Purchases and Sales Made in Q1 2022 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE BLOOMBERG U.S. DOLL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
847KNew |
$21.9M - $22.7M
|
847K
$23.4M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
503KNew |
$13M - $13.5M
|
503K
$13.9M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
407KNew |
$10.5M - $10.9M
|
407K
$11.2M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
213KNew |
$5.5M - $5.7M
|
213K
$5.88M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
178K+ 21.7% |
$4.6M - $4.76M
|
997K
$27.5M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 39.48% |
$4.21M - $4.37M
|
576K
$15.9M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 140.85% |
$3.99M - $4.13M
|
264K
$7.28M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
146KNew |
$3.78M - $3.92M
|
146K
$4.04M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
137K+ 27425.8% |
$3.54M - $3.67M
|
138K
$3.8M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
69.8KNew |
$1.81M - $1.87M
|
69.8K
$1.93M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
61.2KNew |
$1.58M - $1.64M
|
61.2K
$1.69M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
55KNew |
$1.42M - $1.47M
|
55K
$1.52M
|
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
36.7KNew |
$949K - $984K
|
36.7K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.2K+ 4.58% |
$652K - $675K
|
576K
$15.9M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23.4KNew |
$605K - $627K
|
23.4K
$646K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23.4KNew |
$605K - $627K
|
23.4K
$646K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.6KNew |
$585K - $606K
|
22.6K
$625K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
19.9KNew |
$514K - $533K
|
19.9K
$549K
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
16.3KNew |
$421K - $436K
|
16.3K
$449K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.7K+ 4.43% |
$381K - $395K
|
348K
$9.6M
|
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
9.18K+ 6.49% |
$237K - $246K
|
151K
$4.16M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.98KNew |
$206K - $214K
|
7.98K
$220K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
6.65K+ 32.83% |
$172K - $178K
|
26.9K
$743K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.8K+ 16.9% |
$124K - $128K
|
33.2K
$916K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
4.59K+ 7.53% |
$119K - $123K
|
65.5K
$1.81M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.56KNew |
$40.3K - $41.7K
|
1.56K
$43K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
1.41K+ 363.92% |
$36.5K - $37.8K
|
1.8K
$49.7K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33KNew |
$34.3K - $35.5K
|
1.33K
$36.6K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.25KNew |
$32.2K - $33.4K
|
1.25K
$34.4K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
231New |
$5.97K - $6.19K
|
231
$6.38K
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
105+ 0.06% |
$2.71K - $2.81K
|
175K
$4.84M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
74+ 0.54% |
$1.91K - $1.98K
|
13.7K
$378K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
13New |
$336 - $348
|
13
$359
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-33- 1.83% |
$853 - $884
|
1.78K
$49K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-60- 41.96% |
$1.55K - $1.61K
|
83
$2.29K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-303- 1.17% |
$7.83K - $8.11K
|
25.6K
$708K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-521- 8.38% |
$13.5K - $14K
|
5.69K
$157K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.45K- 9.42% |
$37.5K - $38.8K
|
13.9K
$385K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.14K- 8.05% |
$81.1K - $84.1K
|
35.8K
$990K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.93K- 10.58% |
$127K - $132K
|
41.6K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 2.74% |
$327K - $339K
|
450K
$12.4M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-28.9KClosed |
$748K - $774K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-36.5KClosed |
$945K - $979K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
SELL
|
- |
-103KClosed |
$2.67M - $2.76M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-108KClosed |
$2.79M - $2.89M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-129KClosed |
$3.33M - $3.45M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-254KClosed |
$6.57M - $6.81M
|
0
$0
|