Purchases and Sales Made in Q1 2025 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q1 2025. 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 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
302K+ 741.44% |
$8.12M - $8.43M
|
342K
$8.83M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
183KNew |
$4.93M - $5.12M
|
183K
$4.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
179KNew |
$4.83M - $5.01M
|
179K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 139.89% |
$2.71M - $2.82M
|
173K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.6K+ 1382.19% |
$2.44M - $2.53M
|
97.1K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
72.8KNew |
$1.96M - $2.03M
|
72.8K
$1.88M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
68K+ 51.01% |
$1.83M - $1.9M
|
201K
$5.19M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
62.6K+ 61.25% |
$1.68M - $1.75M
|
165K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
59KNew |
$1.59M - $1.65M
|
59K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.6KNew |
$1.33M - $1.38M
|
49.6K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
39K+ 333.5% |
$1.05M - $1.09M
|
50.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.5K+ 326.91% |
$874K - $907K
|
42.4K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
32.1KNew |
$864K - $897K
|
32.1K
$828K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
30.8KNew |
$829K - $861K
|
30.8K
$795K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
28.2K+ 415.77% |
$758K - $787K
|
34.9K
$901K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
23.5K+ 4.19% |
$631K - $655K
|
583K
$15M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17.6KNew |
$474K - $492K
|
17.6K
$454K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 8.09% |
$426K - $443K
|
212K
$5.46M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
12KNew |
$322K - $334K
|
12K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
11.4K+ 2.47% |
$307K - $319K
|
473K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.3KNew |
$304K - $315K
|
11.3K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5.67KNew |
$153K - $158K
|
5.67K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.5K+ 41.58% |
$148K - $154K
|
18.7K
$483K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
723+ 5.01% |
$19.4K - $20.2K
|
15.2K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
600New |
$16.1K - $16.8K
|
600
$15.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
547New |
$14.7K - $15.3K
|
547
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
328New |
$8.82K - $9.16K
|
328
$8.46K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
67New |
$1.8K - $1.87K
|
67
$1.73K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43+ 3.29% |
$1.16K - $1.2K
|
1.35K
$34.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40Closed |
$1.08K - $1.12K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-93- 1.06% |
$2.5K - $2.6K
|
8.68K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-199- 81.89% |
$5.35K - $5.56K
|
44
$1.13K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-205- 59.94% |
$5.51K - $5.73K
|
137
$3.53K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-456- 4.19% |
$12.3K - $12.7K
|
10.4K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.18K- 73.93% |
$31.7K - $33K
|
416
$10.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.62K- 8.0% |
$70.4K - $73.1K
|
30.1K
$776K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.74K- 3.66% |
$73.6K - $76.4K
|
72.1K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.51K- 1.8% |
$121K - $126K
|
246K
$6.34M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.03K- 40.97% |
$162K - $168K
|
8.69K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-11.7K- 15.3% |
$315K - $327K
|
64.9K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.8K- 96.5% |
$370K - $385K
|
500
$12.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36K- 12.71% |
$969K - $1.01M
|
247K
$6.38M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-64.7K- 88.75% |
$1.74M - $1.81M
|
8.21K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-70.8K- 93.48% |
$1.91M - $1.98M
|
4.94K
$128K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75.5K- 17.39% |
$2.03M - $2.11M
|
359K
$9.25M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-77.7K- 96.52% |
$2.09M - $2.17M
|
2.8K
$72.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-85.2K- 86.68% |
$2.29M - $2.38M
|
13.1K
$338K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-173K- 77.08% |
$4.64M - $4.82M
|
51.3K
$1.32M
|