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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-16.3KClosed |
$431K - $458K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26.9KClosed |
$713K - $757K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8.72KNew |
$231K - $245K
|
8.72K
$246K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.98MNew |
$52.4M - $55.7M
|
1.98M
$55.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-19.9KClosed |
$527K - $560K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
192KNew |
$5.1M - $5.41M
|
192K
$5.43M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
13New |
$336 - $348
|
13
$367
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-108KClosed |
$2.79M - $2.89M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-34Closed |
$872 - $900
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.1KClosed |
$336K - $346K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-105KClosed |
$2.67M - $2.73M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.08KClosed |
$205K - $210K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-10KClosed |
$254K - $260K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14Closed |
$349 - $362
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-21.7KClosed |
$541K - $560K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-31.3KClosed |
$779K - $808K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-530Closed |
$13.3K - $14.1K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-256KClosed |
$6.4M - $6.81M
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-168KClosed |
$4.2M - $4.47M
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-792Closed |
$19.8K - $21.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3KClosed |
$34K - $35.8K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-147Closed |
$3.85K - $4.04K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-28Closed |
$733 - $770
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-36Closed |
$942 - $990
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-77Closed |
$2.09K - $2.23K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-7.72KClosed |
$204K - $227K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-176Closed |
$4.66K - $5.17K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-35Closed |
$933 - $987
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-189Closed |
$5.04K - $5.33K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.69KClosed |
$98.3K - $104K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 29, 2019
Q2 2019
|
Janney Capital Management LLC
|
SELL
|
- |
-7.51KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Newfound Research LLC
|
SELL
|
- |
-148Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-821Closed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-22KClosed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.25KClosed |
N/A
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Advisor Net Financial, Inc
|
SELL
|
- |
-535Closed |
N/A
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-53.3KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.66KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Astor Investment Management LLC
|
SELL
|
- |
-447KClosed |
N/A
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Valley National Advisers Inc
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
133New |
N/A
|
133
$3.76K
|
|
|
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-104Closed |
N/A
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Community Bank, N.A.
|
SELL
|
- |
-82KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2018
Q4 2017
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-297KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-188Closed |
N/A
|
0
$0
|
|