Wilbanks Smith & Thomas Asset Management LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	$24.91 - $25.83 $540,522 - $560,485	-21,699 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$25.02 - $26.63 $542,908 - $577,844	21,699 New	21,699 $543,000

Others Institutions Holding USDU

# of Institutions

Shares Held

5.4M

Call Options Held

13.5K

Put Options Held

1.6K

Flagship Harbor Advisors, LLC

1.62M
Shares

$45.7 Million
2.47% of portfolio
Jane Street Group, LLC New York, NY

654K
Shares

$18.5 Million
0.0% of portfolio
Gen Wealth Group, Inc.

541K
Shares

$15.3 Million
3.32% of portfolio
Osborne Partners Capital Management, LLC

458K
Shares

$12.9 Million
0.69% of portfolio
Envestnet Asset Management Inc

302K
Shares

$8.54 Million
0.0% of portfolio

View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

Ticker USDU
Sector ETFs
Industry ETFs

More about USDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Account