Institutional Ownership Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
653,560
shares
|
$18 Million
0.0% of portfolio
|
Q3 2024
Added 107.82%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
559,129
shares
|
$15.4 Million
3.55% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
462,025
shares
|
$12.7 Million
0.75% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
302,019
shares
|
$8.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
296,170
shares
|
$8.16 Million
0.0% of portfolio
|
Q3 2024
Added 1984.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
254,743
shares
|
$7.02 Million
0.0% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
216,065
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
197,941
shares
|
$5.46 Million
3.09% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
133,382
shares
|
$3.68 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
120,750
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Added 632.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
90,449
shares
|
$2.49 Million
0.09% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
79,794
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.93%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
79,493
shares
|
$2.19 Million
1.49% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
79,267
shares
|
$2.18 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
73,166
shares
|
$2.02 Million
0.16% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
63,948
shares
|
$1.76 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
53,173
shares
|
$1.47 Million
0.29% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
50,883
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.5%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
44,822
shares
|
$1.24 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
42,913
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,476
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Added 392.46%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
33,717
shares
|
$929,240
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
32,718
shares
|
$901,708
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,632
shares
|
$596,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
14,824
shares
|
$408,549
0.06% of portfolio
|
Q4 2024
New holding
|