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Get Institutions for : 
Wisdomtree Bloomberg Us Dollar Bullish Fund (USDU)  
$26.60 0.05 (0.19%) as of 4:30 Thu 4/25


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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  : 
0.77 (2.81%)  




 
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 401 - 2023-12-31 1,122,378 $28,183,000 732,663
   GenWealth Group Inc. 12 - 2024-03-31 501,458 $13,138,000 36,741
   OSBORNE PARTNERS CAPITAL MANAGEMENT - 2023-12-31 442,385 $11,108,000 -2,472
   PFG Advisors 33 - 2023-12-31 324,740 $8,154,000 28,928
   FINANCIAL NETWORK 494 - 2023-12-31 239,103 $6,004,000 -585
   Summit Place Financial Advisors LLC 3 - 2023-12-31 203,396 $5,107,000 7,429
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 393 - 2023-12-31 180,972 $4,544,000 179,775
   BANK OF AMERICA CORP /DE/ 2961 - 2023-12-31 171,207 $4,299,000 -10,424
   Vident Advisory LLC 271 - 2023-12-31 125,369 $3,148,000 -34,041
   J P MORGAN CHASE & CO 2705 - 2023-12-31 124,957 $3,138,000 -113,143
   Beaumont Capital Management LLC 24 *New 2023-12-31 102,866 $2,583,000 102,866
   LPL FINANCIAL CORP 2263 - 2023-12-31 92,735 $2,329,000 -36,366
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1947 - 2023-12-31 75,446 $1,894,000 75,446
   CFG ASSET MANAGEMENT LLC 109 - 2023-12-31 68,832 $1,728,000 872
   MORGAN STANLEY 4535 - 2023-12-31 63,811 $1,602,000 -248,113
   DRAVO BAY LLC 22 - 2023-12-31 57,848 $1,453,000 -897
   Client First Investment Management LLC 14 *New 2024-03-31 48,932 $1,282,000 48,932
   HIGHTOWER ADVISORS, LLC 1709 - 2023-12-31 47,471 $1,191,000 -754,665
   ENVESTNET ASSET MANAGEMENT INC 2814 - 2023-12-31 46,608 $1,170,000 24,015
   HRT FINANCIAL LLC 932 *New 2023-12-31 38,248 $960,000 38,248
   Avenue 1 Advisors LLC 32 - 2024-03-31 31,817 $834,000 6,913
   TAP Consulting LLC 92 - 2023-12-31 33,221 $834,000 -995
   Advisor Group Holdings Inc. 2887 - 2023-12-31 26,877 $676,000 12,785
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2343 *New 2023-12-31 15,924 $400,000 15,924
   TORNO CAPITAL LLC 20 - 2023-12-31 15,000 $377,000 0
   Aveo Capital Partners LLC 248 *New 2023-12-31 13,707 $344,000 13,707
   Atomi Financial Group Inc. 417 - 2023-12-31 11,897 $299,000 -4,811
   Resonant Capital Advisors LLC 251 *New 2023-12-31 10,500 $264,000 10,500
   CITADEL ADVISORS LLC 4258 *New 2023-12-31 9,663 $243,000 9,663
   Ameritas Advisory Services LLC 620 - 2023-12-31 9,341 $242,000 1,324
   Householder Group Estate & Retirement Specialist L *New 2023-12-31 9,424 $236,000 9,424
   Orion Portfolio Solutions LLC 1535 *New 2023-12-31 8,459 $214,000 8,459
   VitalStone Financial LLC 85 *New 2023-12-31 8,249 $207,000 8,249
   ROYAL BANK OF CANADA 4834 - 2023-12-31 4,741 $120,000 4,643
   Larson Financial Group LLC 459 *New 2023-12-31 4,619 $116,000 4,619
   Venturi Wealth Management LLC - 2023-12-31 1,655 $42,000 0
   Cutler Group LP 496 *New 2024-03-31 975 $25,000 975
   UBS Group AG 5886 - 2023-12-31 634 $16,000 -45
   HARBOUR INVESTMENTS INC. 2089 *New 2023-12-31 446 $11,000 446
   Global Retirement Partners LLC 2115 *New 2023-12-31 295 $8,000 295
   BANK OF MONTREAL /CAN/ 3225 - 2023-12-31 287 $8,000 -16,828
   CWM LLC 3423 - 2024-03-31 324 $8,000 -1,289
   ADVISORY SERVICES NETWORK, LLC 2921 *New 2023-12-31 306 $8,000 306
   IFP Advisors Inc 2402 *New 2023-12-31 185 $5,000 185
   COMERICA BANK 3370 - 2023-12-31 115 $3,000 -542
   FMR LLC 4418 *New 2023-12-31 111 $3,000 111
   Farther Finance Advisors LLC 2240 - 2023-12-31 125 $3,000 0
   BLAIR WILLIAM & CO/IL 1738 - 2023-12-31 85 $2,000 0
   Your Advocates Ltd. LLP 170 - 2023-12-31 60 $2,000 0
   Global Wealth Strategies & Associates 301 - 2024-03-31 30 $1,000 -48
   Cetera Investment Advisers 2256 *Closed 2023-12-31 0 $0 -15,519
   TOWER RESEARCH CAPITAL LLC 5766 - 2023-12-31 2 $0 2
   PROEQUITIES INC. 4443 - 2023-12-31 0 $0 0
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -312
   AE Wealth Management LLC 2088 *Closed 2023-12-31 0 $0 -35,944
   Q3 Asset Management 62 *Closed 2023-12-31 0 $0 -61,023
   HILLTOP HOLDINGS INC. 604 *Closed 2023-12-31 0 $0 -15,772
   NVWM LLC 422 *Closed 2023-12-31 0 $0 -32,154
   Impact Partnership Wealth LLC 957 *Closed 2023-12-31 0 $0 -266
   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
   TWO SIGMA SECURITIES LLC 1851 *Closed 2023-12-31 0 $0 -9,373
   MILLENNIUM MANAGEMENT LLC 4324 *Closed 2023-12-31 0 $0 -32,187
   FLAGSHIP HARBOR ADVISORS LLC 687 *Closed 2024-03-31 0 $0 -23,079
   STIFEL FINANCIAL CORP 3382 *Closed 2023-12-31 0 $0 -520,702
   Worth Asset Management LLC 148 *Closed 2024-03-31 0 $0 -23,476
   Goss Wealth Management LLC 3871 - 2023-12-31 3 $0 -57,190
  67 Records found
  1    
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