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 48 institutions that hold shares in the stock, with a total of 4.07 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Veery Capital, LLC
|
Apr 19, 2024 Q1 2024 |
31,817
shares
|
$860,013
0.34% of portfolio
|
Q1 2024
Added 27.76%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
20,097
shares
|
$543,221
0.0% of portfolio
|
Q1 2024
Reduced 25.23%
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
17,397
shares
|
$470,240
0.0% of portfolio
|
Q1 2024
Reduced 54.52%
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
13,643
shares
|
$368,770
0.04% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
Interactive Financial Advisors
Chicago, IL |
May 03, 2024 Q1 2024 |
9,541
shares
|
$257,893
0.14% of portfolio
|
Q1 2024
New holding
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 07, 2024 Q1 2024 |
8,164
shares
|
$220,672
0.02% of portfolio
|
Q1 2024
Reduced 31.38%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
4,619
shares
|
$124,851
0.01% of portfolio
|
Q4 2023
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,307
shares
|
$62,358
0.0% of portfolio
|
Q1 2024
Reduced 51.34%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
975
shares
|
$26,354
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
905
shares
|
$24,462
0.0% of portfolio
|
Q1 2024
Added 42.74%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
446
shares
|
$12,055
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
324
shares
|
$8,757
0.0% of portfolio
|
Q1 2024
Reduced 79.91%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
300
shares
|
$8,109
0.0% of portfolio
|
Q1 2024
Added 1.69%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
185
shares
|
$5,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
Your Advocates Ltd., LLP
Houston, TX |
Apr 30, 2024 Q1 2024 |
160
shares
|
$4,324
0.0% of portfolio
|
Q1 2024
Added 166.67%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
125
shares
|
$3,378
0.0% of portfolio
|
Q2 2023
New holding
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
85
shares
|
$2,297
0.0% of portfolio
|
Q1 2023
Reduced 78.15%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
83
shares
|
$2,243
0.0% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
50
shares
|
$1,351
0.0% of portfolio
|
Q1 2024
Reduced 56.52%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 02, 2024 Q2 2024 |
30
shares
|
$810
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
3
shares
|
$81
0.0% of portfolio
|
Q4 2023
Reduced 99.99%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|