V Wealth Advisors LLC Wisdomtree Bloomberg U.S. Doll Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$25.37 - $26.62 $337,395 - $354,019	13,299 New	13,299 $346,000
Q2 2022 Jul 27, 2022	SELL	$26.49 - $28.14 $679,362 - $721,678	-25,646 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$25.85 - $26.78 $7,832 - $8,114	-303 Reduced 1.17%	25,646 $679,000
Q4 2021 Feb 17, 2022	SELL	$25.64 - $26.46 $860,196 - $887,706	-33,549 Reduced 56.39%	25,949 $676,000
Q3 2021 Oct 21, 2021	SELL	$25.37 - $25.99 $69,158 - $70,848	-2,726 Reduced 4.38%	59,498 $1.54 Million
Q2 2021 Jul 27, 2021	BUY	$24.93 - $25.73 $844,254 - $871,346	33,865 Added 119.42%	62,224 $1.57 Million
Q4 2020 Jan 25, 2021	SELL	$25.02 - $26.63 $13,510 - $14,380	-540 Reduced 1.87%	28,359 $710,000
Q3 2020 Oct 13, 2020	BUY	$26.18 - $27.5 $756,575 - $794,722	28,899 New	28,899 $770,000

Others Institutions Holding USDU

# of Institutions

63

Shares Held

4.44M

Call Options Held

29.1K

Put Options Held

11.4K

Gen Wealth Group, Inc.

590K
Shares

$15.7 Million
3.09% of portfolio
Mc Elhenny Sheffield Capital Management, LLC

519K
Shares

$13.8 Million
3.6% of portfolio
Osborne Partners Capital Management, LLC

473K
Shares

$12.6 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

359K
Shares

$9.52 Million
0.0% of portfolio
Vident Advisory, LLC Alpharetta, GA

342K
Shares

$9.08 Million
0.14% of portfolio

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