Purchases and Sales Made in Q3 2024 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.62MNew |
$42.5M - $43.9M
|
1.62M
$44.7M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
339K+ 107.82% |
$8.92M - $9.21M
|
654K
$18M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
282K+ 1984.82% |
$7.42M - $7.66M
|
296K
$8.18M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
104K+ 632.22% |
$2.74M - $2.83M
|
121K
$3.33M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
42.9KNew |
$1.13M - $1.17M
|
42.9K
$1.18M
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
35.1K+ 6.95% |
$924K - $954K
|
541K
$14.9M
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
33.7KNew |
$887K - $916K
|
33.7K
$931K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.7K+ 392.46% |
$807K - $833K
|
38.5K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6KNew |
$569K - $588K
|
21.6K
$597K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$333K - $343K
|
12.6K
$349K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
10.3K+ 2.29% |
$270K - $279K
|
458K
$12.6M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.31K+ 12.7% |
$245K - $253K
|
82.6K
$2.28M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.89K+ 423.14% |
$181K - $187K
|
8.52K
$235K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6.34K+ 13.53% |
$167K - $172K
|
53.2K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.22K+ 2.09% |
$137K - $142K
|
255K
$7.03M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.32KNew |
$61.1K - $63K
|
2.32K
$64.1K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
837+ 1.16% |
$22K - $22.7K
|
73.2K
$2.02M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
306+ 360.0% |
$8.05K - $8.31K
|
391
$10.8K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
40New |
$1.05K - $1.09K
|
40
$1.1K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$263 - $272
|
10
$276
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-325- 70.19% |
$8.55K - $8.83K
|
138
$3.81K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-450- 14.8% |
$11.8K - $12.2K
|
2.59K
$71.5K
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-479- 5.2% |
$12.6K - $13K
|
8.74K
$241K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.43K- 30.65% |
$117K - $120K
|
10K
$277K
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-9.41K- 10.61% |
$248K - $256K
|
79.3K
$2.19M
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 4.9% |
$268K - $277K
|
198K
$5.47M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-10.4K- 11.58% |
$274K - $283K
|
79.5K
$2.19M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.1K- 8.5% |
$528K - $545K
|
216K
$5.97M
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-23.9K- 74.87% |
$627K - $648K
|
8.01K
$221K
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-25.6K- 50.1% |
$673K - $694K
|
25.5K
$703K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.4K- 91.6% |
$1.41M - $1.45M
|
4.9K
$135K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.5K- 43.93% |
$1.64M - $1.7M
|
79.8K
$2.2M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.5K- 43.93% |
$1.64M - $1.7M
|
79.8K
$2.2M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92.5K- 23.45% |
$2.43M - $2.51M
|
302K
$8.34M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-166K- 76.5% |
$4.36M - $4.5M
|
50.9K
$1.4M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-180K- 94.6% |
$4.72M - $4.88M
|
10.3K
$283K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-270K- 96.37% |
$7.1M - $7.33M
|
10.2K
$280K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.6M- 99.9% |
$42.2M - $43.6M
|
1.6K
$44.1K
|