K - $84.5K
|
72.1K
$2.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
975New |
$24.7K - $25.5K
|
975
$27.8K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
271+ 42.74% |
$6.86K - $7.1K
|
905
$25.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100+ 166.67% |
$2.53K - $2.62K
|
160
$4.56K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83New |
$2.1K - $2.17K
|
83
$2.37K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 1.69% |
$127 - $131
|
300
$8.56K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-48- 61.54% |
$1.21K - $1.26K
|
30
$856
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-64- 0.47% |
$1.62K - $1.68K
|
13.6K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-65- 56.52% |
$1.64K - $1.7K
|
50
$1.43K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-75- 40.54% |
$1.9K - $1.97K
|
110
$3.14K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-256- 0.14% |
$6.48K - $6.71K
|
181K
$5.15M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-306- 68.61% |
$7.74K - $8.02K
|
140
$3.99K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-733- 24.11% |
$18.5K - $19.2K
|
2.31K
$65.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.29K- 79.91% |
$32.6K - $33.8K
|
324
$9.24K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.43K- 51.34% |
$61.6K - $63.8K
|
2.31K
$65.8K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.42K- 7.2% |
$86.5K - $89.6K
|
44.1K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.64K- 1.52% |
$92.1K - $95.4K
|
235K
$6.72M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.73K- 31.38% |
$94.4K - $97.8K
|
8.16K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.88K- 3.78% |
$98.3K - $102K
|
99K
$2.82M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.28K- 5.67% |
$108K - $112K
|
71.2K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.78K- 25.23% |
$172K - $178K
|
20.1K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-20.9K- 54.52% |
$528K - $546K
|
17.4K
$496K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21K- 35.97% |
$531K - $550K
|
37.4K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 20.49% |
$648K - $671K
|
99.4K
$2.83M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.4K- 41.45% |
$669K - $693K
|
37.4K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.4K- 41.45% |
$669K - $693K
|
37.4K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-49.9K- 15.35% |
$1.26M - $1.31M
|
275K
$7.84M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55K- 59.36% |
$1.39M - $1.44M
|
37.7K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-522K- 46.48% |
$13.2M - $13.7M
|
601K
$17.1M
|