Envestnet Asset Management Inc Wisdomtree Bloomberg U.S. Doll Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Envestnet Asset Management Inc holds 247,270 shares of USDU stock, worth $6.45 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

247,270

Previous 283,287 12.71%

Holding current value

$6.45 Million

Previous $7.84 Million 13.98%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$26.9 - $27.93 $968,857 - $1.01 Million	-36,017 Reduced 12.71%	247,270 $6.74 Million
Q4 2024 Feb 12, 2025	SELL	$26.57 - $28.65 $497,709 - $536,671	-18,732 Reduced 6.2%	283,287 $7.84 Million
Q3 2024 Nov 06, 2024	SELL	$26.31 - $27.16 $2.43 Million - $2.51 Million	-92,536 Reduced 23.45%	302,019 $8.01 Million
Q2 2024 Aug 08, 2024	BUY	$26.12 - $27.15 $6.35 Million - $6.6 Million	242,952 Added 160.26%	394,555 $10.7 Million
Q1 2024 May 13, 2024	BUY	$25.3 - $26.2 $2.66 Million - $2.75 Million	104,995 Added 225.27%	151,603 $3.97 Million
Q4 2023 Feb 13, 2024	BUY	$25.06 - $27.98 $601,815 - $671,939	24,015 Added 106.29%	46,608 $1.17 Million
Q3 2023 Nov 13, 2023	SELL	$25.82 - $27.72 $6.83 Million - $7.33 Million	-264,375 Reduced 92.13%	22,593 $624,000
Q2 2023 Aug 04, 2023	SELL	$25.7 - $26.68 $2.94 Million - $3.05 Million	-114,491 Reduced 28.52%	286,968 $7.61 Million
Q1 2023 May 11, 2023	SELL	$25.37 - $26.62 $571,966 - $600,147	-22,545 Reduced 5.32%	401,459 $10.5 Million
Q4 2022 Feb 07, 2023	BUY	$26.05 - $30.09 $5.33 Million - $6.16 Million	204,602 Added 93.25%	424,004 $11 Million
Q3 2022 Nov 10, 2022	BUY	$27.94 - $30.12 $504,149 - $543,485	18,044 Added 8.96%	219,402 $6.53 Million
Q2 2022 Aug 03, 2022	SELL	$26.49 - $28.14 $1.65 Million - $1.75 Million	-62,285 Reduced 23.62%	201,358 $5.62 Million
Q1 2022 May 04, 2022	BUY	$25.85 - $26.78 $3.99 Million - $4.13 Million	154,179 Added 140.85%	263,643 $6.98 Million
Q4 2021 Feb 04, 2022	SELL	$25.64 - $26.46 $289,270 - $298,521	-11,282 Reduced 9.34%	109,464 $2.85 Million
Q3 2021 Oct 07, 2021	BUY	$25.37 - $25.99 $2.2 Million - $2.25 Million	86,730 Added 254.97%	120,746 $3.14 Million
Q2 2021 Aug 04, 2021	BUY	$24.93 - $25.73 $848,018 - $875,231	34,016 New	34,016 $865,000
Q2 2019 Aug 02, 2019	SELL	N/A	-10,357 Closed	0 $0
Q1 2019 May 10, 2019	BUY	N/A	870 Added 9.17%	10,357 $283,000
Q4 2018 Feb 13, 2019	BUY	N/A	9,487 New	9,487 $257,000
Q3 2018 Nov 14, 2018	SELL	N/A	-6,000 Closed	0 $0
Q2 2018 Aug 10, 2018	SELL	N/A	-232 Reduced 3.72%	6,000 $160,000
Q1 2018 May 09, 2018	SELL	N/A	-111,903 Reduced 94.72%	6,232 $157,000
Q4 2017 Feb 20, 2018	BUY	N/A	14,847 Added 14.37%	118,135 $3.06 Million
Q3 2017 Nov 13, 2017	BUY	N/A	7,474 Added 7.8%	103,288 $2.67 Million
Q2 2017 Aug 14, 2017	BUY	N/A	95,814	95,814 $2.52 Million

Others Institutions Holding USDU

# of Institutions

Shares Held

4.45M

Call Options Held

29.1K

Put Options Held

11.4K

View Full List

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Envestnet Asset Management Inc Wisdomtree Bloomberg U.S. Doll Transaction History