Purchases and Sales Made in Q4 2023 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
733K+ 188.0% |
$18.4M - $20.5M
|
1.12M
$32M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
180K+ 15018.8% |
$4.51M - $5.03M
|
181K
$5.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
103KNew |
$2.58M - $2.88M
|
103K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75.4KNew |
$1.89M - $2.11M
|
75.4K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
38.2KNew |
$958K - $1.07M
|
38.2K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
28.9K+ 9.78% |
$725K - $809K
|
325K
$9.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24K+ 106.29% |
$602K - $672K
|
46.6K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23.1KNew |
$578K - $646K
|
23.1K
$658K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9KNew |
$399K - $446K
|
15.9K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
15KNew |
$376K - $420K
|
15K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.7KNew |
$343K - $384K
|
13.7K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 90.73% |
$320K - $358K
|
26.9K
$767K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$263K - $294K
|
10.5K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.66KNew |
$242K - $270K
|
9.66K
$276K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.42KNew |
$236K - $264K
|
9.42K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
9.28K+ 59.41% |
$233K - $260K
|
24.9K
$710K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.46KNew |
$212K - $237K
|
8.46K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8.25KNew |
$207K - $231K
|
8.25K
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
7.43K+ 3.79% |
$186K - $208K
|
203K
$5.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.46K+ 9.36% |
$137K - $153K
|
63.8K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.64K+ 4737.76% |
$116K - $130K
|
4.74K
$135K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.62KNew |
$116K - $129K
|
4.62K
$132K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.61KNew |
$65.4K - $73.1K
|
2.61K
$74.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32K+ 16.51% |
$33.2K - $37K
|
9.34K
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
872+ 1.28% |
$21.9K - $24.4K
|
68.8K
$1.96M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
446New |
$11.2K - $12.5K
|
446
$12.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
306New |
$7.67K - $8.56K
|
306
$8.73K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
295New |
$7.39K - $8.25K
|
295
$8.41K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
185New |
$4.64K - $5.18K
|
185
$5.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$50.1 - $56
|
2
$57
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-45- 6.63% |
$1.13K - $1.26K
|
634
$18.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-84- 51.85% |
$2.11K - $2.35K
|
78
$2.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-542- 82.5% |
$13.6K - $15.2K
|
115
$3.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-585- 0.24% |
$14.7K - $16.4K
|
239K
$6.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-897- 1.53% |
$22.5K - $25.1K
|
57.8K
$1.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-995- 2.91% |
$24.9K - $27.8K
|
33.2K
$947K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.47K- 0.56% |
$61.9K - $69.2K
|
442K
$12.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.81K- 28.79% |
$121K - $135K
|
11.9K
$339K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-8.49K- 1.79% |
$213K - $238K
|
465K
$13.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.8K- 98.32% |
$422K - $471K
|
287
$8.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-34K- 21.35% |
$853K - $952K
|
125K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.4K- 28.17% |
$911K - $1.02M
|
92.7K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-56.2K- 70.55% |
$1.41M - $1.57M
|
23.5K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.2K- 99.99% |
$1.43M - $1.6M
|
3
$85.6
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-113K- 47.52% |
$2.84M - $3.17M
|
125K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-177K- 50.9% |
$4.45M - $4.97M
|
171K
$4.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-248K- 79.54% |
$6.22M - $6.94M
|
63.8K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-755K- 94.08% |
$18.9M - $21.1M
|
47.5K
$1.35M
|