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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-13.8K- 45.92% |
$356K - $376K
|
16.3K
$420K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-34.3K- 98.09% |
$883K - $933K
|
668
$17.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
236+ 4.77% |
$6.08K - $6.43K
|
5.18K
$134K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
12KNew |
$322K - $334K
|
12K
$309K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
68K+ 51.01% |
$1.83M - $1.9M
|
201K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.5K+ 326.91% |
$874K - $907K
|
42.4K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.51K- 1.8% |
$121K - $126K
|
246K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.6K+ 1382.19% |
$2.44M - $2.53M
|
97.1K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.18K- 73.93% |
$31.7K - $33K
|
416
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
183KNew |
$4.93M - $5.12M
|
183K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
9.8KNew |
$264K - $274K
|
9.8K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
600New |
$16.1K - $16.8K
|
600
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
302K+ 741.44% |
$8.12M - $8.43M
|
342K
$8.83M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-11.7K- 15.3% |
$315K - $327K
|
64.9K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
59KNew |
$1.59M - $1.65M
|
59K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 139.89% |
$2.71M - $2.82M
|
173K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.5K+ 41.58% |
$148K - $154K
|
18.7K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40Closed |
$1.08K - $1.12K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
67New |
$1.8K - $1.87K
|
67
$1.73K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.3KNew |
$304K - $315K
|
11.3K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43+ 3.29% |
$1.16K - $1.2K
|
1.35K
$34.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-199- 81.89% |
$5.35K - $5.56K
|
44
$1.13K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.8K- 96.5% |
$370K - $385K
|
500
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-77.7K- 96.52% |
$2.09M - $2.17M
|
2.8K
$72.3K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-173K- 77.08% |
$4.64M - $4.82M
|
51.3K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
547New |
$14.7K - $15.3K
|
547
$14.1K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
62.6K+ 61.25% |
$1.68M - $1.75M
|
165K
$4.25M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75.5K- 17.39% |
$2.03M - $2.11M
|
359K
$9.25M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5.67KNew |
$153K - $158K
|
5.67K
$146K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-64.7K- 88.75% |
$1.74M - $1.81M
|
8.21K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-456- 4.19% |
$12.3K - $12.7K
|
10.4K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
32.1KNew |
$864K - $897K
|
32.1K
$828K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
328New |
$8.82K - $9.16K
|
328
$8.46K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36K- 12.71% |
$969K - $1.01M
|
247K
$6.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-93- 1.06% |
$2.5K - $2.6K
|
8.68K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 8.09% |
$426K - $443K
|
212K
$5.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-205- 59.94% |
$5.51K - $5.73K
|
137
$3.53K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-85.2K- 86.68% |
$2.29M - $2.38M
|
13.1K
$338K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
11.4K+ 2.47% |
$307K - $319K
|
473K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
72.8KNew |
$1.96M - $2.03M
|
72.8K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
723+ 5.01% |
$19.4K - $20.2K
|
15.2K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.74K- 3.66% |
$73.6K - $76.4K
|
72.1K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
179KNew |
$4.83M - $5.01M
|
179K
$4.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.6KNew |
$1.33M - $1.38M
|
49.6K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
39K+ 333.5% |
$1.05M - $1.09M
|
50.7K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
23.5K+ 4.19% |
$631K - $655K
|
583K
$15M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
30.8KNew |
$829K - $861K
|
30.8K
$795K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17.6KNew |
$474K - $492K
|
17.6K
$454K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.64K+ 76.4% |
$176K - $190K
|
15.3K
$395K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.09KNew |
$241K - $260K
|
9.09K
$234K
|
|