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Get Institutions for : 
Wisdomtree Bloomberg Us Dollar Bullish Fund (USDU)  
$26.55 0.07 (0.26%) as of 4:30 Tue 5/7


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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  : 
0.82 (3%)  




 
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 51 - 2024-03-31 445,689 $11,677,000 3,304
   PFG Advisors 33 - 2023-12-31 324,740 $8,154,000 28,928
   Summit Place Financial Advisors LLC - 2024-03-31 208,101 $5,452,000 4,705
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 393 - 2023-12-31 180,972 $4,544,000 179,775
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1947 - 2023-12-31 75,446 $1,894,000 75,446
   DRAVO BAY LLC - 2024-03-31 67,020 $1,756,000 9,172
   CFG ASSET MANAGEMENT LLC 109 - 2023-12-31 68,832 $1,728,000 872
   ENVESTNET ASSET MANAGEMENT INC 2814 - 2023-12-31 46,608 $1,170,000 24,015
   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
   Advisor Group Holdings Inc. 2887 - 2023-12-31 26,877 $676,000 12,785
   Ameritas Advisory Services LLC 620 - 2023-12-31 9,341 $242,000 1,324
   ROYAL BANK OF CANADA 4834 - 2023-12-31 4,741 $120,000 4,643
   Global Retirement Partners LLC 2191 - 2024-03-31 300 $8,000 5
   Your Advocates Ltd. LLP 148 - 2024-03-31 160 $4,000 100
   TOWER RESEARCH CAPITAL LLC 5766 - 2023-12-31 2 $0 2

  18 Records found
  1    
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