Purchases and Sales Made in Q2 2022 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.98MNew |
$52.4M - $55.7M
|
1.98M
$55.5M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
369KNew |
$9.79M - $10.4M
|
369K
$10.4M
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
217KNew |
$5.74M - $6.1M
|
217K
$6.09M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 44.31% |
$5.28M - $5.61M
|
649K
$18.2M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
192KNew |
$5.1M - $5.41M
|
192K
$5.4M
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
122K+ 24.21% |
$3.22M - $3.42M
|
624K
$17.5M
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
118KNew |
$3.11M - $3.31M
|
118K
$3.3M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.5KNew |
$2.5M - $2.66M
|
94.5K
$2.65M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
75.1KNew |
$1.99M - $2.11M
|
75.1K
$2.11M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63K+ 45.77% |
$1.67M - $1.77M
|
201K
$5.63M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61.5KNew |
$1.63M - $1.73M
|
61.5K
$1.73M
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
50.6KNew |
$1.34M - $1.42M
|
50.6K
$1.42M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
40.4KNew |
$1.07M - $1.14M
|
40.4K
$1.13M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
36.6K+ 2063.32% |
$970K - $1.03M
|
38.4K
$1.08M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35.4K+ 24.2% |
$938K - $996K
|
182K
$5.1M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.4K+ 116.46% |
$698K - $742K
|
49K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.7K+ 7.39% |
$681K - $723K
|
373K
$10.5M
|
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
20.8KNew |
$552K - $586K
|
20.8K
$585K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$416K - $441K
|
15.7K
$440K
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
13.2KNew |
$350K - $372K
|
13.2K
$371K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.1KNew |
$321K - $341K
|
12.1K
$340K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.02KNew |
$239K - $254K
|
9.02K
$253K
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8.72KNew |
$231K - $245K
|
8.72K
$245K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.21KNew |
$191K - $203K
|
7.21K
$202K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.55KNew |
$93.9K - $99.8K
|
3.55K
$99.6K
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
2.62K+ 4.0% |
$69.4K - $73.7K
|
68.1K
$1.91M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.48K+ 159.37% |
$65.8K - $69.9K
|
4.04K
$113K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.08K+ 3.4% |
$55.1K - $58.5K
|
63.3K
$1.78M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7KNew |
$44.9K - $47.7K
|
1.7K
$47.6K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33KNew |
$35.2K - $37.3K
|
1.33K
$37.3K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.18KNew |
$31.2K - $33.1K
|
1.18K
$33K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.06KNew |
$28.1K - $29.9K
|
1.06K
$29.8K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
871+ 0.41% |
$23.1K - $24.5K
|
214K
$6M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
703+ 5.13% |
$18.6K - $19.8K
|
14.4K
$404K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
616+ 10.82% |
$16.3K - $17.3K
|
6.31K
$177K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
477+ 1.44% |
$12.6K - $13.4K
|
33.7K
$945K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
233New |
$6.17K - $6.56K
|
233
$6.54K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$26.5 - $28.1
|
1
$28.1
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-83Closed |
$2.2K - $2.34K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-231Closed |
$6.12K - $6.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-245- 0.67% |
$6.49K - $6.89K
|
36.5K
$1.02M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-483Closed |
$12.8K - $13.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33KClosed |
$35.2K - $37.3K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-1.68K- 3.05% |
$44.4K - $47.1K
|
53.3K
$1.5M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-6.53K- 46.84% |
$173K - $184K
|
7.41K
$208K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.98KClosed |
$211K - $225K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-12.7K- 3.11% |
$336K - $357K
|
395K
$11.1M
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-16.3KClosed |
$431K - $458K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-16.8K- 9.56% |
$444K - $472K
|
159K
$4.46M
|