Lpl Financial LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Lpl Financial LLC

$283 Billion
Q2 2025

A detailed history of Lpl Financial LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Lpl Financial LLC holds 11,639 shares of USDU stock, worth $305,523. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,639

Previous 358,813 96.76%

Holding current value

$305,523

Previous $9.78 Million 96.94%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$25.77 - $27.23 $8.95 Million - $9.45 Million	-347,174 Reduced 96.76%	11,639 $299,000
Q1 2025 May 07, 2025	SELL	$26.9 - $27.93 $2.03 Million - $2.11 Million	-75,541 Reduced 17.39%	358,813 $9.78 Million
Q4 2024 Feb 11, 2025	BUY	$26.57 - $28.65 $3.67 Million - $3.96 Million	138,184 Added 46.66%	434,354 $12 Million
Q3 2024 Nov 08, 2024	BUY	$26.31 - $27.16 $7.42 Million - $7.66 Million	281,964 Added 1984.82%	296,170 $7.86 Million
Q2 2024 Aug 07, 2024	SELL	$26.12 - $27.15 $613,297 - $637,482	-23,480 Reduced 62.3%	14,206 $384,000
Q1 2024 May 10, 2024	SELL	$25.3 - $26.2 $1.39 Million - $1.44 Million	-55,049 Reduced 59.36%	37,686 $987,000
Q4 2023 Feb 14, 2024	SELL	$25.06 - $27.98 $911,331 - $1.02 Million	-36,366 Reduced 28.17%	92,735 $2.33 Million
Q3 2023 Nov 13, 2023	BUY	$25.82 - $27.72 $3.33 Million - $3.58 Million	129,101 New	129,101 $3.57 Million
Q1 2023 May 10, 2023	SELL	$25.37 - $26.62 $3.38 Million - $3.55 Million	-133,350 Reduced 45.14%	162,085 $4.23 Million
Q4 2022 Feb 07, 2023	SELL	$26.05 - $30.09 $2.31 Million - $2.67 Million	-88,721 Reduced 23.1%	295,435 $7.7 Million
Q3 2022 Nov 14, 2022	BUY	$27.94 - $30.12 $8.09 Million - $8.73 Million	289,705 Added 306.73%	384,156 $11.4 Million
Q2 2022 Aug 12, 2022	BUY	$26.49 - $28.14 $2.5 Million - $2.66 Million	94,451 New	94,451 $2.64 Million
Q2 2021 Aug 13, 2021	SELL	$24.93 - $25.73 $223,472 - $230,643	-8,964 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$24.91 - $25.83 $223,293 - $231,540	8,964 New	8,964 $231,000
Q4 2020 Feb 12, 2021	SELL	$25.02 - $26.63 $222,177 - $236,474	-8,880 Closed	0 $0
Q3 2020 Nov 09, 2020	SELL	$26.18 - $27.5 $13,168 - $13,832	-503 Reduced 5.36%	8,880 $237,000
Q2 2020 Aug 13, 2020	BUY	$27.16 - $28.98 $254,842 - $271,919	9,383 New	9,383 $259,000
Q3 2017 Nov 14, 2017	SELL	N/A	-14,402 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	14,402	14,402 $378,000

Others Institutions Holding USDU

# of Institutions

Shares Held

4.01M

Call Options Held

48.7K

Put Options Held

59.2K

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Lpl Financial LLC Wisdomtree Bloomberg U.S. Doll Transaction History