Purchases and Sales Made in Q2 2023 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
55.5K+ 38.52% |
$1.43M - $1.48M
|
199K
$5.69M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
34.6KNew |
$889K - $923K
|
34.6K
$986K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
33K+ 15.3% |
$849K - $881K
|
249K
$7.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
32.8KNew |
$844K - $876K
|
32.8K
$936K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
30.4KNew |
$781K - $811K
|
30.4K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.8K+ 50.28% |
$713K - $741K
|
83K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
26.1KNew |
$671K - $697K
|
26.1K
$745K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
18.3K+ 4.38% |
$469K - $487K
|
436K
$12.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14KNew |
$361K - $375K
|
14K
$400K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.1K+ 18.48% |
$285K - $296K
|
71.1K
$2.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
10.8KNew |
$277K - $287K
|
10.8K
$307K
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.36K+ 0.74% |
$86.3K - $89.6K
|
460K
$13.1M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
3K+ 4.59% |
$77K - $79.9K
|
68.3K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
863+ 44.03% |
$22.2K - $23K
|
2.82K
$80.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
644+ 1.14% |
$16.6K - $17.2K
|
57K
$1.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
499New |
$12.8K - $13.3K
|
499
$14.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
469+ 0.85% |
$12.1K - $12.5K
|
55.8K
$1.59M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
125New |
$3.21K - $3.34K
|
125
$3.57K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
112New |
$2.88K - $2.99K
|
112
$3.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
80New |
$2.06K - $2.13K
|
80
$2.28K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
43+ 1433.33% |
$1.11K - $1.15K
|
46
$1.31K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
20+ 50.0% |
$514 - $534
|
60
$1.71K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-27- 7.96% |
$694 - $720
|
312
$8.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-200- 33.33% |
$5.14K - $5.34K
|
400
$11.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-459- 4.1% |
$11.8K - $12.2K
|
10.7K
$306K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-480- 77.05% |
$12.3K - $12.8K
|
143
$4.08K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-696- 32.52% |
$17.9K - $18.6K
|
1.44K
$41.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-4.17K- 21.53% |
$107K - $111K
|
15.2K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.96K- 1.31% |
$153K - $159K
|
450K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.1K- 65.62% |
$901K - $936K
|
18.4K
$524K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-44.5K- 51.84% |
$1.14M - $1.19M
|
41.3K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-45.4K- 19.07% |
$1.17M - $1.21M
|
193K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.7K- 70.65% |
$1.2M - $1.24M
|
19.4K
$553K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-82K- 25.52% |
$2.11M - $2.19M
|
239K
$6.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-114K- 28.52% |
$2.94M - $3.05M
|
287K
$8.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-119K- 43.88% |
$3.07M - $3.18M
|
153K
$4.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-133K- 35.45% |
$3.43M - $3.56M
|
243K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-143K- 29.09% |
$3.68M - $3.82M
|
349K
$9.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-280K- 83.56% |
$7.2M - $7.47M
|
55.1K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-286K- 96.23% |
$7.35M - $7.63M
|
11.2K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-301K- 92.03% |
$7.72M - $8.02M
|
26K
$743K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-783K- 99.83% |
$20.1M - $20.9M
|
1.33K
$37.8K
|