Purchases and Sales Made in Q4 2024 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 1.05% |
$55K - $59.3K
|
196K
$5.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.7K- 3.4% |
$71.7K - $77.3K
|
76.6K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.35K- 1.71% |
$115K - $125K
|
250K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.22K- 84.67% |
$192K - $207K
|
1.31K
$35.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-13.8K- 54.06% |
$366K - $394K
|
11.7K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.7K- 6.2% |
$498K - $537K
|
283K
$7.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-20.5K- 60.8% |
$545K - $587K
|
13.2K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-106K- 88.18% |
$2.83M - $3.05M
|
14.3K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-183K- 84.75% |
$4.87M - $5.25M
|
33K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-581K- 88.96% |
$15.4M - $16.7M
|
72.1K
$1.97M
|