Latest Institutional Transactions on Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information on the latest institutional transactions involving Wisdomtree Bloomberg U.S. Doll (USDU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237KNew |
$6M - $6.22M
|
237K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.6K+ 26.65% |
$1.15M - $1.2M
|
217K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-522K- 46.48% |
$13.2M - $13.7M
|
601K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-65- 56.52% |
$1.64K - $1.7K
|
50
$1.36K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.43K- 51.34% |
$61.6K - $63.8K
|
2.31K
$62.5K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.4K- 41.45% |
$669K - $693K
|
37.4K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
33.8K+ 26.95% |
$855K - $885K
|
159K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.64K- 1.52% |
$92.1K - $95.4K
|
235K
$6.38M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
63.7K+ 681.91% |
$1.61M - $1.67M
|
73K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
271+ 42.74% |
$6.86K - $7.1K
|
905
$24.5K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-20.9K- 54.52% |
$528K - $546K
|
17.4K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 225.27% |
$2.66M - $2.75M
|
152K
$4.11M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83New |
$2.1K - $2.17K
|
83
$2.25K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.88K- 3.78% |
$98.3K - $102K
|
99K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
93.2KNew |
$2.36M - $2.44M
|
93.2K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55K- 59.36% |
$1.39M - $1.44M
|
37.7K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 20.49% |
$648K - $671K
|
99.4K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.78K- 25.23% |
$172K - $178K
|
20.1K
$545K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
3.23K+ 4.69% |
$81.6K - $84.5K
|
72.1K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.28K- 5.67% |
$108K - $112K
|
71.2K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
47.5KNew |
$1.2M - $1.24M
|
47.5K
$1.29M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.73K- 31.38% |
$94.4K - $97.8K
|
8.16K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-64- 0.47% |
$1.62K - $1.68K
|
13.6K
$370K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.42K- 7.2% |
$86.5K - $89.6K
|
44.1K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
54.3K+ 658.16% |
$1.37M - $1.42M
|
62.5K
$1.7M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-49.9K- 15.35% |
$1.26M - $1.31M
|
275K
$7.45M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-256- 0.14% |
$6.48K - $6.71K
|
181K
$4.9M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
9.54KNew |
$241K - $250K
|
9.54K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 2.31% |
$119K - $123K
|
208K
$5.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100+ 166.67% |
$2.53K - $2.62K
|
160
$4.34K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
9.17K+ 15.86% |
$232K - $240K
|
67K
$1.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.3K+ 0.75% |
$83.6K - $86.6K
|
446K
$12.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 1.69% |
$127 - $131
|
300
$8.13K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6.16K+ 18.55% |
$156K - $161K
|
39.4K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
6.91K+ 27.76% |
$175K - $181K
|
31.8K
$863K
|
|
|
Apr 19, 2024
Q1 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
48.9KNew |
$1.24M - $1.28M
|
48.9K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
975New |
$24.7K - $25.5K
|
975
$26.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
36.7K+ 7.91% |
$930K - $963K
|
501K
$13.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.29K- 79.91% |
$32.6K - $33.8K
|
324
$8.78K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-48- 61.54% |
$1.21K - $1.26K
|
30
$813
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
446New |
$11.2K - $12.5K
|
446
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.66KNew |
$242K - $270K
|
9.66K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
PUT |
18KNew |
$451K - $504K
|
18K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
15KNew |
$376K - $420K
|
15K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.5KNew |
$62.7K - $70K
|
2.5K
$67.8K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.2K- 99.99% |
$1.43M - $1.6M
|
3
$81.3
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$50.1 - $56
|
2
$54.2
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.46KNew |
$212K - $237K
|
8.46K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
306New |
$7.67K - $8.56K
|
306
$8.3K
|
|