Purchases and Sales Made in Q3 2023 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
719K+ 866.7% |
$18.6M - $19.9M
|
802K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
495K+ 1899.47% |
$12.8M - $13.7M
|
521K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
237K+ 155.24% |
$6.12M - $6.57M
|
390K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
159KNew |
$4.12M - $4.42M
|
159K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
129KNew |
$3.33M - $3.58M
|
129K
$3.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
61KNew |
$1.58M - $1.69M
|
61K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
57KNew |
$1.47M - $1.58M
|
57K
$1.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
46.9K+ 18.82% |
$1.21M - $1.3M
|
296K
$8.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.3K+ 23.49% |
$1.17M - $1.26M
|
238K
$6.69M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.8K+ 211.17% |
$1M - $1.08M
|
57.2K
$1.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
38.4K+ 93.06% |
$992K - $1.07M
|
79.7K
$2.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
35.9KNew |
$928K - $996K
|
35.9K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
34.2KNew |
$883K - $948K
|
34.2K
$961K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
34K+ 27.15% |
$879K - $944K
|
159K
$4.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.1KNew |
$442K - $474K
|
17.1K
$481K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
16.9K+ 111.37% |
$437K - $470K
|
32.2K
$903K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.8KNew |
$407K - $437K
|
15.8K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5KNew |
$401K - $430K
|
15.5K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
13.6K+ 2.96% |
$351K - $377K
|
473K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.37KNew |
$242K - $260K
|
9.37K
$263K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9.28K+ 2.13% |
$240K - $257K
|
445K
$12.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.45KNew |
$192K - $207K
|
7.45K
$209K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
4.86K+ 45.13% |
$125K - $135K
|
15.6K
$439K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.81K+ 12.54% |
$98.4K - $106K
|
34.2K
$961K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.35K+ 31.16% |
$86.4K - $92.8K
|
14.1K
$396K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.67K+ 18.99% |
$68.8K - $73.9K
|
16.7K
$469K
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.78K+ 3.12% |
$45.9K - $49.3K
|
58.7K
$1.65M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
657New |
$17K - $18.2K
|
657
$18.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
276+ 0.12% |
$7.13K - $7.65K
|
240K
$6.73M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
104New |
$2.69K - $2.88K
|
104
$2.92K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-30- 15.63% |
$775 - $832
|
162
$4.55K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-130- 9.8% |
$3.36K - $3.6K
|
1.2K
$33.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-233- 46.69% |
$6.02K - $6.46K
|
266
$7.47K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-300- 0.44% |
$7.75K - $8.32K
|
68K
$1.91M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.21K- 42.86% |
$31.2K - $33.5K
|
1.61K
$45.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.35K- 93.21% |
$34.8K - $37.3K
|
98
$2.75K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3.47K- 1.74% |
$89.5K - $96K
|
196K
$5.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-54.4K- 98.77% |
$1.4M - $1.51M
|
679
$19.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-63.1K- 88.72% |
$1.63M - $1.75M
|
8.02K
$225K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-138K- 30.61% |
$3.55M - $3.81M
|
312K
$8.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-264K- 92.13% |
$6.83M - $7.33M
|
22.6K
$634K
|