Purchases and Sales Made in Q2 2025 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q2 2025. 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 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
550KNew |
$14.2M - $15M
|
550K
$14.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
519KNew |
$13.4M - $14.1M
|
519K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
189KNew |
$4.88M - $5.16M
|
189K
$4.98M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
119K+ 232.02% |
$3.07M - $3.24M
|
170K
$4.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
115KNew |
$2.96M - $3.13M
|
115K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
80.8KNew |
$2.08M - $2.2M
|
80.8K
$2.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
32.9KNew |
$847K - $895K
|
32.9K
$863K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.8KNew |
$690K - $729K
|
26.8K
$703K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
25.8KNew |
$664K - $702K
|
25.8K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25.2KNew |
$649K - $686K
|
25.2K
$662K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
17.7KNew |
$457K - $483K
|
17.7K
$466K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.3KNew |
$445K - $470K
|
17.3K
$453K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7.36K+ 1.26% |
$190K - $200K
|
590K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.31K+ 1.33% |
$162K - $172K
|
480K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.57K+ 1.69% |
$92K - $97.2K
|
215K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.3K+ 244.55% |
$85K - $89.8K
|
4.65K
$122K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.67KNew |
$68.9K - $72.8K
|
2.67K
$70.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.47K+ 28.47% |
$63.7K - $67.3K
|
11.2K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1.52K+ 2.11% |
$39.2K - $41.4K
|
73.6K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
281+ 70.43% |
$7.24K - $7.65K
|
680
$17.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
236+ 4.77% |
$6.08K - $6.43K
|
5.18K
$136K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
225+ 1.88% |
$5.8K - $6.13K
|
12.2K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
206+ 0.32% |
$5.31K - $5.61K
|
65.1K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
42New |
$1.08K - $1.14K
|
42
$1.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5+ 250.0% |
$129 - $136
|
7
$184
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-22- 0.25% |
$567 - $599
|
8.65K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-306- 78.26% |
$7.89K - $8.33K
|
85
$2.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-391- 93.99% |
$10.1K - $10.6K
|
25
$657
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-422- 3.22% |
$10.9K - $11.5K
|
12.7K
$333K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.83K- 25.39% |
$73K - $77.1K
|
8.33K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-5.79K- 38.15% |
$149K - $158K
|
9.38K
$246K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.8K- 95.08% |
$201K - $212K
|
404
$10.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-13.8K- 45.92% |
$356K - $376K
|
16.3K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.1K- 42.56% |
$465K - $492K
|
24.4K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.6K- 7.97% |
$505K - $534K
|
226K
$5.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.9K- 19.58% |
$873K - $923K
|
139K
$3.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-34.3K- 98.09% |
$883K - $933K
|
668
$17.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-79.3K- 81.66% |
$2.04M - $2.16M
|
17.8K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-90K- 99.46% |
$2.32M - $2.45M
|
490
$12.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-103K- 62.54% |
$2.66M - $2.81M
|
61.7K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-106K- 57.61% |
$2.72M - $2.88M
|
77.8K
$2.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-219K- 88.51% |
$5.64M - $5.96M
|
28.4K
$746K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-347K- 96.76% |
$8.95M - $9.45M
|
11.6K
$306K
|