Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-13.8K- 54.06% |
$366K - $394K
|
11.7K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.7K- 3.4% |
$71.7K - $77.3K
|
76.6K
$2.12M
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.6M- 99.9% |
$42.2M - $43.6M
|
1.6K
$44.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-270K- 96.37% |
$7.1M - $7.33M
|
10.2K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-180K- 94.6% |
$4.72M - $4.88M
|
10.3K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-166K- 76.5% |
$4.36M - $4.5M
|
50.9K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92.5K- 23.45% |
$2.43M - $2.51M
|
302K
$8.36M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.5K- 43.93% |
$1.64M - $1.7M
|
79.8K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.4K- 91.6% |
$1.41M - $1.45M
|
4.9K
$136K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-23.9K- 74.87% |
$627K - $648K
|
8.01K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.1K- 8.5% |
$528K - $545K
|
216K
$5.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-10.4K- 11.58% |
$274K - $283K
|
79.5K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 4.9% |
$268K - $277K
|
198K
$5.48M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.43K- 30.65% |
$117K - $120K
|
10K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-479- 5.2% |
$12.6K - $13K
|
8.74K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-450- 14.8% |
$11.8K - $12.2K
|
2.59K
$71.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-130K- 81.72% |
$3.4M - $3.53M
|
29.1K
$806K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-162- 50.0% |
$4.23K - $4.4K
|
162
$4.49K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.73K- 31.38% |
$94.4K - $97.8K
|
8.16K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.64K- 1.52% |
$92.1K - $95.4K
|
235K
$6.52M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-306- 68.61% |
$7.74K - $8.02K
|
140
$3.88K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-65- 56.52% |
$1.64K - $1.7K
|
50
$1.38K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-48- 61.54% |
$1.21K - $1.26K
|
30
$831
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.2K- 99.99% |
$1.43M - $1.6M
|
3
$83.1
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-400- 20.0% |
$10K - $11.2K
|
1.6K
$44.3K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-233- 46.69% |
$6.02K - $6.46K
|
266
$7.37K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-133K- 35.45% |
$3.43M - $3.56M
|
243K
$6.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-200- 33.33% |
$5.14K - $5.34K
|
400
$11.1K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-27- 7.96% |
$694 - $720
|
312
$8.64K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-352K- 94.55% |
$8.94M - $9.38M
|
20.3K
$562K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-324K- 50.67% |
$8.22M - $8.63M
|
316K
$8.74M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-85.5K- 48.57% |
$2.17M - $2.28M
|
90.5K
$2.51M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-32.2K- 52.71% |
$817K - $857K
|
28.9K
$799K
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-18.2K- 56.37% |
$461K - $484K
|
14.1K
$389K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-475- 50.0% |
$12.1K - $12.6K
|
475
$13.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-120- 1.03% |
$3.04K - $3.19K
|
11.5K
$319K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.23K- 16.12% |
$110K - $127K
|
22K
$609K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14.3K- 61.06% |
$399K - $430K
|
9.11K
$252K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.1K- 12.62% |
$142K - $154K
|
35.3K
$977K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-4.63K- 35.04% |
$129K - $139K
|
8.58K
$238K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-240- 0.45% |
$6.71K - $7.23K
|
53.1K
$1.47M
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26.9KClosed |
$713K - $757K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-19.9KClosed |
$527K - $560K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-16.3KClosed |
$431K - $458K
|
0
$0
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.98KClosed |
$211K - $225K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-483Closed |
$12.8K - $13.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-108KClosed |
$2.79M - $2.89M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.1KClosed |
$336K - $346K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-34Closed |
$872 - $900
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-105KClosed |
$2.67M - $2.73M
|
0
$0
|
|