Purchases and Sales Made in Q1 2023 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
434K+ 23.27% |
$11M - $11.6M
|
2.3M
$61.1M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
216KNew |
$5.48M - $5.75M
|
216K
$5.74M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119K+ 77.7% |
$3.02M - $3.17M
|
272K
$7.23M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
97.6K+ 48.92% |
$2.48M - $2.6M
|
297K
$7.9M
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
92.7K+ 32.7% |
$2.35M - $2.47M
|
376K
$10M
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
63.1K+ 16.04% |
$1.6M - $1.68M
|
456K
$12.1M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
58.1KNew |
$1.47M - $1.55M
|
58.1K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
56.3KNew |
$1.43M - $1.5M
|
56.3K
$1.5M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
50.2K+ 208.09% |
$1.27M - $1.34M
|
74.3K
$1.98M
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
43.8K+ 25.43% |
$1.11M - $1.17M
|
216K
$5.74M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5K+ 75.79% |
$722K - $758K
|
66K
$1.75M
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
26.3K+ 6.72% |
$666K - $699K
|
417K
$11.1M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.2K+ 11.28% |
$613K - $643K
|
238K
$6.33M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
19.4KNew |
$492K - $516K
|
19.4K
$515K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.6K+ 5.44% |
$421K - $442K
|
321K
$8.54M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
13.3KNew |
$337K - $354K
|
13.3K
$353K
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
7.74K+ 5.68% |
$196K - $206K
|
144K
$3.83M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3K+ 5.94% |
$76K - $79.8K
|
53.5K
$1.42M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.66KNew |
$42K - $44.1K
|
1.66K
$44K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
918+ 1119.51% |
$23.3K - $24.4K
|
1K
$26.6K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
789+ 6.77% |
$20K - $21K
|
12.4K
$330K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
639+ 1.17% |
$16.2K - $17K
|
55.3K
$1.47M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
623New |
$15.8K - $16.6K
|
623
$16.6K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
600New |
$15.2K - $16K
|
600
$15.9K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
339New |
$8.6K - $9.02K
|
339
$9.01K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
186New |
$4.72K - $4.95K
|
186
$4.94K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
120New |
$3.04K - $3.19K
|
120
$3.19K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
48New |
$1.22K - $1.28K
|
48
$1.28K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$76.1 - $79.9
|
3
$79.7
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2- 0.87% |
$50.7 - $53.2
|
228
$6.06K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-120- 1.03% |
$3.04K - $3.19K
|
11.5K
$306K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-304- 78.15% |
$7.71K - $8.09K
|
85
$2.26K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-475- 50.0% |
$12.1K - $12.6K
|
475
$12.6K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-527- 21.19% |
$13.4K - $14K
|
1.96K
$52.1K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-790- 1.2% |
$20K - $21K
|
65.3K
$1.73M
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.39K- 1.41% |
$35.2K - $36.9K
|
97.1K
$2.58M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.77K- 11.09% |
$44.8K - $47K
|
14.2K
$376K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.17K- 9.32% |
$157K - $164K
|
60K
$1.59M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.99K- 11.24% |
$177K - $186K
|
55.2K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.72K- 78.3% |
$196K - $206K
|
2.14K
$56.9K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.58K- 2.5% |
$218K - $228K
|
335K
$8.9M
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-18.2K- 56.37% |
$461K - $484K
|
14.1K
$374K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.5K- 5.32% |
$572K - $600K
|
401K
$10.7M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.5K- 96.6% |
$722K - $757K
|
1K
$26.6K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-32.2K- 52.71% |
$817K - $857K
|
28.9K
$767K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-43.5K- 5.25% |
$1.1M - $1.16M
|
784K
$20.8M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-56.3K- 39.63% |
$1.43M - $1.5M
|
85.7K
$2.28M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.5K- 11.27% |
$1.58M - $1.66M
|
492K
$13.1M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65.3K- 69.07% |
$1.66M - $1.74M
|
29.2K
$777K
|