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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25.2KNew |
$649K - $686K
|
25.2K
$656K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
17.7KNew |
$457K - $483K
|
17.7K
$462K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.3KNew |
$445K - $470K
|
17.3K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7.36K+ 1.26% |
$190K - $200K
|
590K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
236+ 4.77% |
$6.08K - $6.43K
|
5.18K
$135K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
302K+ 741.44% |
$8.12M - $8.43M
|
342K
$8.91M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
183KNew |
$4.93M - $5.12M
|
183K
$4.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
179KNew |
$4.83M - $5.01M
|
179K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 139.89% |
$2.71M - $2.82M
|
173K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.6K+ 1382.19% |
$2.44M - $2.53M
|
97.1K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
72.8KNew |
$1.96M - $2.03M
|
72.8K
$1.89M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
68K+ 51.01% |
$1.83M - $1.9M
|
201K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
59KNew |
$1.59M - $1.65M
|
59K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.6KNew |
$1.33M - $1.38M
|
49.6K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
39K+ 333.5% |
$1.05M - $1.09M
|
50.7K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.5K+ 326.91% |
$874K - $907K
|
42.4K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
32.1KNew |
$864K - $897K
|
32.1K
$836K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
30.8KNew |
$829K - $861K
|
30.8K
$802K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17.6KNew |
$474K - $492K
|
17.6K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 8.09% |
$426K - $443K
|
212K
$5.51M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
12KNew |
$322K - $334K
|
12K
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
11.4K+ 2.47% |
$307K - $319K
|
473K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.3KNew |
$304K - $315K
|
11.3K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
9.8KNew |
$264K - $274K
|
9.8K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5.67KNew |
$153K - $158K
|
5.67K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.5K+ 41.58% |
$148K - $154K
|
18.7K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
600New |
$16.1K - $16.8K
|
600
$15.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
547New |
$14.7K - $15.3K
|
547
$14.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
328New |
$8.82K - $9.16K
|
328
$8.54K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
67New |
$1.8K - $1.87K
|
67
$1.74K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43+ 3.29% |
$1.16K - $1.2K
|
1.35K
$35.1K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.68MNew |
$44.7M - $48.2M
|
1.68M
$43.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
159KNew |
$4.22M - $4.55M
|
159K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
81.1KNew |
$2.16M - $2.32M
|
81.1K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
63.9KNew |
$1.7M - $1.83M
|
63.9K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
44.8KNew |
$1.19M - $1.28M
|
44.8K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
44.3KNew |
$1.18M - $1.27M
|
44.3K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.7K+ 111.05% |
$1.14M - $1.22M
|
81.2K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
30.3KNew |
$806K - $869K
|
30.3K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.3KNew |
$673K - $726K
|
25.3K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.1KNew |
$560K - $603K
|
21.1K
$548K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.8KNew |
$394K - $425K
|
14.8K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.5KNew |
$360K - $388K
|
13.5K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13KNew |
$345K - $373K
|
13K
$338K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.09KNew |
$241K - $260K
|
9.09K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.71KNew |
$205K - $221K
|
7.71K
$201K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.64K+ 76.4% |
$176K - $190K
|
15.3K
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
3.29KNew |
$87.3K - $94.2K
|
3.29K
$85.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.37K+ 4.46% |
$63.1K - $68K
|
55.5K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.11KNew |
$56K - $60.4K
|
2.11K
$54.9K
|
|