Trek Financial, LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Trek Financial, LLC

$1.29 Billion
Q1 2025

A detailed history of Trek Financial, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Trek Financial, LLC holds 32,107 shares of USDU stock, worth $837,992. This represents 0.07% of its overall portfolio holdings.

Number of Shares

32,107

Holding current value

$837,992

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$26.9 - $27.93 $863,678 - $896,748	32,107 New	32,107 $875,000

Others Institutions Holding USDU

# of Institutions

Shares Held

4.39M

Call Options Held

29.1K

Put Options Held

11.4K

Gen Wealth Group, Inc.

583K
Shares

$15.2 Million
3.54% of portfolio
Osborne Partners Capital Management, LLC

473K
Shares

$12.4 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

359K
Shares

$9.37 Million
0.0% of portfolio
Vident Advisory, LLC Alpharetta, GA

342K
Shares

$8.94 Million
0.14% of portfolio
Envestnet Asset Management Inc

247K
Shares

$6.45 Million
0.0% of portfolio

View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

Ticker USDU
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Trek Financial, LLC Wisdomtree Bloomberg U.S. Doll Transaction History