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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.09KNew |
$241K - $260K
|
9.09K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
81.1KNew |
$2.16M - $2.32M
|
81.1K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.5KNew |
$360K - $388K
|
13.5K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.7K+ 111.05% |
$1.14M - $1.22M
|
81.2K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.11KNew |
$56K - $60.4K
|
2.11K
$54.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
44.3KNew |
$1.18M - $1.27M
|
44.3K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
30.3KNew |
$806K - $869K
|
30.3K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.3KNew |
$673K - $726K
|
25.3K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
399New |
$10.6K - $11.4K
|
399
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
159KNew |
$4.22M - $4.55M
|
159K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 80.0% |
$213 - $229
|
2
$51.6
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-183K- 84.75% |
$4.87M - $5.25M
|
33K
$850K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.5KNew |
$40K - $43.1K
|
1.5K
$38.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.6 - $28.7
|
1
$25.8
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.1KNew |
$560K - $603K
|
21.1K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.37K+ 4.46% |
$63.1K - $68K
|
55.5K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13KNew |
$345K - $373K
|
13K
$335K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
989New |
$26.3K - $28.3K
|
989
$25.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.71KNew |
$205K - $221K
|
7.71K
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-470Closed |
$12.5K - $13.5K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.9% |
$106 - $115
|
142
$3.66K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.68MNew |
$44.7M - $48.2M
|
1.68M
$43.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
168New |
$4.46K - $4.81K
|
168
$4.33K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
44.8KNew |
$1.19M - $1.28M
|
44.8K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
81New |
$2.15K - $2.32K
|
81
$2.09K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
63.9KNew |
$1.7M - $1.83M
|
63.9K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.86K+ 9.51% |
$209K - $225K
|
90.4K
$2.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
3.29KNew |
$87.3K - $94.2K
|
3.29K
$84.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.8KNew |
$394K - $425K
|
14.8K
$382K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6KNew |
$569K - $588K
|
21.6K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
42.9KNew |
$1.13M - $1.17M
|
42.9K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$333K - $343K
|
12.6K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
306+ 360.0% |
$8.05K - $8.31K
|
391
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-23.9K- 74.87% |
$627K - $648K
|
8.01K
$206K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.62MNew |
$42.5M - $43.9M
|
1.62M
$41.7M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.43K- 30.65% |
$117K - $120K
|
10K
$259K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-10.4K- 11.58% |
$274K - $283K
|
79.5K
$2.05M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
14KNew |
$366K - $380K
|
14K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.96KNew |
$234K - $243K
|
8.96K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
294New |
$7.68K - $7.98K
|
294
$7.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$410K - $426K
|
15.7K
$404K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
6.31K+ 9.41% |
$165K - $171K
|
73.3K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53New |
$1.38K - $1.44K
|
53
$1.37K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
22New |
$575 - $597
|
22
$567
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
13KNew |
$339K - $352K
|
13K
$335K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
134K+ 984.08% |
$3.51M - $3.65M
|
148K
$3.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
925New |
$24.2K - $25.1K
|
925
$23.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
170New |
$4.44K - $4.62K
|
170
$4.38K
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
211KNew |
$5.52M - $5.74M
|
211K
$5.45M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
22.9KNew |
$597K - $621K
|
22.9K
$590K
|
|