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Get Institutions for : 
Wisdomtree Bloomberg Us Dollar Bullish Fund (USDU)  
$26.97 0.00 (0.00%) as of 4:30 Mon 6/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    3
Total shares held : 
 4,252,170  
% of shares held : 
 7.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -844,659  
% of shares held change : 
   -1.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $25.30  
Last Quarter's Ending Price : 
 $26.20  
Last Quarter's Average Price : 
 $25.83  
Change from last quarter's     
avg. price to the last closing  : 
1.14 (4.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 246,081
 5.79%
 
Increased Positions :
12
 1,077,163
 25.33%
 
Unchanged Positions :
7
 18,538
 0.44%
 
Decreased Positions :
18
-1,345,937
-31.65%
 
Closed Positions :
13
-821,966
-19.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GenWealth Group Inc. 12 - 2024-03-31 501,458 $13,138,000 36,741
   OSBORNE PARTNERS CAPITAL MANAGEMENT 51 - 2024-03-31 445,689 $11,677,000 3,304
   Cetera Investment Advisers 872 - 2024-03-31 237,264 $6,216,000 237,264
   BANK OF AMERICA CORP /DE/ 2868 - 2024-03-31 216,840 $5,681,000 45,633
   Summit Place Financial Advisors LLC 4 - 2024-03-31 208,101 $5,452,000 4,705
   Vident Advisory LLC 236 - 2024-03-31 159,155 $4,170,000 33,786
   ENVESTNET ASSET MANAGEMENT INC 2122 - 2024-03-31 151,603 $3,972,000 104,995
   BANK OF MONTREAL /CAN/ 1281 - 2024-03-31 94,500 $2,476,000 94,213
   Ameritas Advisory Services LLC 241 - 2024-03-31 73,038 $1,939,000 63,697
   CFG ASSET MANAGEMENT LLC 102 - 2024-03-31 72,059 $1,888,000 3,227
   DRAVO BAY LLC 21 - 2024-03-31 67,020 $1,756,000 9,172
   VitalStone Financial LLC 19 - 2024-03-31 62,541 $1,639,000 54,292
   TAP Consulting LLC 100 - 2024-03-31 39,385 $1,032,000 6,164
   Avenue 1 Advisors LLC 32 - 2024-03-31 31,817 $834,000 6,913
   UBS Group AG 5619 - 2024-03-31 905 $24,000 271
   Global Retirement Partners LLC 2191 - 2024-03-31 300 $8,000 5
   Your Advocates Ltd. LLP 148 - 2024-03-31 160 $4,000 100
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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