Purchases and Sales Made in Q4 2022 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.87MNew |
$48.6M - $56.2M
|
1.87M
$53.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
391KNew |
$10.2M - $11.8M
|
391K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
284KNew |
$7.39M - $8.53M
|
284K
$8.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
271K+ 374.21% |
$7.06M - $8.16M
|
344K
$9.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
205K+ 93.25% |
$5.33M - $6.16M
|
424K
$12.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
191K+ 94.71% |
$4.98M - $5.75M
|
393K
$11.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
172KNew |
$4.49M - $5.18M
|
172K
$4.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
161K+ 303.76% |
$4.2M - $4.85M
|
214K
$6.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
157KNew |
$4.09M - $4.73M
|
157K
$4.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
143K+ 252.75% |
$3.73M - $4.3M
|
200K
$5.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
118K+ 27.13% |
$3.08M - $3.56M
|
554K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.4K+ 80.76% |
$1.78M - $2.06M
|
153K
$4.37M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
54.7KNew |
$1.42M - $1.65M
|
54.7K
$1.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.9K+ 109.95% |
$1.38M - $1.59M
|
101K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.4K+ 9.49% |
$688K - $795K
|
305K
$8.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.7K+ 216.13% |
$669K - $773K
|
37.6K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
24.1KNew |
$629K - $726K
|
24.1K
$688K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
18K+ 2.23% |
$469K - $542K
|
828K
$23.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.1K+ 138.91% |
$446K - $515K
|
29.5K
$840K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8KNew |
$385K - $445K
|
14.8K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.2K+ 7.29% |
$345K - $398K
|
195K
$5.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.6KNew |
$328K - $379K
|
12.6K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.6KNew |
$303K - $351K
|
11.6K
$332K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
11.6KNew |
$303K - $350K
|
11.6K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$289K - $333K
|
11.1K
$316K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.5K+ 14.74% |
$221K - $256K
|
66.2K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.29KNew |
$216K - $249K
|
8.29K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.55K+ 4.48% |
$197K - $227K
|
176K
$5.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.53K+ 4.82% |
$118K - $136K
|
98.6K
$2.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.97K+ 3.11% |
$77.4K - $89.4K
|
98.5K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41KNew |
$36.7K - $42.3K
|
1.41K
$40.1K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
950New |
$24.7K - $28.6K
|
950
$27.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
532New |
$13.9K - $16K
|
532
$15.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
492+ 7.6% |
$12.8K - $14.8K
|
6.97K
$199K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
389New |
$10.1K - $11.7K
|
389
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
293New |
$7.63K - $8.82K
|
293
$8.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
230New |
$5.99K - $6.92K
|
230
$6.56K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
82New |
$2.14K - $2.47K
|
82
$2.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
56New |
$1.46K - $1.69K
|
56
$1.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
40+ 1.63% |
$1.04K - $1.2K
|
2.49K
$70.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4New |
$104 - $120
|
4
$114
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-365- 0.55% |
$9.51K - $11K
|
66.1K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.17K- 2.27% |
$30.5K - $35.2K
|
50.5K
$1.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.36K- 12.89% |
$61.4K - $70.9K
|
15.9K
$454K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.23K- 16.12% |
$110K - $127K
|
22K
$627K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.24K- 11.63% |
$110K - $128K
|
32.2K
$919K
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.9K- 4.15% |
$154K - $178K
|
136K
$3.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.17K- 11.8% |
$213K - $246K
|
61.1K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.8K- 81.62% |
$1.14M - $1.32M
|
9.86K
$281K
|