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Get Institutions for : 
Wisdomtree Bloomberg Us Dollar Bullish Fund (USDU)  
$26.46 0.01 (0.06%) as of 4:30 Tue 5/21


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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 : 
 $27.83  
Last Quarter's Ending Price : 
 $25.11  
Last Quarter's Average Price : 
 $27.37  
Change from last quarter's     
avg. price to the last closing  : 
0.92 (3.34%)  




 
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: 3-31-2022 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 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
   JANE STREET GROUP LLC 587 - 2024-03-31 600,675 $15,738,000 -521,703
   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
   PFG Advisors 44 - 2024-03-31 274,881 $7,202,000 -49,859
   FINANCIAL NETWORK 542 - 2024-03-31 235,462 $6,169,000 -3,641
   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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 421 - 2024-03-31 180,716 $4,735,000 -256
   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
   J P MORGAN CHASE & CO 2820 - 2024-03-31 99,354 $2,603,000 -25,603
   Beaumont Capital Management LLC 23 - 2024-03-31 98,982 $2,593,000 -3,884
   BANK OF MONTREAL /CAN/ 1281 - 2024-03-31 94,500 $2,476,000 94,213
   Avestar Capital LLC 64 *New 2024-03-31 93,218 $2,442,000 93,218
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1838 - 2024-03-31 71,167 $1,865,000 -4,279
   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
   Client First Investment Management LLC 14 *New 2024-03-31 48,932 $1,282,000 48,932
   Significant Wealth Partners LLC 38 *New 2024-03-31 47,512 $1,245,000 47,512
   HIGHTOWER ADVISORS, LLC 1700 - 2024-03-31 44,052 $1,151,000 -3,419
   TAP Consulting LLC 100 - 2024-03-31 39,385 $1,032,000 6,164
   LPL FINANCIAL CORP 3136 - 2024-03-31 37,686 $987,000 -55,049
   MORGAN STANLEY 4805 - 2024-03-31 37,362 $979,000 -26,449
   Avenue 1 Advisors LLC 32 - 2024-03-31 31,817 $834,000 6,913
   Advisor Group Holdings Inc. 2875 - 2024-03-31 20,097 $527,000 -6,780
   HRT FINANCIAL LLC 1247 - 2024-03-31 17,397 $455,000 -20,851
   BANK OF NEW YORK MELLON CORP 3569 *New 2024-03-31 15,081 $395,000 15,081
   Aveo Capital Partners LLC 266 - 2024-03-31 13,643 $361,000 -64
   INTERACTIVE FINANCIAL ADVISORS 79 *New 2024-03-31 9,541 $250,000 9,541
   Atomi Financial Group Inc. 649 - 2024-03-31 8,164 $214,000 -3,733
   Larson Financial Group LLC 502 - 2024-03-31 4,619 $121,000 0
   ROYAL BANK OF CANADA 4847 - 2024-03-31 2,307 $61,000 -2,434
   Cutler Group LP 496 *New 2024-03-31 975 $25,000 975
   UBS Group AG 5619 - 2024-03-31 905 $24,000 271
   BNP PARIBAS ARBITRAGE SA 2840 *New 2024-03-31 518 $14,000 518
   HARBOUR INVESTMENTS INC. 2089 *New 2023-12-31 446 $11,000 446
   Global Retirement Partners LLC 2191 - 2024-03-31 300 $8,000 5
   CWM LLC 3423 - 2024-03-31 324 $8,000 -1,289
   IFP Advisors Inc 2402 *New 2023-12-31 185 $5,000 185
   Your Advocates Ltd. LLP 148 - 2024-03-31 160 $4,000 100
   Farther Finance Advisors LLC 2379 - 2024-03-31 125 $3,000 0
   WELLS FARGO & CO/MN 5418 *New 2024-03-31 83 $2,000 83
   BLAIR WILLIAM & CO/IL 1756 - 2024-03-31 85 $2,000 0
   COMERICA BANK 3561 - 2024-03-31 50 $1,000 -65
   Global Wealth Strategies & Associates 301 - 2024-03-31 30 $1,000 -48
   Orion Portfolio Solutions LLC 1679 *Closed 2024-03-31 0 $0 -8,459
   PROEQUITIES INC. 2637 - 2024-03-31 0 $0 0
   TORNO CAPITAL LLC 61 *Closed 2024-03-31 0 $0 -15,000
   FMR LLC 4819 *Closed 2024-03-31 0 $0 -111
   ADVISORY SERVICES NETWORK, LLC 2079 *Closed 2024-03-31 0 $0 -306
   Householder Group Estate & Retirement Specialist L 1168 *Closed 2024-03-31 0 $0 -9,424
   Venturi Wealth Management LLC 1399 *Closed 2024-03-31 0 $0 -1,655
   Vident Investment Advisory LLC 613 *Closed 2023-09-30 0 $0 -242,929
   DFPG INVESTMENTS INC. 628 *Closed 2023-12-31 0 $0 -57,049
   TOWER RESEARCH CAPITAL LLC 5950 *Closed 2024-03-31 0 $0 -2
   FLAGSHIP HARBOR ADVISORS LLC 687 *Closed 2024-03-31 0 $0 -23,079
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3320 *Closed 2024-03-31 0 $0 -15,924
   CITADEL ADVISORS LLC 6575 *Closed 2024-03-31 0 $0 -9,663
   Goss Wealth Management LLC 3974 - 2024-03-31 3 $0 0
   Resonant Capital Advisors LLC 344 *Closed 2024-03-31 0 $0 -10,500
   Worth Asset Management LLC 148 *Closed 2024-03-31 0 $0 -23,476
  63 Records found
  1    
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