Purchases and Sales Made in Q2 2024 in Wisdomtree Bloomberg U.S. Doll (USDU)

USDU Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q2 2024. 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
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
1.43M
+ 788.68%
$37.2M - $38.7M
1.61M $44.3M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
243K
+ 160.26%
$6.35M - $6.6M
395K $10.9M
Jul 30, 2024 Q2 2024
Q3 Asset Management

BUY
 -
211K
New
$5.52M - $5.74M
211K $5.84M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
172K
+ 391.45%
$4.5M - $4.68M
216K $5.98M
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
170K
+ 844.62%
$4.43M - $4.61M
190K $5.24M
Aug 02, 2024 Q2 2024
Aveo Capital Partners, LLC

BUY
 -
134K
+ 984.08%
$3.51M - $3.65M
148K $4.08M
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
87.1K
New
$2.28M - $2.37M
87.1K $2.41M
Jul 30, 2024 Q2 2024
J. Safra Sarasin Holding Ag

Basel, V8
BUY
 -
69.4K
New
$1.81M - $1.88M
69.4K $1.92M
Dec 26, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
62.5K
+ 78.36%
$1.63M - $1.7M
142K $3.93M
Jul 16, 2024 Q2 2024
Moulton Wealth Management, Inc

BUY
 -
51K
New
$1.33M - $1.39M
51K $1.41M
Jul 10, 2024 Q2 2024
Csenge Advisory Group

BUY
 -
35K
New
$915K - $951K
35K $967K
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
32.7K
+ 15.07%
$854K - $887K
250K $6.89M
Aug 07, 2024 Q2 2024
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
27.4K
+ 43.75%
$715K - $743K
89.9K $2.48M
Jul 11, 2024 Q2 2024
Worth Asset Management, LLC

BUY
 -
23.5K
New
$615K - $639K
23.5K $650K
Jul 30, 2024 Q2 2024
L.M. Kohn & Company

BUY
 -
22.9K
New
$597K - $621K
22.9K $631K
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
21K
+ 56.17%
$548K - $570K
58.3K $1.61M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
21K
+ 56.17%
$548K - $570K
58.3K $1.61M
Aug 12, 2024 Q2 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
15.7K
New
$410K - $426K
15.7K $433K
Jul 16, 2024 Q2 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
14.6K
New
$382K - $397K
14.6K $404K
Jul 29, 2024 Q2 2024
True Mark Investments, LLC

Chicago, IL
BUY
 -
14.5K
New
$378K - $393K
14.5K $399K
Aug 14, 2024 Q2 2024
Ascent Group, LLC

BUY
 -
14K
New
$366K - $380K
14K $387K
Aug 05, 2024 Q2 2024
Hanlon Investment Management, Inc.

BUY
 -
13K
New
$339K - $352K
13K $358K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
11.3K
New
$296K - $308K
11.3K $313K
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
8.96K
New
$234K - $243K
8.96K $247K
Aug 14, 2024 Q2 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
7.81K
New
$204K - $212K
7.81K $216K
Aug 06, 2024 Q2 2024
Tap Consulting, LLC

BUY
 -
7.45K
+ 18.92%
$195K - $202K
46.8K $1.29M
Jul 05, 2024 Q2 2024
Hbw Advisory Services LLC

BUY
 -
6.73K
New
$176K - $183K
6.73K $186K
Aug 09, 2024 Q2 2024
Dravo Bay LLC

Wilmington, DE
BUY
 -
6.31K
+ 9.41%
$165K - $171K
73.3K $2.02M
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
5.12K
+ 1.86%
$134K - $139K
280K $7.73M
Aug 12, 2024 Q2 2024
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
4.07K
+ 4.11%
$106K - $111K
103K $2.85M
Jul 17, 2024 Q2 2024
Gen Wealth Group, Inc.

BUY
 -
4.06K
+ 0.81%
$106K - $110K
506K $14M
Jul 22, 2024 Q2 2024
Osborne Partners Capital Management, LLC

BUY
 -
2.12K
+ 0.48%
$55.4K - $57.6K
448K $12.4M
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
925
New
$24.2K - $25.1K
925 $25.5K
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
733
+ 31.77%
$19.1K - $19.9K
3.04K $83.9K
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
724
+ 80.0%
$18.9K - $19.7K
1.63K $45K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
309
+ 280.91%
$8.07K - $8.39K
419 $11.6K
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
294
New
$7.68K - $7.98K
294 $8.12K
Jul 23, 2024 Q2 2024
New Square Capital LLC

BUY
 -
270
+ 0.37%
$7.05K - $7.33K
72.3K $2M
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
248
+ 0.34%
$6.48K - $6.73K
73.3K $2.02M
Jul 31, 2024 Q2 2024
Investors Research Corp

BUY
 -
170
New
$4.44K - $4.62K
170 $4.69K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
163
+ 54.33%
$4.26K - $4.43K
463 $12.8K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
53
New
$1.38K - $1.44K
53 $1.46K
Jul 25, 2024 Q2 2024
Summit Place Financial Advisors, LLC

BUY
 -
40
+ 0.02%
$1.04K - $1.09K
208K $5.75M
Jul 18, 2024 Q2 2024
Veery Capital, LLC

BUY
 -
38
+ 0.12%
$993 - $1.03K
31.9K $880K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
34
New
$888 - $923
34 $939
Aug 05, 2024 Q2 2024
Tctc Holdings, LLC

Dallas, TX
BUY
 -
22
New
$575 - $597
22 $607
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 09, 2024 Q2 2024
Cwm, LLC

SELL
 -
-162
- 50.0%
$4.23K - $4.4K
162 $4.47K
Aug 02, 2024 Q2 2024
Interactive Financial Advisors

Chicago, IL
SELL
 -
-325
- 3.41%
$8.49K - $8.82K
9.22K $254K

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