Latest Institutional Purchases of Wisdomtree Bloomberg U.S. Doll (USDU)
This list provides information on the latest institutional transactions involving Wisdomtree Bloomberg U.S. Doll (USDU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
550KNew |
$14.2M - $15M
|
550K
$14.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
519KNew |
$13.4M - $14.1M
|
519K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
189KNew |
$4.88M - $5.16M
|
189K
$4.97M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
119K+ 232.02% |
$3.07M - $3.24M
|
170K
$4.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
115KNew |
$2.96M - $3.13M
|
115K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
80.8KNew |
$2.08M - $2.2M
|
80.8K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
47.8K+ 487.76% |
$1.23M - $1.3M
|
57.6K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
32.9KNew |
$847K - $895K
|
32.9K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.8KNew |
$690K - $729K
|
26.8K
$703K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
25.8KNew |
$664K - $702K
|
25.8K
$676K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25.2KNew |
$649K - $686K
|
25.2K
$661K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
17.7KNew |
$457K - $483K
|
17.7K
$466K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.3KNew |
$445K - $470K
|
17.3K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
12.8KNew |
$330K - $349K
|
12.8K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7.36K+ 1.26% |
$190K - $200K
|
590K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.31K+ 1.33% |
$162K - $172K
|
480K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.57K+ 1.69% |
$92K - $97.2K
|
215K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.3K+ 244.55% |
$85K - $89.8K
|
4.65K
$122K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.67KNew |
$68.9K - $72.8K
|
2.67K
$70.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.47K+ 28.47% |
$63.7K - $67.3K
|
11.2K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1.52K+ 2.11% |
$39.2K - $41.4K
|
73.6K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
281+ 70.43% |
$7.24K - $7.65K
|
680
$17.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
236+ 4.77% |
$6.08K - $6.43K
|
5.18K
$136K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
225+ 1.88% |
$5.8K - $6.13K
|
12.2K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
206+ 0.32% |
$5.31K - $5.61K
|
65.1K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
42New |
$1.08K - $1.14K
|
42
$1.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5+ 250.0% |
$129 - $136
|
7
$184
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
302K+ 741.44% |
$8.12M - $8.43M
|
342K
$8.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
179KNew |
$4.83M - $5.01M
|
179K
$4.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
72.8KNew |
$1.96M - $2.03M
|
72.8K
$1.91M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
68K+ 51.01% |
$1.83M - $1.9M
|
201K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
59KNew |
$1.59M - $1.65M
|
59K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.6KNew |
$1.33M - $1.38M
|
49.6K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
39K+ 333.5% |
$1.05M - $1.09M
|
50.7K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
32.1KNew |
$864K - $897K
|
32.1K
$843K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
30.8KNew |
$829K - $861K
|
30.8K
$809K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17.6KNew |
$474K - $492K
|
17.6K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.3KNew |
$304K - $315K
|
11.3K
$296K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5.67KNew |
$153K - $158K
|
5.67K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.5K+ 41.58% |
$148K - $154K
|
18.7K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
600New |
$16.1K - $16.8K
|
600
$15.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
547New |
$14.7K - $15.3K
|
547
$14.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
328New |
$8.82K - $9.16K
|
328
$8.61K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
67New |
$1.8K - $1.87K
|
67
$1.76K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.68MNew |
$44.7M - $48.2M
|
1.68M
$44.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
159KNew |
$4.22M - $4.55M
|
159K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
81.1KNew |
$2.16M - $2.32M
|
81.1K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
63.9KNew |
$1.7M - $1.83M
|
63.9K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
44.8KNew |
$1.19M - $1.28M
|
44.8K
$1.18M
|
|