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 49 institutions that hold shares in the stock, with a total of 5.4 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,617,224
shares
|
$45.4 Million
2.47% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
653,560
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2024
Added 107.82%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
540,627
shares
|
$15.2 Million
3.32% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
458,069
shares
|
$12.9 Million
0.69% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
302,019
shares
|
$8.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
296,170
shares
|
$8.32 Million
0.0% of portfolio
|
Q3 2024
Added 1984.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
254,743
shares
|
$7.15 Million
0.0% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
216,065
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
197,941
shares
|
$5.56 Million
3.09% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
120,750
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Added 632.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
82,591
shares
|
$2.32 Million
0.1% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
79,794
shares
|
$2.24 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
|
$2.23 Million
1.49% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
79,267
shares
|
$2.23 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
73,166
shares
|
$2.05 Million
0.16% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
53,173
shares
|
$1.49 Million
0.29% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
50,883
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.5%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
42,913
shares
|
$1.2 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
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Added 392.46%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
33,717
shares
|
$946,773
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
25,467
shares
|
$715,113
0.57% of portfolio
|
Q3 2024
Reduced 50.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,632
shares
|
$607,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
12,641
shares
|
$354,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
10,257
shares
|
$288,016
0.0% of portfolio
|
Q3 2024
Reduced 94.6%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,159
shares
|
$285,264
0.02% of portfolio
|
Q3 2024
Reduced 96.37%
|